Pathstream for Financial Services

Support the Banking employee experience.

Transform the Customer experience.

Hear from employees using Pathstream

James M., JP Morgan Chase employee “Pathstream is extremely valuable to anyone hoping to grow. The more you grow, the more you have to offer. I’m excited for my future here because I have more to contribute.”

Julia S., Capital One employee “I work in operations in the Fraud department to help mitigate risk to the bank and resolve escalated disputes. Through Pathstream, I was able to learn and get certified in Agile and really enjoyed the experience. Pathstream really makes sure you understand and I’ve been able to achieve my goals. Seeing a project or process through to the end with my team is a huge accomplishment for me. My experience with Pathstream has been a 10 out of 10.”

Dauntrel C., PNC Bank employee “The Pathstream platform is very informative. I would love for my coworkers to experience it so they can understand what they can contribute to our work to make it better. I will start applying some of the techniques I learned with Pathstream to my daily tasks. For example, when asked to help with a sprint, I now understand everyone’s roles and what is supposed to happen during the entire process.“

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About Pathstream Pathstream is the leading provider of frontline employee retention & career mobility solutions.

We partner with operations leaders to unlock the financial and human potential of empowering frontline employees to own their career growth, ensuring every frontline job can be a motivating, career-building opportunity worth staying for.

The success of your employees is at the heart of our purpose.

In addition to technology solutions, we bring unique expertise in unlocking the potential of frontline employees, ultimately championing people-first leaders to deliver outsized customer satisfaction and financial performance.

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The future of banking requires new technology + exceptional service. As tech evolves, are frontline employees keeping up?

Retail Banking Technology

Retail Banking Employees

• Biometrics for physical security

• Deepen customer relationship & loyalty

• Interactive teller machines

• Deliver holistic financial advising

• Predictive analytics

• Build universal banker capabilities

• Virtual bank branches

• Manage software & hardware proliferation

• KYC, KYB, and fraud detection

• Problem solve exceptions & escalations

• Lending process automation

Building a better customer experience is a top priority for retail banks. Yet, many banks are falling short because their frontline employees are not equipped to succeed in increasingly customer-centric and tech-assisted new roles.

The stakes couldn’t be higher.

Today, frontline banking associates must:

Without the right support, the consequences are:

• Deliver outstanding customer experience

• Eroded customer experience & customer loyalty

• Maintain high quality & accuracy standards

• Missed sales & account expansion opportunities

• Increase throughput & operating efficiency

• Delayed realization of technology investments

• Work with more technology systems

• Exorbitant costs of frontline employee turnover

• Continually learn new technology

90% of regrettable turnover stems from employees feeling disconnected from their manager, company, and meaningful career growth opportunities.

There is a silver lining

Modernize your support for employees and managers to maximize your technology investment. It is the missing ingredient to driving sustained customer satisfaction.

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Equip them with the mindsets, behaviors, skills, and intrinsic motivations to perform at the highest level with customers and to make a lasting contribution to your company.

Modernizing employee-manager support is the least-complex, highest-ROI opportunity you have today. Why not seize it?

Amazon frontline employee retention went from 4 months to over 1 year with Pathstream’s solution CASE STUDY

From dead-end to career highway • • •

High stress, high turnover job Career progression limited and narrow Increased pay is the only effective incentive

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Not just a job, a career opportunity Seeing tangible pathway to desirable jobs at Amazon in analytics, IT, sales Supplemental coaching in time management, root cause analysis, giving & receiving feedback that makes current job less stressful

Delivering results Driving Retention

3.1x

increase in retention for participating Amazon employees

Return on Investment

221%

ROI within first 12 months, driven by hard cost savings from lower attrition

Amazon has expanded Pathstream access to 300,000+ employees over the last 24 months

Meet Portland When the pandemic hit, Portland was forced to find a new job. Navigating a new frontline role at Amazon mid-pandemic was stressful, but she made a connection with her Pathstream coach who helped her identify a path for growth that she was motivated to pursue.

“I started to learn new ways of approaching problems and thinking about data.”

She saw an opportunity to modify a process in her unit that would allow them to fill orders faster.

“I analyzed the systems involved and headcount, and brought the idea to my manager and said ‘if you give me the reins to do this, I can help us make our numbers’. We tested it on a small project first, and it worked. It led to us actually breaking records.”

This critical moment of success boosted her confidence and motivation. She began investing a few hours outside of work every week to go deeper on data-driven operations.

This temporary job she took during the pandemic turned into a transformative career experience.

“I went from managing one small unit to four and now nine. I got this promotion because I did exactly what I learned through Pathstream.”

“I know my company wants its employees to thrive. My advice is to trust the Pathstream process. This is the best program - the customer service, the attention to the people, and the practicality to real life.

Throw away your insecurities. You can do this.”

Pathstream provides so much built-in support. It was designed to help you unlock your potential.

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The Pathstream platform puts each employee in the driver’s seat of their career…

Dedicated 1:1 coach for each employee

Recommended careers paths tailored to your organization

1. Unlock the potential in each employee with individualized support •

Support early-tenure employees to reduce stress and gain confidence

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Help employees to identify, articulate, and grow their strengths

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Establish career goals with a practical & achievable action plan

2. Support employee success today and help them see how it aligns with their broader career goals •

Motivate employees by showing how mastering their current role unlocks career potential

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Prepare new hires for common transition challenges from training to production

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Make onboarding and ramping up easier for new hires and managers

3. Ensure each employee has a motivating career path aligned with their interests & abilities High-quality career-building resources designed for use outside of work hours

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Identity employees best suited to become managers & support their preparation

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Help others identify best-fit individual contributor paths at the company

4. Make career pathways come to life with curated opportunities designed for frontline employees

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Integrate & highlight existing company resources such as internal training, ERGs, mentorship programs, etc

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Activate tuition assistance programs that align with internal career paths & earn college credit

…and equips managers to lead high-performing teams

1. Support first time managers with dedicated resources 1:1 coaching for manager

Practical resources & toolkits to strengthen day-to-day employee management

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Strengthen key management abilities in areas such as goal-setting, change management, & giving and receiving feedback

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Support managers to have high-impact 1:1s with employees and tailor management style for different employees

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Incorporate existing resources from your company to increase utilization and impact

2. Help managers foster connection & personalize employee support with insight into each employee’s:

Visibility for manager to support high-quality 1:1s with each employee

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Strengths & aptitudes

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Challenges & support needs

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Engagement trends

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Career goals & motivation

3. Equip managers to feel informed & confident in career development conversations •

Give managers visibility into career paths within their division and beyond which are best suited for their employees and aligned with company needs

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Support managers with practical, easy-to-use resources to champion employee growth

See the impact with a no-fee, 4-month pilot Employee Engagement & Retention

Manager Satisfaction

Customer Experience

Complimentary report on your employee engagement & turnover benchmarking

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Like you, we’re dedicated to exceptional customer experience.

100% enterprise customer retention

91% satisfaction rate from employees using Pathstream

65% of employees served are non-white & 62% are women, driving DEI & inclusive growth

Learn more

Interested? Book a demo at www.pathstream.com/demo