Resource Planning Software for Financial Services Firms

In financial services, the right person shouldn’t be determined by their “availability”. To get the best outcome, we believe other factors like sector experience and specific skill sets are just as important.

Retain’s skills and qualifications framework lets you filter based on industry specialisms like licences held, sectors worked, languages, certifications and industry experience overlaps. You see the shortlist of people who can legitimately fulfil the work based on ability, not just availability.

Year-end, audit season, regulatory reporting windows, and deal closes, we often see demand in financial services arrive in concentrated waves. This can lead to certain team members being required for a set number of projects at one time. Our solution is capacity forecasting, which allows organisations to remain organised instead of an “all hands on deck” approach.

Retain shows committed and pipeline demand against real capacity across weeks and months ahead, so you can see the spike forming. Resource managers are then empowered to model whether you have the right cover and decide early whether to hire additional team members or renegotiate timelines. You stay in control.

Measuring underutilisation alongside overutilisation is the key to organisational efficiency. Retain makes both visible side by side, showing you under-utilised team members who can take on more, and over-committed team members who could be close to burnout. With Retain, you can rebalance workloads based on evidence rather than instinct.