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Performance Evaluations, Appraisals and Assessments
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Halogen Software Customer Case Studies in Financial Services
Our Customers
Over 1000 worldwide!
Capital District Physicians Health Plan, Inc. (CDPHP)
CDPHP selects Halogen's Succession Planning Software

Rapidly growing health insurance plan provider, Capital District Physicians Health Plan, Inc. (CDPHP) needed to make sure their workforce would have the skills and competencies needed to support their 3 to 5 year strategic plan. Halogen eAppraisal and eSuccession helped them gain a better understanding of their workforce potential and areas of retention risk. Now their employees have aligned goals and development plans in place to ensure succession in all key areas, driving stronger employee engagement.

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Industry:
Financial Services
New Boston Fund
New Boston Fund Inc.

Like many financial services companies, New Boston Fund had a unique approach to handling employee goals and appraisals that it needed to preserve. But dealing with all that paper was tedious. They needed to streamline their process and improve tracking, but wanted to keep intact the fundamental nature of their performance appraisal and goal setting processes. Halogen eAppraisal gave them the flexibility and efficiency they needed while maintaining the look and feel of their forms and the familiarity of their process.

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Industry:
Financial Services
AGF Management
As a provider of innovative investment solutions, AGF Management was looking for innovation in employee appraisals. They were focused on creating a high performance culture, and wanted to strengthen employee engagement by linking corporate goals with individual objectives. Halogen eAppraisal stood up to their rigorous selection process with the added benefit of being able to meet the specific needs of individual business units.

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Industry:
Financial Services
Standard Bank

Standard Bank needed a stable, reliable and flexible performance appraisal system to replace its homegrown application. They wanted a vendor with proven track record, and a system that could mimic the best of what they currently had without taxing their IT group.

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Industry:
Financial Services
Accredited Home Lenders

As it experienced rapid growth, Accredited Home Lenders knew it needed a more efficient and consistent appraisal system. The simple to use Halogen eAppraisal delivered, enabling them to:

  • Accommodate their over 300 active job titles,
  • Standardize their feedback process and ratings, and
  • Keep track of it all with dashboard analytics.

They also moved to a focal merit increase review process with Halogen eCompensation, tying compensation directly to performance.

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Industry:
Financial Services
America's Largest Non-Profit Investment Management Firm

With their focus on productivity, cost management and pay-for-performance, this organization sought a way to automate their unique performance management and compensation processes. Halogen's Employee Performance Management Suite (eAppraisal, eCompensation and e360) gave them the security, flexibility, ease of use and staged implementation they needed. The result: more meaningful appraisals that include development plans, better interaction between employees and managers, and tools that provide accurate data to determine merit-based increases and complex incentive bonuses.

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Industry:
Financial Services

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