It’s time to centralise your finance recruitment pipeline under one ATS roof
High competition and even higher client expectations, paired with regulatory and credential verifications. All staples of the financial recruitment industry.
Sourcing your top candidates and landing high-quality finance placements can now take weeks instead of months.
Reimagine how you gather insights, handle candidate outreach, and generate financial recruitment search reports. All without switching tabs, all with Atlas.
Key features
Find top finance candidates with precision filtering
Get candidate emails and phones in seconds
Nurture candidates with personalised outreach
Automate your pipeline and deal values
Seamless financial candidate report summaries
Find top finance candidates with precision filtering
Whether you’re sourcing compliance analysts for a hedge fund or placing CFOs in private equity-backed firms, Atlas’ customisable filters make it easy to find exactly who you’re looking for.
Built with financial recruitment agencies in mind, it helps you quickly surface candidates with the exact qualifications, certifications, and sector experience your clients demand, no matter the role or region.
Book your demo now
Get candidate emails and phones in seconds
Place top finance professionals faster. No more struggling with clunky legacy ATS tools. With Atlas’ Chrome extension, you can kick off new recruitment campaigns in seconds, complete with verified contact details for auditors, financial controllers, or investment analysts.
Reach out instantly and start engaging candidates at scale, backed by AI that acts like your personal recruiting assistant, built for the precision and urgency of finance hiring.
Book your Atlas demo now
Nurture candidates with personalised outreach
Never miss a standout financial candidate with outreach that feels one-to-one, at scale. Run targeted campaigns across email, social media, and phone, whether you’re recruiting tax specialists, compliance officers, or finance directors.
Atlas’ AI reads your notes and drafts personalised messages in your voice, helping you cut through the noise. Then, automate every step so outreach continues behind the scenes while you focus on client strategy and deal-making.
Book your demo now
Automate your pipeline and deal values
Keep your finance recruitment pipeline razor-sharp by prioritising your most valuable placements. Atlas gives you full visibility into every stage of the hiring process with a smart Kanban board and real-time candidate updates.
Segment candidates and instantly see which campaigns are generating the highest return. Whether you’re placing CFOs, risk analysts, or treasury managers, focus your energy on the deals that move your agency’s revenue forward.
Book a demo and let’s chat!
Seamless financial candidate report summaries
Need to present top-tier candidates quickly without spending hours on manual reports? Atlas lets you build customisable financial recruitment reports in minutes. It captures every interaction, resume update, and recruiter note.
So, when it’s time to showcase a candidate with Big Four credentials or niche regulatory expertise, the key details are ready to go. No more combing through notes to find that one mention of IFRS knowledge or risk modelling skills.
Learn moreFinance recruitment FAQ
How does Atlas improve my finance candidate search?
Atlas is a full-service ATS powered by agentic AI, purpose-built to eliminate admin work for financial staffing agencies. Designed for the fast-paced demands of modern recruitment, Atlas takes notes during calls, parses resumes from chefs to front-desk staff, and auto-generates polished candidate reports. With built-in scheduling, note-taking, and customisable reporting—all native to the platform—Atlas keeps your workflow smooth and your team focused on filling roles, not managing software. That’s just the tip of the iceberg.
How does Atlas find my candidates’ contact info?
Atlas integrates with dozens of trusted data vendors to enrich your finance candidate profiles with emails and phone numbers, ensuring you can save precious time during your search efforts.
What is Atlas’ data privacy policy regarding AI features?
Your financial industry candidate data is in good hands. Our AI platform is fully GDPR compliant, and we use OpenAI’s API-based models, which are also GDPR compliant, to ensure your data stays private. You can learn more about our security measures at https://openai.com/security.
Generative AI
everywhere
PeopleGPT
An LLM that knows everything anyone at your company has ever said, heard, typed or read.
Instant Status
An LLM that knows everything anyone at your company has ever said, heard, typed or read.
Who’s looking?
Immediately recall every candidate who’s indicated that they’re open to new opportunities.
