Financial Services
Measure advice quality, compliance and client care across every adviser, analyst and administrator.
Book a demoExample disciplines: Investment Analysis, Mortgage Broking & Lending, Stockbroking & Trading Support etc
Every skill, level, and label is editable — this is a starting point, not a fixed list.
Disciplines and skills
SkillScorer ships with 6 Financial Services disciplines and 72 individual skills out of the box. Choose a discipline to see every skill, its description and the levels that come with it — each one fully editable, renameable or removable, and you can add your own to match how your organisation actually works.
12 skills
Investment analysts evaluate opportunities and risk. This scorecard covers research, valuation, modelling, portfolio thinking and communication so firms can develop analysts objectively.
12 skills
Brokers and lending staff help people buy homes. This scorecard covers fact-finding, product knowledge, serviceability, compliance and client communication.
12 skills
Broking staff execute and administer trades. This scorecard covers market knowledge, order handling, settlement, compliance and client service.
12 skills
Fund administrators manage members' retirement savings. This scorecard covers contributions, benefits, compliance, accuracy and member communication.
12 skills
Credit teams protect lenders and support borrowers. This scorecard covers credit analysis, decisioning, monitoring, hardship handling and recoveries.
12 skills
Operations teams keep financial businesses running accurately. This scorecard covers trade capture, reconciliation, controls, reporting and problem solving.
Book a demo and we'll help you configure SkillScorer around how your organisation actually works.
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