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Retain 2.0 for Financial Services
A safe and secure approach to keeping valuable financial services talent engaged in the work-from-home environment.
Employee Experience
Retain 2.0 for Financial Services
A safe and secure approach
to keeping
valuable financial
services talent engaged
in the
work-from-home environment
Companies need to provide flexible work environments.
We can help.
Employee expectations are evolving. Many workers will only stay at financial institutions that offer remote-work options and flexible, engaging virtual workplace environments. That's where we come in.
Retain 2.0 puts our award-winning work-from-home model to use for you. We help financial institutions devise a customized strategy, guide a seamless transition for employees, and provide onboarding and ongoing technology tools to keep employees engaged. The result? Employees get the flexibility they want and you get the results you need.
Partnership-driven transition that seamlessly moves your
remote employees to TTEC’s proven @home operations
Successfully transitioning employees requires a thoughtful, empathetic approach.
We partner with you every step of the way to merge best practices with our @Home
model, creating superior experiences for employees AND the customers they serve.
Unified,
collaborative
approach
Clear and consistent
communications to
eliminate employee
uncertainty
Maintain a ‘what’s
in it for me’
mindset for the
employees
Prioritize wellness
and what impacts
satisfaction and
performance
Merge best practices
to best serve
the employee
and the brand
In less than 12 weeks we’ll get employees acquainted with TTEC, match them
with dedicated onboarding ambassadors, and engage them in virtual events
and trainings to ensure a smooth transition with no disruption to customers.
State-of-the art technology and proven processes to keep
financial services employees engaged and productive
Partnering with TTEC gives financial institutions access to seamless employee onboarding, virtual learning
and development, smart and secure workforce management, and strong culture and community.

Enhanced EX and
seamless onboarding
To align with business objectives and values
Use the right blend of AI and human interactions to optimize the employee onboarding experience, keep employees informed, and track wellness and satisfaction. We also deliver 24/7 technical support to employees, along with meaningful virtual events and real-time chat access.

Virtual learning
and development
To improve retention and career growth
Receive real-time, analytics-based coaching from leaders focused on developing financial services talent and aligning client objectives. Reward employee behavior and encourage development through our gamified programs, and help guide employees along their career path with our iAspire platform.

Smart and Secure
Workforce Management
For capacity planning and data reporting
Harness the power of cutting-edge workforce optimization and management tools: employee-friendly schedules, consistent audits on employee shifts, contingency management, business continuity processes, regulatory compliance requirements, and more.

Strong culture
and community
To support employee wellbeing
Give employees a place to communicate, collaborate, and quickly access support through TTEC Neighborhood. Keep your finger on the pulse of employee sentiment through our rigorous survey process, continually gathering feedback to improve employee experience and diversity.

Outcomes View all Case Studies→
Our solutions help retain top talent and keep employees engaged
through flexible work environments that can launch and scale quickly.

CX STRATEGY GUIDE
Solve the financial services CX talent challenge with flexible remote-work environments
Learn how to build a highly productive and engaged financial services workforce that maintains superior customer support.
We are proud to be recognized
as a market leader in employee
engagement and remote jobs