Salary sync
Every mention of salary is stored automatically
People enrichment
Your entire inbox, synced and enriched
Text to filter
Type who you’re looking for and Atlas will created a pinpoint filter list
All calls transcribed and searchable
What good is candidate search if all you have is a resume. Atlas syncs all your emails, calls and notes
AI Report creation
We use all candidate comms, interviews and intake meetings to generate a first draft candidate report
AuthorGPT
Hit // and get support for anything you’re writing, from job descriptions, to emails to reports
ResumeGPT
Every resume you receive via email is synced, parsed and updated
ReportGPT
Atlas ingests interviews, intake meetings, notes, emails, phone calls and can deliver a first draft candidate report in seconds
AI note taker
AI generated notes of all your candidate interviews
Ask the interview
Query an interview an get an immediate response
IntakeGPT
Remember and recall every word from an intake meeting or status update
Similar job titles
One click expands your search to all related job descriptions
Industry Match
Type any industry and find who’s got experience
Hive mind
Everything your organisation writes, reads, says or hears stored with perfect recall
Candidate recommendation
Find the best candidates in a sea of applications
Customer testimonials
Loving the speed of Atlas and the support of the AI throughout the system. Asking a question and getting an answer is great; but it’s even better when you can quickly move/update/change the data on your candidates immediately and move onto the next task of placing great talent
Atlas is the next generation of recruitment software the industry has been waiting for. It removes the admin drain from recruiters, to allow them to focus on the human relationships and personal interactions that make all the difference.
AI is changing the recruitment industry. Finding the right technology to leverage its power while enabling recruiters to do their job better, faster and ‘more humanly’ is what will separate the best from the rest. And Atlas has the potential to do just that.
The Atlas team are an absolute pleasure to work with! Incredibly helpful, very responsive, and clearly geniuses! Their product will change the industry, freeing up hours each DAY to focus on more on sales and relationship building. Very exciting
Atlas is infinitely better than anything else on the market and if you aren’t using it, you are at an incredible disadvantage!
Having Atlas is worth two VAs – the amount of time I save by not having to fill in data fields, parse CVs manually, retrofit processes to archaic systems, take notes & actually do something with those notes – like, the whole thing’s done for me!
Atlas is truly remarkable and it is great to be an early adopter into what I believe is a game changer for the recruitment industry!
I’ve tried a lot of recruitment tech, but Atlas is next-level. Less admin, more time, and features that actually work! Recruitment agencies, this is the platform you need!
With Atlas, tasks like importing candidates and navigating dashboards are effortless. Its AI and call transcription are game-changers, and the team’s dedication to updates ensures it only gets better.
Having used other ‘market leading’ CRMs Atlas feels a class above. It is simply, flexible and intiutive. The rate at which new features are being launched and upgraded is unparalleled to what I have seen in the market.
Atlas is a game-changer! Unlike clunky ATS platforms I’ve used before, it’s intuitive, efficient, and takes the hassle out of admin tasks. Huge thanks to the team for leveraging AI the right way—what it does is epic!
Atlas has been a game changer in terms of our ability to deliver in a faster and more effective manner. By removing the time consuming admin, we are able to focus on delivering for our clients and candidates.
Atlas focus on building the software to automate and blend in human support, they have got the perfect balance.
Atlas lets me stay focused on the interview by taking notes for me. It also analyzes candidates against the job description, providing valuable insights to help identify the best fit for the role.
Atlas has been a gamechanger – Combining data collection, outreach and workflow has made my life considerably easier!
Atlas is like a breath of fresh air after enduring many years of adapt. It’s agile and intuitive and the support function gets me answers to most of my user queries instantly.
Atlas has completely transformed how we manage recruitment at Food Recruit. Its intuitive interface, powerful tools, and seamless automation save us hours on every search, allowing us to focus on what really matters connecting with top-tier talent. It’s a game-changer for any recruitment professional looking to streamline their process and deliver exceptional results.
Until this year, I’d never used a CRM. Choosing one felt overwhelming—until we found Atlas AI. Built on AI and designed with customer feedback, it’s smart, intuitive, and always improving. The real-time chat, training videos, and hands-on support are game-changing. This isn’t just a CRM; it’s the future of recruitment tech.
