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FINANCE

Better Branch Experience Starts Behind the Scenes

15Five helps banks and credit unions improve manager effectiveness, increase employee engagement, and reduce turnover.

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Clear Compensation

Deliver transparent pay-for-performance and board-level visibility

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Secure Data

Strengthen compliance with security and audit-ready documentation

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Less Manual Work

Replace spreadsheets, HRIS workarounds, and ad-hoc tools with automated surveys that run in the background.

The cost of a broken
employee experience is real

Inconsistent coaching, unclear accountability, and feedback that goes nowhere make employees start operating in survival mode. When performance data lives across spreadsheets and disconnected tools, financial institutions carry unnecessary risk.
cost of poor compensation

Here's Why Real Employees Left a National Bank According to Glassdoor

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“Little to no feedback or one-on-ones”

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“No formal training structure exists”

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“No clear career progression"

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“Limited growth”

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“Compensation is below industry average”

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"Too much micromanaging”

The cost of a broken
employee experience is real

Inconsistent coaching, unclear accountability, and feedback that goes nowhere make employees start operating in survival mode. When performance data lives across spreadsheets and disconnected tools, financial institutions carry unnecessary risk.

Real GlassDoor employee reviews of a national bank

  • “Little to no feedback or one-on-ones”
  • “No formal training structure exists”
  • “No clear career progression"
  • “Compensation is below industry average”
  • “Limited growth”

Why Banks and Credit Unions Choose 15Five

Modernize performance management, align goals to compensation,
and meet regulatory requirements — all in one secure platform.

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Security and Compliance

Support OCC audits and compliance requirements with SOC 2, SAML, audit logs, and clear documentation. Keep decisions and changes traceable, reduce risk, and maintain confidence that your people data is protected and reviewable with robust data governance.

One Platform for Performance,
Pay, and People Insights

Bring your people workflows onto a single platform and stop bouncing between tools and spreadsheets. Connect to your HRIS for reliable data flow through Paylocity, ADP, UKG, and TriNet, then use dashboards to replace manual reporting and one-off exports.

Align Compensation with Goals

Create a clear link between performance and compensation, so bonus and merit decisions are consistent and measurable. Give executives board-ready visibility into how performance translates to pay, while maintaining the controls needed in regulated environments.

Customization and Flexibility

Use role-based templates for different teams and responsibilities, then tailor cycles and workflows to fit your cadence and governance needs. Roll out gradually to build adoption, reduce change fatigue, and keep managers supported through each phase.

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"Setting up our process in 15Five this year took me maybe 35 minutes... it would take me an entire day and a half in our former performance system. We are definitely far more efficient."

Kelsey Mueller

Manager of Strategic People & Employee Experience, UW Credit Union

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"We’ve got retention of around the 94% percent mark. When someone has that feeling that their manager understands them, so much good can come from that."

Kirsti Grant

VP of People Experience, Auror

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"It was really resetting expectations... we wanted a better way to understand what managers are doing and how employees are doing without dedicating an immense amount of resources to one-on-one interactions."

Laura Gottfredsen Suminski

VP of Talent, UW Credit Union

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Performance and Engagement Tools
Built for Financial Services

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Everything you need to build high-performing teams

Build and launch your review cycle in less than 15 minutes. 15Five gives you a streamlined, transparent, AI-assisted review process that’s easy to run and delivers real results.

Find and fix your most impactful employee engagement challenges

Build, track, and execute plans with real-time guidance and prompts. Engage helps managers translate insights into concrete next steps, supported by coaching tools that drive accountability and sustainable results.

Centralized Reporting Inside 15Five

All survey data lives in the same platform as the rest of your people data. Use AMAYA & the easy-to-read Insights Dashboard to monitor trends, identify risks, and take action—without exporting data or switching tools.

Integration with Manager Tools

Make manager growth easy and measurable. 15Five’s seamless integration with manager tools delivers AI-driven coaching, meeting support, and actionable insights—so managers spend less time on admin and more time leading effectively.

OKRS & Goal Management

Build purpose and alignment with research-backed OKRs. 15Five helps teams clarify objectives, track progress, and stay motivated toward shared success—connecting company, team, and individual goals to daily work.

Move from Insight to Action
with 15Five

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Momentum You Can Measure

Benchmark engagement across teams, time periods, and industries

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Understand the full employee journey

Capture feedback at key moments beyond annual surveys to spot issues earlier, reinforce what’s working, and make smarter people decisions.

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Improve Manager Effectiveness

Gather early feedback to identify gaps in clarity or support and give managers timely insights to course-correct and lead more effectively.

What customers say about 15Five

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“Having all our employee feedback in one platform simplifies our tech stack.”

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“We can finally move away from a hard-to-use HRIS for our onboarding and check-in surveys.”

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“Automating feedback collection saves us significant time on manual tracking.”

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“Our managers are more effective with streamlined workflows and instant insights.”

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“The ability to customize surveys allows us to better reflect our organizational culture.”

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“Integrating Lifecycle Surveys into our HR strategy enhances overall efficiency.”

Learn more about 15Five for Financial Services