Outplacement Services for Financial Services Organizations

Workforce changes in financial services carry heightened risk. Employees manage regulated activities, client relationships, and sensitive information. Transitions often happen under scrutiny, where communication, discretion, and speed matter.

Relevante delivers compliance-aware outplacement services that help financial services organizations support impacted employees while protecting reputation and reducing disruption across banking, insurance, and investment teams.

Why Financial Services HR Teams Choose Relevante

Financial HR leaders need an outplacement partner who understands urgency, regulation, and accountability in a high-stakes environment.

100% placement guarantee for Professionals

Fixed pricing with guaranteed placement outcomes

Deployment within 24 - 48 hours

Simple onboarding with immediate program activation.

1:1 Coaching for Every Participant

Personalized support, not a call-center model.

Built for Financial Services Transitions

Financial services workforce transitions are complex. They often involve regulated roles, licensed professionals, client-facing responsibilities, and confidentiality requirements.

Relevante’s delivery model is designed to support organizations navigating restructures without compromising compliance, brand trust, or operational continuity.

Financial Services Challenges We’re Built For

Regulated Roles

Messaging discipline and documentation awareness.

Client Relationship Sensitivity

Transitions involving books of business and trust.

Reputation Risk

Discretion and confidentiality in competitive markets.

Role Coverage Across Financial Services Organizations

Relevante supports a wide range of roles so organizations can run one consistent outplacement program across the enterprise.

Banking & Lending

Branch leadership, underwriting, credit, treasury, risk

Insurance & Brokerage

Claims, underwriting, actuarial, customer operations

Investments & Market

Investment support, research, operations, portfolio teams

Corporate Functions

Finance, accounting, audit, compliance, HR, analytics

Technology & Risk

IT, cybersecurity, data governance, operational risk

Why Choose Relevante

Relevante is built for Financial organizations that need a modern outplacement partner combining empathy, execution, and predictable economics.

1:1 coaching throughout the transition

100% placement guarantee

Fixed pricing through placement

Rapid deployment within 24 - 48 hours

Clear visibility for HR and leadership from start to finish

Contact Details

    Testimonials - Financial Industry

    Outplacement Services FAQs

    Q: How do we get started with Relevante’s Outplacement Services? 
    A: Simply schedule an intro meeting with us. We’ll learn about your company, explain our services, and answer any questions. Then, we’ll execute a Services Agreement via DocuSign to begin. 

    Q: Is there a cost to put the agreement in place? 
    A: No. There are no setup fees, minimums, or ongoing costs. You only pay when an employee is onboarded and accepts our services. 

    Q: How quickly can we begin onboarding employees? 
    A: We can onboard displaced employees within 24-48 hours of executing the Services Agreement. 

    Q: Is this service available to companies of all sizes? 
    A: Yes. We support small businesses, nonprofits, and large enterprises alike-whether you’re referring one person or handling a larger reduction in force (RIF). 

    Q: Is there a minimum number of employees that must be referred monthly or annually? 
    A: No. There is no minimum referral requirement to establish an agreement with Relevante for Outplacement Services. Additionally, there are no ongoing fees simply for maintaining an agreement with us. 

    Q: What services are included for employees?
    A: Resume writing, LinkedIn optimization, interview preparation, job application coaching, offer negotiation, and more-all delivered 1-to-1 by Certified Career Coaches. 

    Q: How are employees matched with a coach?
    A: We match them based on industry, job level, and career goals to ensure personalized and relevant guidance. 

    Q: What industries and employee levels do you support?
    A: We provide Outplacement Services across all industries and support employees at every level, from entry-level to executive leadership.  

    Q: How long do you work with each employee?
    A: We work with every employee until they land a new job. No matter how long it takes. 

    Q: How frequently are coaching sessions held?
    A: Weekly at first, then adjusted based on the employee’s progress and preferences. 

    Q: How are sessions conducted?
    A: Sessions are held via Microsoft Teams video or phone call. Additional communication is done via email. 

    Q: Do you offer services in all 50 U.S. states? 
    A: Yes, we support clients and employees in every U.S. state. 

    Q: Do you provide international services? 
    A: Yes. We serve U.S.-based employers with global employees, except in countries where U.S. law prohibits it. 

    Q: How is pricing structured? 
    A: Our pricing is fixed per onboarded employee and includes all services until the employee finds a job. 

    Q: Are there discounts for nonprofits? 
    A: Yes, we offer discounted pricing for nonprofit organizations. 

    Q: Are there any ongoing fees? 
    A: No. You’re only billed when an employee is onboarded and chooses to participate. 

    Q: How do Outplacement Services affect unemployment costs?
    A: Every week an employee collects unemployment draws against your reserve account, potentially raising future premiums. We reduce job search time, which can lead to meaningful savings. 

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