Centralise your finance recruitment under one applicant tracking system
High competition and even higher client expectations from specialist recruitment services, paired with regulatory and credential verifications. All staples of the financial recruitment industry.
Sourcing top finance professionals and landing high-quality finance placements can now take weeks instead of months.
Reimagine your recruitment process from top to bottom to gather insights, handle candidate outreach, and generate financial recruitment search reports. All without switching tabs, all while placing finance professionals with Atlas.
Find the right candidate faster
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Find top candidates for finance positions 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. Every accountancy and finance recruitment agency can tweak their ATS to their exact needs, focusing on placing quality candidates with next to no admin.
Get email and phone data to fill your finance roles
Place top finance professionals faster. No more struggling with clunky legacy ATS tools when all you need is to screen candidates and help your clients hire talent fast. 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 tracking applicants at scale, backed by AI that acts like your personal recruiting assistant, built for the precision and urgency of finance hiring. Follow up on engaged professionals and ensure your clients can hire trusted finance experts with their exact hiring needs front and centre.
Nurture finance industry talent with personalised outreach
Never miss a standout financial candidate with outreach that feels one-to-one, at scale. Run targeted campaigns throughout your extensive network and across email, social media, and phone, whether you’re recruiting tax specialists, compliance officers, or finance directors.
Atlas’ AI reads your notes and can draft a vast range of personalised messages in your voice, helping you cut through the noise and address your recruitment needs. Then, automate every step so outreach continues behind the scenes while your dedicated consultants focus on client strategy and deal-making.
Automated pipeline management for finance recruitment agencies
Keep your finance recruitment pipeline razor-sharp by prioritising your most valuable placements and qualified candidates. Atlas gives you full visibility into every stage of the hiring process with a smart Kanban board, real-time candidate updates, and data analytics.
Segment great talent and instantly see which campaigns are generating the highest return to make informed decisions. Whether you’re placing CFOs, risk analysts, or treasury managers, focus your energy on the deals that move your agency’s recruitment goals and revenue forward.
Seamless finance function candidate reports
Need to present top-tier candidates to hiring managers quickly without spending hours on manual reports? Atlas lets you build customisable financial recruitment reports on your job seekers in minutes. It captures every interaction, resume update, and recruiter note to help you present the best candidates to your clients.
So, when it’s time to showcase a candidate with Big Four credentials or niche regulatory expertise, the key details are ready to go, matching the client’s job requirements to the letter. No more combing through notes to find that one mention of IFRS knowledge or track record of risk modelling skills.
Finance 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
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.
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!
Atlas has been a gamechanger – Combining data collection, outreach and workflow has made my life considerably easier!
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.
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!
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.
Atlas is infinitely better than anything else on the market and if you aren’t using it, you are at an incredible disadvantage!
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 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.
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.
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!
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 focus on building the software to automate and blend in human support, they have got the perfect balance.
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 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 is truly remarkable and it is great to be an early adopter into what I believe is a game changer for the recruitment industry!
