Transform the experience of financial services employees

WorkTango’s award-winning employee experience solution helps credit unions and financial organizations transform their culture and create highly engaged workforces.

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Transform the experience of financial services employees

The Employee Experience Platform of choice for the financial services industry

Featured Case Study

Real results from American Eagle Financial Credit Union within 12 months

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increase in employee engagement
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increase in pulse survey participation
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increase in favorability score

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Recognition & Rewards

Amplify and incentivize key behaviors and values for financial services employees

  • Encourage employees, managers, and executives to send public or private recognition, with or without points
  • Customize recognition to support peer-nominated awards and automated milestone celebrations (i.e. years of service, birthdays)
  • Let your employees choose their rewards from the Employee Rewards Marketplace filled with products, experiences, and more from popular brands such as Apple and Amazon
  • Build a culture of appreciation and ensure key values permeate all financial services employees
  • Drive behaviors such as wellness, professional development, and employee referrals with Incentives

Arrowhead Credit Union cut employee quit rate in half

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reduction in employee turnover
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savings in reward budget
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employees actively sending recognition

Surveys & Insights

Turn insights into action across the entire employee lifecycle

  • Get diagnostic feedback across the entire employee lifecycle with customizable survey templates for onboarding, development, engagement, DE&I, and off-boarding of financial services employees
  • Identify key focus areas and analyze trends
  • Measure engagement by location, branch, group, team, department and more
  • View actionable insights leadership can use to improve your employee NPS and company culture
  • Automatically generate Action Plans to help improve the specific issues highlighted in employee surveys

RBFCU’s collision of CX and the employee experience

RBFCU leveraged WorkTango’s Recognition & Rewards platform to elevate its member experience program — plus, employee retention increased and customer NPS scores steadily grew.

With the recognition platform in place giving employees visibility of RBFCU’s employee efforts, the awareness of the member experience program went way up as employee KPIs were celebrated by recognition.

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decrease in employee turnover
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increase in high member service scored employees

Employee Engagement

Measure and improve employee alignment and engagement

  • Give all employees a voice – whether they’re helping customers on the phone, in person, or are behind the scenes – through customizable surveys that can be completed on any device, from anywhere
  • Support confidentiality, authentic feedback and high participation rates with our Employee Promise
  • Measure engagement with research-based questions, or customize to keep historical trends
  • Use Anonymous Conversations to respond to comments to ensure all employees feel heard

Leverage WorkTango to deliver impactful employee recognition and improve service excellence

WorkTango is a great fit for what we do and what we stand for. Employees are more consistently giving good service. If we treat each other well, we are seeing that there’s a return on investment to members.

Evan Fournet
AVP of Learning and Development

WorkTango is an excellent resource to recognize co-workers, management, and others who make work life a pleasure and who impact our jobs in a positive manner. It solves the problem of how to recognize others in an impactful manner and at the same time reward them for their good work.

WorkTango User

This is the best thing ever. It’s exactly what I need, and it’s easy to administer. I would say I spend 15 minutes a day administering.

Valerie Hopkins
SVP of Human Resources
Arrowhead Credit Union

The upside to using WorkTango is that anyone can recognize anyone for anything. There isn’t a middle-man for processing your acknowledgements and your awards are immediate. I can also choose the amount of the award I want to give individually or split evenly through a group of people. Very customizable.

WorkTango User

WorkTango Employee Experience Platform

Looking for a holistic solution to measure and improve Employee Engagement at your financial organization?

WorkTango is the only holistic Employee Experience Platform built for the modern workplace that enables meaningful recognition and rewards, offers actionable insights through employee surveys, and supports alignment through goal setting and feedback.

WorkTango is built for the workplace we all want to be a part of – where priorities become clear, achievements are celebrated, and employees have a voice.

Learn More >

Credit Union & Financial Services Case Studies

Case Studies

Apple Federal Credit Union Increased Staff Loyalty Scores

Case Studies

Arrowhead Credit Union Cut Employee Quite Rate in Half

Case Studies

RBFCU’s Collision of CX and the Employee Experience

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