Financial services sector hiring
A financial services ATS built for compliant, high-trust hiring
Pinpoint helps financial services teams hire with structure, reduce admin, and stay audit-ready without adding complexity across teams and locations.
Chosen by leading financial services hiring teams
Everything you need to hire in a regulated environment
Run every hire with clear processes, built-in compliance, and full visibility, so your team can move faster without losing control.
Structured, defensible assessment
Custom scorecards let every interviewer evaluate candidates against the same defined criteria, with scores captured, averaged across panel members, and stored on the candidate record.
Audit-ready by default
Permissions, reporting, and audit trails are built into how your team already works, so you always know what happened, when it happened, and who made the call.
Specialist talent pipelines
Pinpoint surfaces pre-qualified candidates from your talent pool whenever a relevant role opens, reducing time-to-fill and reliance on agencies.
Bias-resistant shortlisting
Anonymized screening strips identifying information from candidate profiles before hiring managers review them, so shortlisting decisions are based on skills and experience alone.
Confidential search controls
Role-based access controls ensure that sensitive mandates are visible only to named people, protecting information both inside and outside the firm at every stage.
A candidate experience that reflects your standards
Mobile-friendly applications, fast interview scheduling, and clear communication at every stage keep high-trust talent engaged and your firm looking as professional as it is.
"Pinpoint is so quick and user-friendly. We have saved so much time on admin since we started using it. I don't think I could ever go back to our old way of recruiting."
Katie De Carteret
People and Culture Administrator, Grant Thornton
Keep your hiring compliant and competitive
Anonymized screening
Remove bias from shortlisting with anonymized candidate review
Pinpoint's anonymized screening strips identify information from candidate profiles before hiring managers review them. Your team shortlists on skills and experience alone, with full profiles restored at the interview stage, giving you a defensible, structured approach to diversity without changing how managers work.
Candidate scorecards
Custom scorecards let every interviewer evaluate candidates against the same defined criteria, with scores captured, averaged across panel members, and stored on the candidate record. Hiring decisions are documented, consistent, and ready to withstand scrutiny from leadership, legal, or regulators.
Talent pipelines
Pinpoint automatically surfaces candidates from your existing talent pool each time a new role opens. Tag candidates by specialism, seniority, and pipeline stage so your team has warm, pre-qualified options ready to contact, especially useful during bonus-season attrition when speed matters most.
Branded careers website
Pinpoint helps you design and build a branded, mobile-friendly careers site that sells your full offer: culture, benefits, and career path, not just the role. It is built to attract the right people and convert more visitors into applicants.
Reporting
Get full visibility into every stage of the hiring process, from application through to offer, with structured data and audit-ready reports. Monitor diversity, track decision-making, and surface bottlenecks, so your team can improve performance while staying compliant.
Everything you need to hire with confidence
Faster hiring with less manual admin
Clear, defensible decisions at every stage
Full visibility across every role and team
Audit-ready records without extra work
Built-in compliance for regulated hiring
Control over sensitive and confidential searches
Better candidate experience for high-trust roles
Stronger, fairer hiring outcomes
Scalable processes across teams and locations
One system for every type of hire
Hospitality
65%
reduction in time to hire
Streamlined
casting day coordination
Increased
candidate communication
“With these new tools, we’ve set a good foundation to scale our hiring while maintaining our culture and delivering a really great candidate and employee experience.”
Michael Easton
Nonprofit
Strengthened
candidate engagement
Increased
candidate trust
Reduced
reliance on paid ads
“Pinpoint has completely changed how we work. We're more efficient, more consistent, and better equipped to give every candidate a great experience.”
Emma Bishop
Professional Services
Lower
risk of candidates stalling
Improved
visibility for TA leaders and stakeholders
3,500
employees supported in the states
“I just love that I can manage everything and every role in one place without having to jump between systems.”
Liz Mellor
Retail
Centralized
visibility on all candidates
100+
locations supported
Strengthened
hiring manager adoption
“It’s been really lovely using Pinpoint to align things a bit more. Across the board now, all of our candidates are getting a more similar experience, and the communication they’re getting is much stronger.”
Adam Barnes
Trusted by financial services hiring teams
4.8
4.8
4.8
Ready to hire with structure, speed, and compliance?
See how Pinpoint helps financial services teams reduce admin, stay audit-ready, and compete for the best specialist talent.
G2
4.8
Capterra
4.8
SSR
4.8
A financial services ATS is an applicant tracking system designed to support structured, high-trust hiring in regulated environments. It helps teams manage applications, interviews, approvals, and onboarding while maintaining consistency, visibility, and accountability across the hiring process.
Unlike general recruitment software, a financial services ATS needs to support specialist and senior roles, protect sensitive candidate data, and make hiring decisions easy to review and defend.
The best applicant tracking systems for financial services support structured workflows, strong access controls, clear reporting, and consistent evaluation across roles and teams. Based on independent review data and financial-services-friendly capabilities, common options include:
Pinpoint Pinpoint is built for mid-sized and enterprise financial services teams. It supports configurable workflows, structured interviews, granular permissions, and audit-ready reporting, with a hiring manager experience teams actually use.
Greenhouse Greenhouse is often used by larger organizations that want structured interviewing and a broad integration ecosystem.
Lever Lever is commonly chosen by teams that want ATS and CRM functionality combined, particularly for pipeline-focused hiring.
Workable Workable is a general ATS that can suit smaller financial services teams looking for quick setup and straightforward workflows.
Each platform fits different needs, but financial services teams typically benefit most from an ATS that balances structure, flexibility, and accountability, like Pinpoint.
A financial services applicant tracking system should support careful decision-making and consistent processes. Key features to look for include:
Structured interviews and scorecards Consistent evaluation tools like scorecards help improve decision quality and make hiring easier to explain and defend.
Approvals and permissions Role-based access controls help protect sensitive information and keep visibility where it belongs.
Clear reporting and audit trails Reporting should show what happened, when it happened, and who was involved at every stage.
Workflow flexibility by role type Graduate hiring, compliance roles, and senior searches often need different steps, and your ATS should support that without workarounds.
Candidate experience that reflects your brand Clear communication, fast scheduling, and a straightforward application flow help keep high-quality candidates engaged.
With the right features in place, financial services ATSs like Pinpoint help teams hire with confidence while reducing manual admin.
An ATS reduces hiring risk by bringing structure and consistency to the process. Instead of relying on informal steps or disconnected tools, teams can standardize workflows, apply the same evaluation criteria across candidates, and keep a clear record of decisions.
A strong financial services ATS also supports permissions, reporting, and audit trails, which makes it easier to review hiring activity and demonstrate fair, consistent decision-making when needed.
Pinpoint is a strong fit for financial services teams that need structure without rigidity. It helps teams run consistent hiring processes, support hiring managers, protect sensitive data, and stay aligned from planning through onboarding.
It works particularly well for organizations hiring across multiple role types or locations, where clarity and confidence in the process matter as much as speed.