Centralise your finance recruitment under one CRMx 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.
Smarter finance recruitment with Atlas
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Target the highest-value finance roles with real-time AI assessments
Atlas analyses, ranks, and scores every finance opportunity in your pipeline in real time. It evaluates client urgency, hiring momentum, and placement potential, then highlights the roles with the strongest likelihood of converting.
This helps you prioritize high-impact searches across finance, banking, accounting, and fintech, and avoid spending time on mandates that lack clear engagement or the signals needed for a successful placement.
Pull high-value finance opportunities into your pipeline with a click
Identified a new finance role or spotted a firm preparing for a key hire? Use the Atlas Chrome extension to capture it instantly and create the opportunity inside your system.
You can take it further by letting Atlas identify the hiring stakeholders behind the role. It gathers the essential context so you stay focused on sourcing high-quality finance talent and advancing the search with confidence.
Build data-driven trust with personalised outreach to finance talent
Connecting with finance professionals requires precise, well-structured communication. Atlas helps you deliver personalised outreach that supports accurate assessment and a smoother hiring process.
Run tailored campaigns across email, social platforms, phone calls, and more, giving each candidate a consistent and informed experience. Atlas’s agentic AI reads your notes and role details to craft targeted messages that resonate with candidates across banking, accounting, fintech, and financial services.
Your finance shortlists should reflect your expertise
Generic scoring tools miss the nuance needed to evaluate finance professionals with accuracy. Magic Columns applies your criteria with precision, ranking candidates based on the technical competencies, regulatory knowledge, achievements, and behavioural indicators that matter most to you and your client.
It scales your judgment and keeps every shortlist sharp, defensible, and aligned with the finance profiles that support business stability, compliance, and long-term growth.
Create standout finance search reports in minutes
Atlas helps you present finance candidates with clarity and precision. Its AI agents build custom search reports in minutes, shaped around each client’s financial priorities, role expectations, and organisational culture.
Atlas remembers every note, resume detail, and interaction. It surfaces the right information instantly, so you avoid digging through scattered files. You move from first draft to polished, client-ready financial recruitment reports while keeping your search momentum strong.
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
Atlas is the best CRM platform I have ever used, it is built exactly how you think something should work utilizing the best of AI. Not only does Atlas capture everything you do, highlight everything you need to know and help uncover missed information from a simple search, the team are also fantastic. They solve tickets quickly but most importantly the Atlas you see today isn’t the Atlas you’ll have next week or in three months time. They are constantly adding new features which don’t slow anything down. Highly recommend.
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 now at the core of our tech stack, additionally allowing us to significantly save money elsewhere by replacing other now unnecessary tools. It’s become an essential part of how we work and grow. Overall, Atlas feels like a smart, time saving partner that helps us focus on growing our business instead of getting bogged down in repetitive tasks. Definitely worth checking out if you want a fresh, efficient approach in this area.
The power of Atlas makes it impossible to ignore if you’re looking at CRMs. Aside from all the amazing AI features - too hard to list, but it being natively built on AI puts it above everything else - it’s the core focus of their aim that is so key. They exist to reduce admin and to help users generate more revenue. That’s it, super simple. Every feature, workflow, update and upgrade is all focused on those core principles. If that’s what you want, check it out!
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!
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.
