One connected platform
Bankingexecutive search recruitment software
Map the banking market, run the assignment, evidence the process.
Retained assignments on one record — mapping, confidential approaches, milestones and the bank report.
- Mapping
- Approach
- Longlist
- Assessment
- Screening
- Offer & fee
How the desk runs
One platform, from the market map to the offer.
Map the market
Build the target list on the assignment record — the banks, the heads of credit, directors and regulated senior managers inside them, and who has already been spoken to.
Confidential approaches
Approaches, conversations and declines are recorded against the assignment, so a discreet search still leaves a trail the team can work from.
Longlist to shortlist
Regulated hires turn on screening as much as fit, so the candidates who already cleared are the fastest to place again. Move candidates through the assignment stages with the reasoning attached, and send a formatted shortlist from the record.
Assessment and interviews
Interview stages, feedback and assessment notes sit on the candidate within the assignment. At this level the bank is judging whether the screening pack will survive their audit, and the evidence for it belongs on the record.
Retained milestones
Retainer stages are tracked against the assignment, so what has been billed and what is due sits with the work rather than beside it.
The client report
Dashman shows time to screen, placement fees and where assignments stall, so the update is drawn from the record rather than assembled before the call.
Checks and clearances
Screened before the placement is confirmed
Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered.
How documents and expiry work- Regulatory reference requests tracked to completion
- Criminal record and credit screening where the role requires it
- Right-to-work documents with expiry alerts
- Professional qualifications on the candidate record
What the agents add
AI agents working on the banking desk in the background.
Sourcing Sam
Builds the target map of candidates and keeps the assignment's longlist moving.
Compliance Clara
Flags regulatory reference requests tracked to completion coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella and limited for day-rate contractors for review.
Growth Grace
Surfaces new bank leads worth a call.
Manager Max
Briefs the desk each morning on time to screen.
Questions
Executive Search Banking recruitment software questions.
Does it support retained assignments?
Retainer milestones are tracked against the assignment alongside the stages, so what has been billed and what is still due sits with the work.
Can approaches be kept confidential?
Approaches and conversations are recorded against the assignment with the access controls you have configured, so a discreet search still leaves a usable trail.
How is market mapping handled?
The target list of banks and candidates is built on the assignment record, including who has already been approached and what they said.
What does the client see?
Assignment progress is drawn from the record stage by stage, so the update is reported rather than reconstructed before each call.
What checks does a banking placement need?
Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered. The desk holds regulatory reference requests tracked to completion, criminal record and credit screening where the role requires it, right-to-work documents with expiry alerts, professional qualifications on the candidate record.
ComplianceBusiness DevelopmentSourcingDaily BriefingsTimesheetsSee a week of your own banking desk run in one system
Half an hour on your own kind of work.