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Cultural Transformation in Financial Services

The trusted culture tracking platform that provides the most comprehensive data, insights and analysis for understanding your employees and their experience.

Attract and retain the best talent, and allow employees to thrive.

Let's Transform Your Culture

Trusted by progressive Financial Services companies  

FBD
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RSA
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Unrivalled Data Collection

inclusio streamlines diversity and culture data collection, identifies gaps, and measures key cultural sub-dimensions. We monitor your progress against global financial service benchmarks

 

Benchmark performance in financial services 

Most comprehensive and reliable data

Meet your social reporting demands

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Enhance Employee Knowledge

Our gamified platform nurtures inclusivity and workplace culture learning at your convenience. Created by our people science experts, it offers interactive articles, polls, videos, and quizzes to engage and educate financial service employees.

 

Foster new ways of thinking and behaving

Certified training courses 

Boost employee engagement rates 

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Unlock Potential with People Science 

inclusio's People Science Team, including organizational psychologists and DEI experts, conducts independent analysis of your employee data. We guide you in collecting essential data for workforce insights and impactful organisational changes.

Leverage DEI and culture experts 

Proven science based model

Pinpoint the key areas to impact performance

 

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In our customers’ words.

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"The platform has given us huge learnings and we know now where we need to improve.  We can now pinpoint the needs and wants of our different demographics, and we've also been able to tailor our events, content, and communications. Before inclusio, we didn't have that level of awareness and understanding. It has really supported our cultural change over the last 2 years"

Carolynn O' Hara
Chief Human Resources Officer
FBD Insurance
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“The platform is unique and ground breaking, there is nothing else out there like it. It is people-centric and gives our employees a voice. It educates employees on D&I, helps us achieve our strategic objectives, and gives us a benchmark of how we are performing on a local, global, and sector level”
Anthony Kelly
Head of Communications, culture and capability
RSA 123.ie

Fostering a Culture of Success in Financial Services

In the realm of financial services, the significance of a diverse and inclusive company culture cannot be overstated. Shaped by societal changes and driven by a commitment to ethical business practices, financial organisations recognise that it is not only a moral obligation but also a cultural cornerstone for long-term sustainability and growth.
 

 

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Frequently Asked Questions

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Q1. How do financial service companies collect protected characteristic data from employees?

Financial service companies must handle employee-protected characteristic data with care, ensuring compliance with data protection laws like the GDPR. inclusio, with its expert team and best practice process, collects 100+ data points to provide comprehensive diversity insights for a better understanding of employee identities and cultural perspectives.

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Q2. What is a DEI and culture platform, and how does it work?

inclusio, a DEI and culture platform, is a powerful tool for organizations to collect, analyze, and enhance diversity, equity, and inclusion data in their workplace, with a profound impact on their culture. Developed through four years of academic research, inclusio uses AI, nudge theory, micro inputs, and a unique scientific framework to quantify previously unmeasurable DEI aspects within companies. This efficiency provides the most comprehensive and reliable culture data, expediting cultural transformation like no other solution.

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Q3. Why is culture diversity and inclusion are important in the financial services sector?

Cultural diversity and inclusion are vital in the financial services sector. The industry serves a global clientele, requiring a diverse workforce for better client service and risk management. Regulatory requirements also mandate diversity and inclusion. A culturally inclusive approach enhances innovation, customer trust, talent attraction, and long-term success in the sector.

Use Case: FBD Insurance

FBD goes from zero DEI data to gathering rich insights in 4 weeks with inclusio to accelerate its cultural change 

Read Case Study

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