Film-style poster for the Mentoring Program for Banks and Financial Services presentation

Mentoring for banks and Financial Services Mentoring for banks and Financial Services

Grow branch staff into the managers and experts your bank needs.

What this presentation covers

What this presentation covers

What this presentation covers

What this presentation covers

What this presentation covers

Why Mentornity

What you gain with Mentornity

Getting started

Your platform, delivered ready to use

The Mentornity team delivers it with all its content and features, and supports you.

Applications

Applications with your own questions

People apply on your program page, or you add them directly.

Application form fields

Text, choices, rating stars, dates, phone numbers and file uploads.

Your application page

One link per role, with your logo; review or accept automatically.

Where the answers are used

Answers feed matching, emails, post audiences and Excel lists.

Or add people directly

Upload an Excel list, share an invitation link, or use SSO.

Application form fields

Text, choices, rating stars, dates, phone numbers and file uploads.

Your application page

One link per role, with your logo; review or accept automatically.

Where the answers are used

Answers feed matching, emails, post audiences and Excel lists.

Or add people directly

Upload an Excel list, share an invitation link, or use SSO.

Onboarding

A warm welcome for every member

Design onboarding for each program and each role: mentors and mentees.

Matching

Matched pairs, or an open mentor pool

Pair people by hand or with rules and AI, or skip matching: mentees book pool mentors.

Admin panel

All the tools that make management easy

Everything your mentoring program needs, ready to use.

Mentoring platform

All the tools that make mentoring easy

Give your participants everything they need for mentoring.

Admin panel

Management made easy, starting with the dashboard

Live numbers, a program health score and what needs attention next.

Admin panel

Reach everyone at the right moment

Emails, posts and to-do lists keep everyone moving.

The new email system

Email a filtered list, add first names and files, see opens.

Posts

News and resources for everyone, or an audience filtered by answers.

To-do lists

Checklists per role; see who finished and who has not started.

The new email system

Email a filtered list, add first names and files, see opens.

Posts

News and resources for everyone, or an audience filtered by answers.

To-do lists

Checklists per role; see who finished and who has not started.

Admin panel

Follow up and show results

Reminders, forms, reports and certificates, once people are matched.

Automatic reminders

Login, meeting and form reminders go out on their own.

Forms

Questions before and after meetings, surveys and feedback forms.

Reports

Meeting and engagement reports, as Excel, CSV or PDF.

Certificates

You set the rules and publish; each has a verification page.

Automatic reminders

Login, meeting and form reminders go out on their own.

Forms

Questions before and after meetings, surveys and feedback forms.

Reports

Meeting and engagement reports, as Excel, CSV or PDF.

Certificates

You set the rules and publish; each has a verification page.

Admin panel

Built around your program

Your role names and your brand, across several programs.

Mentoring platform

A mentoring platform made for you

Easy to use, on every device.

Mentoring platform

Everything mentors and mentees need

Availability, booking, meeting pages, messages and push notifications.

Availability in minutes

Mentors set weekly or one-off slots and block busy times.

Book a meeting directly

The video link and calendar invite are created for you.

Meeting pages

Each session has its topic, guidance, files and before and after questions.

Messages

Chat with your matches; each new message also arrives by email.

Push notifications

Reminders reach the phone from the browser; no app to install.

Availability in minutes

Mentors set weekly or one-off slots and block busy times.

Book a meeting directly

The video link and calendar invite are created for you.

Meeting pages

Each session has its topic, guidance, files and before and after questions.

Messages

Chat with your matches; each new message also arrives by email.

Push notifications

Reminders reach the phone from the browser; no app to install.

Events

Events for your whole program

Trainings, webinars and program events, with registration built in.

Trainings, webinars and meetups

Online, in person or hybrid, for everyone or one role.

Seats, approval and a waitlist

Open or approved sign-ups; a freed seat goes to the waitlist.

A calendar invite for each registrant

A new time or place updates the invite in their calendar.

Trainings, webinars and meetups

Online, in person or hybrid, for everyone or one role.

Seats, approval and a waitlist

Open or approved sign-ups; a freed seat goes to the waitlist.

A calendar invite for each registrant

A new time or place updates the invite in their calendar.

Guide and support

Admin guide and Support Center

A guide for admins, a support center for members, and our team.

Programs across the bank

A program for each career stage

Each program keeps its own rules and sessions, with one account per person.

  • New branch staff a buddy
  • Future managers a senior leader
  • Regional managers peers in other regions
  • Senior experts know-how passed on

A branch network

Pairs across branches and departments

Rules on branch, region and department decide who can meet whom.

Sales
Finance
Operations
Mandatory rule: a different department

New branch staff

A buddy for new branch staff

Each new starter gets a colleague to ask and a checklist for the first weeks.

Future managers

Leaders who prepare future managers

Each session has a topic, a brief for both sides and a form afterwards.

Knowledge from senior experts

Senior experts pass on what they know

Match people on the expertise they need, and keep a record of each meeting.

Matched on the expertise needed

AI reads free-text goals and finds the right expertise.

Meetings on the record

A meeting held in person can be logged afterwards.

Matched on the expertise needed

AI reads free-text goals and finds the right expertise.

Meetings on the record

A meeting held in person can be logged afterwards.

Regional managers

Regional managers follow their own pairs

Make each regional manager a coordinator who sees only their pairs.

The IT review

Pointers for your IT review

Single sign-on, data protection and access by role, with your questionnaire answered.

  • SAML single sign-on Entra ID, OneLogin; add-on set up by our team
  • GDPR access, export and erasure
  • Access by role contact details and notes
  • Encryption TLS, hashed passwords
  • Security questionnaire and DPA handled with your quote

Shall we plan your first program?

Book a demo, and we prepare it with your HR and IT teams.

Book a demo Book a demo Start free