Case Study: Global Financial Services Firm achieves stronger employee connection with Achievers

How a global financial services firm leverages employee connections

A global financial services firm with 23,000+ employees across 20+ countries was struggling to help a dispersed workforce feel connected, especially as teams grew more siloed and onboarding, mentorship, and cross-functional relationship-building became harder. After adopting Achievers’ employee experience platform, the company piloted Connect™ to create more meaningful employee connections and strengthen belonging across the organization.

Achievers’ Connect™ used smart matching to pair employees for coffee chats with icebreaker prompts, and the program quickly expanded beyond general networking into onboarding, leadership development, DEI, and team-specific use cases. The impact was strong: some coffee chat rounds included 2,240–2,880 participants, feedback was overwhelmingly positive, and the firm saw greater collaboration, stronger culture, and increased demand to extend the program further, including potential integration with Microsoft Teams.