A High-Return Approach to Employee Engagement
Serving professionals for more than 45 years, fdp puts its employees at the heart of its priorities.
Serving professionals for more than 45 years, Financière des professionnels (fdp) stands out for its private wealth management approach, grounded in a deep understanding of the reality of its specialized clientele.
The highly personalized support provided by the firm's teams maximizes the impact and added value of its services for clients, no matter the stage of their professional or personal life.
Employees: an initiative to analyze the experience of every employee
Survey participation rate, even during the summer months
Serving professionals
Far more than a mission for clients
But beyond its mission to give clients the very best experience, fdp makes a point of placing its employees at the heart of its priorities and actions.
Recipient of the Employer of Choice in Canada award in 2016 and 2017, holder of the Concilivi seal since 2022, and winner of the Prix Distinction in 2021 and 2022, the organization places great importance on the well-being of its teams.
It therefore made perfect sense to undertake an initiative to analyze the experience of its 192 employees.
While employee engagement surveys had been conducted in previous years, they measured only a specific period rather than a full year.
Continuous measurement
Capturing the employee experience throughout the year, not just at a single moment.
In other words, how are employees doing throughout the year? During busier periods as well as quieter ones?
fdp therefore launched a continuous engagement improvement initiative in the spring of 2023 with Amélio, making it possible to gather data that reflects the employee experience as a whole.
An engagement initiative: a shared responsibility
From the very start of the initiative, it has been crystal clear to fdp that engagement is everyone's business! It is indeed a shared responsibility at every level: between the organization, managers and employees themselves. Everything is therefore done to encourage everyone's involvement in this philosophy.
According to Coraline Masson, Senior Advisor, Employee Experience and Internal Communications at fdp, an initiative like this needs champions who are convinced of its potential benefits. Managers should certainly be counted among those champions. They can have a fast, tangible impact on employee engagement.
That is why managers were trained to make the most of the Amélio platform. They are also supported on a regular basis in analyzing their results by the Culture and Human Capital team.
The purpose of the initiative was also driven home time and again:
We keep saying it: this is not a report card for managers! These are indicators whose main purpose is to open up dialogue with employees. Managers have committed to regularly following up on the survey results with their teams.
Coraline MassonSenior Advisor, Employee Experience and Internal Communications
Coraline
An initiative that was very well received
The initiative was very well received by employees.
In fact, even during the summer months, for example, the survey draws a participation rate of around 80%.
They are also very generous with their comments, clearly showing how much they care about it all.
Sustaining participation and avoiding fatigue
To sustain this participation and avoid fatigue, Coraline Masson regularly stresses the importance of showing employees that their opinions are heard and that actions are being taken to address the issues identified. At fdp, it is essential to continually question and adapt practices.
A more formal presentation of the results is given to employees twice a year at corporate meetings, to frame the organization's engagement philosophy and the positive impact their survey participation has on finding solutions and taking action.
A highly stimulating project
Beyond being an extremely useful source of data for measuring engagement and identifying courses of action, the Amélio platform can be a highly stimulating tool for the Culture and Human Capital team.
The Amélio project is one of the most rewarding projects of my career! It is not only a customizable, flexible and easy-to-use platform, but one that also fits perfectly with our organizational DNA. It is very motivating!
What's more, at fdp, engagement surveys help to regularly reaffirm an employer brand defined by values of humanity, integrity and attentive listening, applied to both recruitment and employee retention.
In short…
At fdp, strategies and actions are regularly reassessed to always keep the interests of employees and clients as the priority. The continuous improvement process with Amélio fits perfectly with this vision, since engagement surveys make it possible to better pinpoint strengths and areas for improvement, in order to adjust practices and enhance the employee experience.
At the same time, this constantly reaffirms a culture that encourages open dialogue. In fact, one of the next steps in fdp's initiative will be to activate the recognition module available in the Amélio platform. This feature will surely help deepen this culture of openness that encourages everyone to collaborate.
So we can safely say: "it pays to work with Amélio!" 😉
Employee engagement is essential to high performance.
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