Recruiting Strategy for Financial Services

Trusted data and peer-driven insights for today’s toughest FS talent challenges.

Benchmark against leading financial institutions.

Attract the FS talent of tomorrow.

Understand optimal launch timelines.

Stand out on campus with innovative events.

Learn More

Trusted by hundreds of Fortune 1000 leaders

Pressures Shaping Financial Services Recruiting

Competing for top talent in FS means facing unique headwinds.

Accelerated recruiting timelines

Competition for top candidates is fierce, requiring streamlined processes and rapid decision-making.

Economic instability and accelerated timelines drive reneges

Mitigating reneges in today’s climate requires deep understanding of renege drivers.

Budget and cost-cutting pressures

Recruiting teams are asked to do more with less, while still competing for best-in-class talent.

ROI measurement for early-career programs

Firms are increasingly asked to prove the long-term impact of internship and analyst programs.

Solutions

Built for FS

Recruiting Intelligence

Industry-specific guidance backed by exclusive data and peer insights. We provide the strategies FS leaders need to respond to fast timelines, rising turnover, and shifting skill demands.

Learn More

MEASURE COMPETITIVENESS

Talent Rank Tool

See exactly how your firm stacks up against peers across FS sub-industries, talent segments, and target schools. These benchmarks help you make smarter investments in employer brand, offer packages, and talent attraction strategies.

Learn More

Learn From Peers

FS Leadership Forums

Connect with fellow FS recruiting leaders through curated discussions and roundtables. Gain actionable insights, share strategies, and stay ahead of fast-moving industry challenges together.

Learn More

What FS Leaders Achieve

Our work goes beyond theory—we measure success in outcomes. We arm FS teams with strategies that reduce turnover, strengthen offers, and maximize early-career ROI.

With practical frameworks and peer-tested strategies, leaders can tackle challenges head-on while staying ahead of market changes like automation and shifting skills demand.

Talk to an Expert

Optimal Launch Timing

Plan recruiting calendars with precision, choosing launch dates that maximize candidate engagement and offer acceptance rates.

Stronger Employer Brand

Pinpoint exactly what FS candidates care about, and shape messaging that resonates to attract the talent you need most.

Clear View of Future Needs

Forecast future recruiting priorities by analyzing labor market trends, giving you an edge in planning and strategy.

Protection Against Reneges

Improve form and commitment practices to reduce reneges, ensuring stronger candidate follow-through and more reliable hires.

Inside the Fiercest FS Recruiting Market Yet

In this video, Dr. Chelsea Schein—our lead researcher on financial services—explains the three biggest forces reshaping recruiting right now: the AI-driven flood of applications overwhelming firms, the race to engage candidates as early as freshman year, and the fierce competition from both Wall Street and Silicon Valley. She unpacks how these pressures are transforming timelines and forcing firms to rethink how they assess, attract, and secure top talent.

Schedule a Call

Case Studies

Fidelity: Building a Smarter Recruiting Engine

Fidelity partnered with Veris Insights to tackle recruiter burnout and improve efficiency. Together, they built a data-driven capacity plan that safeguarded recruiter wellbeing and redesigned referral programs to deliver higher-quality candidates with less friction.

Vanguard: A Breakthrough in Latinx Recruiting

With Veris Insights’ support, Vanguard launched its first Latinx Explore Program, optimized campus outreach, and built a long-term strategy for attracting Hispanic and Latinx talent. Within a year, early engagement efforts were already boosting applications to later-stage programs.

Baird: Using Data to Power Inclusive Recruiting

Baird worked with Veris Insights to strengthen its pipeline of women in finance. By redesigning job descriptions, launching Thrive with Baird events, and leveraging custom data cuts, the firm created a recruiting strategy that better reflects candidate priorities and drives equity.

KPMG: Adapting Recruiting with Student Data

KPMG partnered with Veris Insights to design a hybrid recruiting model that balanced in-person and virtual engagement. By tailoring strategies to different business lines using custom insights, KPMG earned stakeholder buy-in and positioned itself for long-term agility.

Fortune 500 FS Firm: Redesigning the Candidate Experience

A leading financial services employer worked with Veris Insights to make its recruiting process more inclusive end-to-end. Through quarterly strategy sessions, the firm introduced new practices in sourcing, interviewing, and offer stages to attract and retain more diverse talent

Veris Insights helped us a lot in being able to elevate and create our Latinx Explore Program. A lot of the insights that we took – from understanding how to engage student groups, how to engage the faculty and staff, how to overlay the technology – all went into us doing an event that was a great success and that we’re going to continue to offer. It was Veris that helped us feel very confident in our approach.

DaJuan Lucas

Diversity Recruiting Strategy Manager

Vanguard

[Veris Insights’ data] helped us understand, ‘What is a real manageable load?’ …It’s making sure that we capacity plan, but also that we invest in our recruiters’ career development. We don’t want them to just be churning and burning requisitions. We want them to be able to develop as TA professionals, and ultimately, well-rounded Fidelity associates.

Kirsten Kuykendoll

Head of Talent Acquisition

Fidelity Investments

…the benefit of that [UR360 Presentations] was being able to show the tool to other leaders on our team that had direct contact with our business stakeholders, so that they could utilize the information to appeal to their stakeholders and substantiate our strategies.

Malana White

Senior Director, University Talent Acquisition

KPMG

One of the things that Veris Insights has done for us [is that it] has really helped us on leading with data and being able to go to the hiring leaders and share with them what we’re hearing in the market from a candidate perspective.

Stacy Richter

Senior Vice President – GIB Head of Recruiting

Baird

The data that Veris Insights provides has been instrumental for us to allow our executives and business partners to understand the value of Early Career talent and investing in Early Career talent here.

Linda and Will

Navy Federal Credit Union

Make Every Recruiting Decision Smarter

Get Access to FS Insights