Guide

The Employee Journey in Investment Management

The Employee Journey in Investment Management

Pages 17 Pages

This guide outlines how investment firms can modernize HR by unifying the employee journey—from plan-to-hire through retire. It introduces four strategic phases: hire, pay, develop, and retain—emphasizing automation, skills intelligence, and embedded analytics. Designed to replace siloed legacy systems, it promotes integrated planning, AI-powered talent matching, equitable rewards, and continuous learning. The guide highlights how unified data boosts agility, compliance, and employee engagement across regulated financial environments.

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