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Secure your talent pipeline with the leading preboarding software for finance

In the competitive world of financial services, the gap between an offer and day one is a high-risk period for candidate dropouts. Eli addresses this head-on, having been recognised as Onboarding Solution of the Year for five consecutive years. By eliminating inconsistent outcomes and reducing early attrition, we ensure your new hires are compliant, engaged and productive from the very start. Our specialist onboarding software is designed to meet the rigorous demands of the finance sector. From complex pre-boarding journeys to seamless internal mobility, this secure platform delivers the measurable roi and high standards of reliability that banking and financial organisations require to thrive.

What do clients think about Eli Onboarding?

Real time reporting

Our advanced MI dashboard tracks engagement and every other metric that matters – even wellbeing. It also provides POP trend analysis.

MI Dashboard & Eli Insights Engagement Score (Thin) (1)

Compliance completed

Ensure important compliance related tasks are completed on time, every time. Monitor, track and manage in real time, and let Eli (automatically) nudge people as deadlines approach.

Compliance & Checklists Checklist Reminder Managers

Unparalleled data analysis

Eli Insights™ tracks and analyses millions of data points to give each person a bespoke engagement score. In real time and at every point in their onboarding journey. Eli can even take action on your behalf.

Eli Insights Engagement Score & MI Dashboard (Thin)

Manage every internal team

Onboarding can be complicated. Let Eli simplify it for you, supporting every team and individual involved in your process.

Managers Portal Content (Thin)

Keeping your data secure

We take data security very seriously, which is why we’re ISO27001:2022 certified.

Data security at Eli

Information Security Certification

No content, no problem

Eli comes with pre-built content, checklists and training. Plus, our team of in-house creatives can support you with everything from copywriting to videos.

Personalised Content DNV (Thin)

Expert support for financial onboarding

In our 2026 global client survey, Eli achieved a Net Promoter Score of +80. 100% of clients also rated the support they received from Eli 5 out of 5 stars, recognising our ongoing commitment to outstanding post-launch support and long-term client partnerships.

Frequently Asked Questions

How does Eli improve onboarding compliance for financial services?

Eli automates the collection of essential documentation and uses automated nudges to ensure all regulatory requirements are met well before day one.

Can Eli help reduce candidate reneges in the banking sector?

Yes. By filling the engagement gap between the offer and day one, Eli builds a strong connection to the business, its culture, and its people. This early immersion fosters a sense of belonging that reduces the likelihood of candidates accepting competing offers.

What insights does Eli provide for managing large cohorts in finance?

Our Eli Insights™ dashboard provides real-time engagement data and flight risk ratings, allowing HR teams to identify and support hires who may be at risk of dropping out.

Does Eli support internal mobility for global financial organisations?

Absolutely. Eli is designed to manage complex hiring journeys, including seamless transitions for existing employees moving into new internal roles.

How does the platform ensure data security for onboarding?

We take data security seriously. Eli is both ISO27001:2022 and Cyber Essentials certified, providing the robust security framework required by global financial institutions.

Is there a version of Eli designed for rapid deployment or smaller teams?

Yes, our Eli Go onboarding solution is built for organisations that require a fast-to-market approach without compromising on high-quality engagement. It offers a streamlined set of core features designed to get your onboarding journeys live quickly and efficiently.

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