Financial Competency Module

people

 

View the 20 Financial Competencies

See Sample Evaluation Language

To learn more, call 1-800-727-1133

For the financial industry, with its established processes and strong service orientation, the potential benefits from software-aided performance management are endless. But to be most effective, banks, credit unions, brokerage firms, and insurance, finance and mortgage companies all require specific criteria for evaluating performance.

Performance Impact Enterprise™ and Performance Impact Workplace™ are comprehensive, competency-based performance management systems for tracking, evaluating and improving employee performance. These systems can be hosted by KnowledgePoint, run over your local intranet, or installed on your network – whichever best suits your organization's needs.

Combined with the Financial Competency Module, which contains 20 competencies critical to finance-related occupations, these systems provide the tools managers need to maximize employee potential in this unique work environment.

Relevant Language and Competencies
Working with a range of financial organizations across the country, KnowledgePoint's human resource experts have identified the competencies critical to successful performance in the finance industry. Competencies include:

  • Accuracy
  • Strategic Planning
  • Investment Management
  • Competitive Analysis
  • And many more

Occupation-Specific Review Forms
Combine the 20 Financial competencies with the 55 competencies pre-loaded in Performance Impact Enterprise and Performance Impact Workplace to create custom review forms for tellers, administrative or clerical staff, supervisors, customer service representatives, financial analysts, or any other occupational group. That's 75 competencies to help you evaluate – and build – the competency of your workforce.

 

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Return to the Performance Impact Enterprise page