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Fintech recruitment solutions for Y Tree – Case Study

We were approached by Y Tree Ltd to help them with their latest Fintech recruitment drive, as they continue to grow their young but rapidly expanding business.

Combining technology, data and their extensive financial advice experience to deliver the best possible solutions for their clients, Y Tree had previously suffered from outdated recruitment processes which had led to the wrong hire. With our trusted behavioural assessments and benchmarking methodology, along with our leading digital recruitment platform, You & Me, they decided to put us to the test…

The brief
Y Tree sought out our Fintech recruitment solutions to help them find the right hires for several different positions. Adding to their current 150 or so members of staff, they wanted our assistance to hire:

  • Senior and junior client onboarding analysts
  • Senior and junior data analysts
  • Graduate client analysts

Our recruitment solutions
As with many of our clients, Y Tree wanted to find a way to avoid going through the recruitment process only to find the new employee wasn’t the right fit for the company. Having previously hired someone who was a great fit on paper and at interview, then finding they just didn’t suit the role, the company culture or the client requirements, they felt it was time to use a more modern methodology.
With the more traditional recruitment methods clearly unsuitable for Y Tree, they came to us for a more thorough and proactive approach, and the deeper assessment process we offer via our You & Me recruitment platform.
The recruitment solutions we provided included:

  • Full consultation to determine client benchmarking criteria
  • Candidate search and pre-sift
  • Client/candidate matching
  • Candidate behavioural assessments and analysis
  • Candidate video presentations
  • Candidate responses to client’s pre-set questions

Recruitment results

During this first stage of our ongoing relationship with Y Tree, we’ve managed to find them two new graduate recruits for their client analyst positions. By focusing on the client’s specific benchmarking criteria and company culture, we placed on more that ‘paper evidence’, ensuring a detailed and personal process that enabled us to match by ‘best fit’, not just experience.
We’re still working with Y Tree to find the right people for a few more roles, but we’re proud to say that so far, our Fintech recruitment solutions have led to some great results, with both new hires recently completing their first three successful months with the company.

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