Hire the talent the desk needsbefore the quarter closes.

Financial services hiring runs on credentials, discretion, and speed. Arbi checks the licenses first, keeps the search confidential, and turns a specialized mandate into a screened shortlist in days.

A screening view listing candidates against written criteria with a recorded verdict for each

Join the next generation of companies hiring smarter, faster, and on autopilot with Arbi.

Case Studies

The best candidates are not reading job boards

They are at a competitor, mid-bonus-cycle, and reachable only by an approach that respects that. Arbi finds them and gets the first conversation right.

A financial search today
  • A specialized mandate worked through personal networks for a quarter
  • Licenses checked by hand, late, from a spreadsheet
  • A confidential search that leaks because outreach went through an agency
  • Compliance questions answered from memory, months later
A financial search on Arbi
  • The mandate described in plain words becomes a live market search
  • Credentials written as criteria and checked at the front of the funnel
  • Discreet outreach from named individuals, with the mandate disclosed on your terms
  • Every decision recorded with its evidence as it happens
How it runs

From mandate to signed offer, discreetly

Step 1

Define the mandate

Describe the desk, the credentials, and the experience required. Arbi turns it into a live search and written criteria your team can edit.

Step 2

Screen the credentials

Licenses and qualifications check first, so every profile that reaches a reviewer is already eligible.

Step 3

Approach with discretion

Sequences send from your own mailboxes, disclose what you choose, and keep every reply in one confidential inbox.

Step 4

Present with proof

Each finalist arrives with the criteria they met and the evidence behind it, ready for the committee and for compliance.

Specialized enough to know a rates desk from a credit desk

Keyword search treats a decade of structured products like a decade of retail banking. Arbi reads what people have actually done against what the mandate actually needs, and shows its reasoning line by line.

A candidate review showing experience matched line by line against role criteria

The specialization understood

Instruments, desks, and regulatory domains read as experience, not as keywords to string-match.

Credentials checked first

Licenses and certifications screen at the top of the funnel, with the check on the record.

Defensible by design

Written criteria and recorded evidence give compliance a file to read instead of people to interview.

Deloitte
Consistency was the thing we could never evidence to a client. Now the criteria are written down, the verdicts are recorded against them, and I can show you exactly why any given person did or did not advance.
Marta KowalczykTalent Acquisition Lead, EMEA, Deloitte
Financial services infrastructure

Built for mandates, not just vacancies

Scoped requisition views limiting who can see a confidential search

Confidential requisitions

Each search is visible only to the people you name, with its own criteria, sequences, and exclusion lists.

Saved searches and account-level exclusion lists applied to every query

Exclusion lists that hold

Protected firms and off-limits candidates never appear in results, across every search on the account.

Evidence cards showing a good match and a partial match against a candidate's experience

Evidence behind every verdict

Each decision carries the lines it was based on, so the shortlist makes its own argument to the committee.

A candidate contact panel listing personal emails, work emails and phone numbers

Contact details that connect

Personal and work emails plus direct numbers, verified before they reach a sequence, so discretion is not spent on a bounce.

rfgooglemicrosoft
mercuryashbylever

Arbi works with the tools your team already uses.

Connect Arbi to your existing stack with 50+ integrations built for modern hiring workflows.

Discover Integrations
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FAQ

Financial services questions, answered

Can’t find what you’re looking for? Talk to our team

Yes. Series licenses, CPA, CFA, and any credential your roles require are written criteria like any other, checked at the front of the funnel with the evidence recorded. Nobody discovers a missing license in the final round.

Specialization is where keyword search fails and Arbi does not. Describe the desk, the instrument, or the regulatory domain in plain words and it finds the people whose experience matches, including those whose titles never say so.

Requisitions are visible only to the people you name, outreach sends from individual mailboxes without naming the mandate until you choose to, and exclusion lists keep protected firms out of results entirely.

Every candidate is screened against the same written bar and every verdict records its evidence, so the answer to a compliance question is a record rather than a recollection.

Arbi syncs in both directions with your ATS, marks the candidates who already exist there, and pushes new ones into jobs or sequences in one click. Nothing is copied between tabs.

Seats are billed monthly or annually and credits pool across the account, so hiring that clusters around bonus season does not mean paying for idle capacity the rest of the year.

The future of recruiting is here.

Source
Screen
Sequence
Interview
Recruiters using Arbi on a laptop