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Boosting Performance in Financial Services

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Complex Cases.
Real People.

Financial institutions operate under intense scrutiny. Teams face fast, high-stakes calls, constant change and relentless expectations. The ability to robustly meet these demands directly impacts regulatory compliance and customer trust. When staff feel overstretched, the risk of errors rises.

We specialize in keeping people within their optimal productivity range, and supporting them when they are pushed beyond it

83% of employees in financial services have considered changing jobs due to the impact of work on their mental health – MHFA England

The Human Cost of High-Stakes Roles

We understand the realities of financial services. External demands, performance targets, pressure on leadership – in a sector where a single error can have serious consequences. Systematic strain impacts performance, culture, talent retention and wellbeing. The solution needs to address the whole system – from leadership to those on the frontline.

These pressures are not just individual challenges; they are systemic risks for financial organisations. Without structured support, teams can burn out, decision-making suffers, and compliance gaps emerge. With the right solutions in place, we can turn these pressures into an opportunity to build resilience, protect output, and strengthen long-term performance.

Over 60% of financial and professional services workers worldwide reporting undue stress and mental health concerns

AML Analysts

Hypervigilance and fatigue.
Fear of missing critical information.

Escalation teams

Decision fatigue. Reputational pressure. Emotional isolation.

Fraud Prevention Specialists

Exposure to manipulation and deceit. Cognitive overload. Escalation stress.

Financial crime units

Disturbing material. Desensitisation or emotional suppression. Ethical stress.

The Zevo Health approach:
SAFER™ in Financial Services

The pressures of financial services demand a wellbeing approach built for high-risk environments. SAFER™ is a performance-enabling framework designed to keep people inside their optimal productivity range under high pressure, while actively protecting and promoting their psychological health. Applied to the realities of fraud detection, AML, financial crime prevention, and beyond, it ensures wellbeing is treated as a core part of operational resilience – not a perk.

SAFER™

Preventative

Proactive support before performance drops

Responsive

Ready when required

Measurable

With impact tied to KPIs like handling time, accuracy, and retention

Tailored

To high-pressure roles and decision-heavy environments

Co-designed

To meet the needs of the whole team

Embedded

Into daily operations, not bolted on as an afterthought

Why SAFER™?

A holistic, systemic approach that delivers high performance & productivity.

Basic wellbeing solutions overlook the operational reality of high-pressure financial services environments.

SAFER™ is designed to deliver value at every level. For C-suite leaders, it provides real-time visibility into performance, risk, and compliance while helping to reduce attrition, protect reputation, and control costs.

Impact on End Users

23

Improvement in Psychological Wellbeing

22

Improvement in Resilience

24

Reduction in Stress
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Organizational Impact

+10% in Psychological Wellbeing
+22% in Resilience
-6% in Cognitive Overload
-22% in Stress

+23% in Psychological Wellbeing
-9% in Cognitive Overload
-17% in Stress

+20% in Psychological Wellbeing
+14% in Resilience
-29% in Cognitive Overload
-34% in Stress

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