The Right People

Your staff can’t align with your strategy and initiatives if they don’t have the capacity to fully understand where they need to be. Financial services teams have several areas where they must demonstrate complete proficiency. This is just a piece of the puzzle.

 

Finding the right people can be challenging. Our team specializes in providing executive search and staffing searches that create opportunities for your organization while expanding the opportunities for the people that work for them. Adopting a mindset of getting the best people on board and honing their skills helps save time and resources.

Making it Work the First Time

Our focus is three-fold: people, development, and services. This trifecta helps in carefully curating professionals that not only have the right fit but can understand and adapt to a culture of belonging.

This occurs in our 10-stage recruitment process:

While this is a detailed process, it does not work without the trifecta. This is how we achieve the greatest outcomes in locating the best people for your organization:

People

We conduct an executive search with a high emphasis on specialized skills that can be refined as needed. We place these individuals in permanent or contractor roles based on the deliverables and needs of our clients.

Training & Education

Our team is your partner in ensuring your financial services hires are digital professionals that are flexible and adaptable to learning new technology. We also take them through our entire program or your customized program of diversity, inclusion, and belonging. We place a huge emphasis on training and make every effort to ensure new hires have access to multiple learning avenues.

Consulting

It all begins with assessments. We assess your organization, the individuals who work there and compare those benchmarks with individuals recruited for your company. We assist with strategic planning and implementation to make sure you are considering the right roles for the right people and can enhance the learning of your existing staff for comparable outcomes for new hires.

Assessing Capabilities

We go through a series of capabilities to ensure each role is completely aligned with your standards. Financial services work with other employees and partners within and outside of the organization, so their success is directly tied to your people development success model.

Managing Internal and External Identities

In this phase, we go through a series of identity capabilities that include identity management, automated access certifications, privileged identity management, and deployment and governance tools.

Access Capabilities

Financial services staff must be well-versed in cybersecurity capabilities and services since they work directly with the fiduciary aspects of your organization. These capabilities include strong authentication, omnichannel interfaces, API security, OAUTH 2.0, and federation.

Cybersecurity Services

Most people don’t consider cybersecurity services as an integral part of financial services, but they work in tandem to protect the organization. The team must be proficient in security assessments, software assessments, vendor selection, solution deployment, solution support, managed services, health checks, success criteria definitions, ROI validation, and advisory services.

Partnering for the FutureUbiquitous Preferred Solutions helps acquire the most capable financial services staff that can grow with your organization.

Transforming your organization doesn’t happen overnight. That’s why we have a vested interest in your people development success plan. This is an entire strategy that embraces higher-level thinking, understands the deficiencies in the company, and welcomes improvement while building a culture of inclusion and diversity.

We do this with a
program of experiences:

Align

It is vitally important to understand the charter of your stakeholders. These exercises will help us gain clarity on where your organization is and what needs to be done to get you to the level of capability your company desires.

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Pilot

Once we have a conversation, we implement a pilot program to demonstrate what we can do for your organization and where you can improve. As we move forward, modifications and enhancements become a focal point of alignment.

02

Scale

Our standardized program is expanded into the areas of relevance that support the goals of staffing for financial services. While we help you work through these areas, we develop periodic check-ins to ensure your team has the right mindset, behaviors, and new habits to support the transition of adding new members to your staff.

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Reflect

We review your progress, metrics, and changes within the organization to make sure everyone is aligned. This includes input from your primary and secondary stakeholders on how to continue improving as a company.

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