Finance hiring, run by agents. Decided by your team.
Named AI agents source, screen, verify and interview compliance, loan processing and client service candidates against your firm's regulatory and data standards, then hand your team an evidence-scored shortlist a minimum of 50% faster. Hire locally, through our recruiters, or build an offshore support team we employ for you.
Min 50%
Faster from brief to shortlist
24/7
AI agents working every finance brief
70%
Savings on offshore support teams
3-month
Free replacement guarantee
Compliance demands keep rising. Headcount budgets do not.
How the agents run a financial services hire.
Every finance brief carries the sector context: which platforms, which regulatory standards, which data handling protocols matter. The agents work it around the clock.
Sift screens on arrival
Every application is read the moment it lands and scored against the finance brief: loan origination system experience, compliance history, data handling familiarity. No CV waits in a queue.
Meet the agentVera verifies the claims
In a sector built on trust, verification matters most. Vera phones every promising candidate to test the claims: which lending platforms they have actually used, how they handled client data, whether the credentials hold up.
Meet the agentIris runs the interview
A recorded video interview with job-specific questions, scored on what candidates actually say and do. Your operations manager watches a fifteen-minute replay instead of running a first-round call.
Meet the agentA human decides
The agents score, flag and rank; your team reviews the evidence and makes every hiring decision. Signals are surfaced for review, never acted on automatically.
Meet the agentPopular roles for financial services firms.
From loan processing to compliance analysis, the most in-demand positions we source and screen.
The AI keeps working after the offer is signed.
Alexia, the same AI engine that coordinated the hire, runs the everyday work for the team you build: triaging client and lender correspondence, keeping review meetings and reporting deadlines on the calendar, and writing up notes and follow-ups, so your processing and compliance staff spend their time on the work that needs a person.
Explore AlexiaAlexia, on your team's side
Working from day one, on every hire
- Inbox triage for client, lender and insurer correspondence
- Client reviews and reporting deadlines scheduled automatically
- Meeting notes and follow-ups written for the team
Four ways to hire for your firm.
Every model runs on the same agentic platform. Pick how much of the work you want to own, role by role.
Self-serve platform
Post the role, set the budget, and the agents source, screen and interview while your operations lead reads the evidence and decides.
See platform tiersTeamified Search
One specific hire, from a senior compliance officer to a CFO. A vetted shortlist, and you pay only on a successful placement.
Explore SearchManaged Recruitment
A dedicated recruiter across several open roles at once, ideal for growth periods when analyst, processing and client service roles all open together.
Explore Managed RecruitmentGlobal Outsourcing
A dedicated offshore processing and compliance support team, recruited on the platform and employed compliantly on our own registered entities, at up to 70% less than local hiring.
Explore Global OutsourcingHiring for financial services: what you need to know.
Why financial services firms are building offshore support teams
Financial services is one of the most compliance-intensive industries in Australia. The cost of maintaining adequate compliance, administration, and client service capacity is rising, while the pool of qualified local candidates remains constrained. A growing number of firms are responding by separating their back-office support functions from their client-facing and advisory roles, and building dedicated offshore teams to handle the former.
Loan processing, compliance data entry, portfolio administration, client communication support, and financial reporting assistance are all functions where offshore delivery at a fraction of local cost has become standard practice among progressive financial services businesses.
Addressing data security concerns for offshore financial teams
The most common concern financial services firms raise about offshore hiring is data security. This is a legitimate concern, and one that Teamified has built its operating model around. All offshore staff operate within your IT environment, using your approved systems and access controls. Teamified does not operate a shared environment; your team is dedicated exclusively to your firm.
For firms with specific data residency or access requirements, we work with your IT and compliance teams to design an access architecture that meets your obligations under ASIC, APRA, and the Australian Privacy Act. The onboarding programme includes your data handling policies and security protocols as standard.
Managing offshore financial teams through reporting periods
One of the advantages of a dedicated offshore team (rather than an ad-hoc outsourcing arrangement) is that the team is fully embedded in your firm's calendar and workload rhythms. They know your reporting cycles, your peak periods, and your quality standards.
The platform gives managers real-time visibility over task completion, accuracy rates, and team availability. This level of oversight is particularly valuable during EOFY, audit preparation, or regulatory reporting periods when the cost of errors is high.
Frequently asked questions
Everything financial services firms need to know about hiring with Teamified.