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Best Financial Services Applicant Tracking System

A financial services ATS built for compliant, high-trust hiring

Hiring in financial services is built on trust. You’re assessing credentials, protecting sensitive data, and keeping processes consistent across teams and locations.

Pinpoint is a financial services ATS that helps you hire with structure, reduce admin, and stay audit-ready, without adding complexity.

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Trusted by talent teams in regulated industries

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Why financial services teams choose Pinpoint

Hiring processes you can defend

Structured scorecards, consistent workflows, and clear approvals help you run fair, repeatable hiring that stands up to scrutiny.

Audit-ready visibility, without extra effort

Permissions, reporting, and audit trails give you clarity on what happened, when it happened, and who made the call.

Great candidate experience for high-trust talent

Mobile-friendly applications, fast scheduling, and clear communication help you keep senior and specialist candidates engaged.

Hire with clarity and control

Pinpoint brings structure and clarity to financial services hiring. From role approval to onboarding, everything stays connected, documented, and easy to follow, so you can make confident decisions and show how you got there.

  1. Plan
  2. Attract
  3. Engage
  4. Select
  5. Onboard

Plan

Get less reactive and more proactive

  • Position Management
  • Job Requisition Management
  • Reporting
See all Plan features

Attract

Reach the right candidates, wherever they are

  • AI Chatbot
  • Branded Careers Website
  • Job Board Advertising Software
  • Employee Referral Software
  • Recruitment Agency Portal
  • Online Application Forms
  • Sourcing Extension
  • Multilingual Candidate Experience
See all Attract features

Engage

Create a great experience for today’s candidates—and tomorrow’s

  • Automations
  • Talent Pool Software
  • Candidate Profiles
  • Candidate Communication Management
  • Multilingual Candidate Experience
  • Candidate Experience Surveys
See all Engage features

Select

Bring every part of the selection process into the ATS for better decisions, faster

  • Reference checks
  • AI Custom Fields
  • Interview Scheduling Software
  • Video Interviewing
  • Blind Recruitment Software
  • Candidate Scorecards
  • Offer Management Software
  • Team Collaboration
  • Hiring Workflow Management Software
See all Select features

Onboard

Personalize new hire onboarding at scale, with less admin

  • Employee Onboarding
See all Onboard features
All features Next
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

Security and privacy that match financial services expectations

ISO and SOC credentials matter, but day-to-day controls matter too. Pinpoint helps you manage access, protect sensitive candidate data, and maintain clear accountability across the hiring process.

  • Know your data will be secure with ISO27001 and SOC 2 Type II Certification.
  • Protect the visibility of sensitive data with role-based access controls and flexible permissions.
  • Get flexibility over what data you store, and for how long, with custom, region-specific data retention and privacy controls.
  • Easily connect Pinpoint to the rest of your tools via a robust API & webhooks.
  • Track down who did what, when, with comprehensive audit logs.
Security & Privacy

The ATS designed for financial services hiring

Stand out from the competition

Attracting candidates in a competitive industry means selling them on the whole package you offer. That starts with a compelling careers site.

Based on data from hundreds of thousands of candidate experiences, our team helps you design and build a careers site that attracts the right candidates to fit your needs.
Careers Website Builder

Find more qualified talent

Promote jobs on social media, through major job boards like Indeed, ZipRecruiter, or Monster, and on industry-specific job boards like eFinancial Careers.

Use our Employee Referral platform to encourage and reward referrals.
job-board

Filter candidates fast

Use “knockout questions” to quickly filter out the candidates that won’t be a fit before you send them for review. For example: right to work permissions, schedule availability, required education or training, certifications, etc.
Job Application Form Design
Case study

Reducing admin and providing a professional candidate experience for Grant Thornton

After implementing Pinpoint, processes have been streamlined, the candidate experience has been improved, and recruitment admin has been significantly reduced.

Read case study
Grant Thornton Recruitment Case Study

Build a talent pipeline

Build and nurture a database of candidates that are a great fit for your business, but who you haven’t been able to hire yet. Pinpoint automatically surfaces candidates from your talent pipeline that could be a great fit each time you create a new opportunity.
Talent Pool Pipeline Refresh

Help hiring managers spend less time recruiting

Improve collaboration and empower your team, without adding extra work. Our streamlined and intuitive hiring manager portals give them all the information they need at a glance. Easy interview scheduling and custom scorecards keep the hiring process fast and equitable.

Our team is here to help train managers on the platform and offer support, whenever it's needed.
Custom Hiring Workflows

Improve on diversity and inclusion

We built Pinpoint with D&I in mind and best practices at its core. Implement, measure, and improve your diversity and inclusion initiatives with tools like equality monitoring, performance reporting, structured interviews, and anonymous screening.
Blind recruitment software

Use data to improve your process

From optimizing your recruitment marketing budget to improving the diversity of your talent pool, you’ll get actionable insights from beautifully presented reports.
Custom recruitment Report Builder

Put onboarding on autopilot, without compliance risk

From collecting right to work information and references, to distributing policies and handbooks, Pinpoint makes it easy to onboard new hires without manual paperwork.
Employee Retention Software

Connect Pinpoint to the tools you already use

Whether you’re syncing calendars, pushing data to your HRIS, or integrating with your assessment tools, Pinpoint makes it easy. Our platform is built to connect—securely, reliably, and without burdening your IT team.

  • Pre-built integrations with hundreds of tools
  • Open API for advanced or custom setups
  • Enterprise-grade security and access controls
  • Technical support through implementation and beyond
Integrations

Implementation done right, support that sticks with you

You don’t need another clunky rollout. Or another tool your team avoids using.

From day one, you’ll get expert-led implementation, tailored training, and a rollout that works for your team.

After go-live, your named Customer Success Manager helps you keep improving—and when questions pop up, you’ll get answers from real people on live chat in minutes.

Implementation & Support
Live chat support in Pinpoint

Award-winning and highly rated

G2 ATS Grid Leader Fall 2025
G2 ATS Momentum Leader Fall 2025
Capterra
SoftwareWorld Top Rated
Software Advice
G2 Users Love Us Spring 2025
G2 ATS Best Support Fall 2025

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Frequently asked questions about financial services ATSs

Q

What is a financial services ATS?

A

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.

Q

What are the best applicant tracking systems for financial services?

A

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.

Q

What features should a financial services applicant tracking system include?

A

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.

Q

How does an ATS help reduce hiring risk in financial services?

A

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.

Q

Is Pinpoint a good fit for financial services teams?

A

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.