The Real-Time Awakening: How Hargreaves Lansdown Rebuilt Workforce Planning with Calabrio

About this episode

This episode discusses how Hargreaves Lansdown transformed its workforce planning approach with Calabrio.

In this episode, Dave Hoekstra of Calabrio sits down with Jinesh Nair, Head of Service Planning & Performance at Hargreaves Lansdown, to discuss how one of the UK’s leading financial services organizations transformed its approach to workforce planning. Jinesh shares how a 350-agent operation spanning 25 departments tackled declining schedule adherence, 43% shrinkage, and highly manual real-time management by building a service planning function from the ground up. With Calabrio at the center, the team introduced greater agent autonomy, meaningful adherence and performance KPIs, and a data-driven real-time approach that shifted planners from manual adjustments to proactive insights. The results speak for themselves: schedule adherence increased from 82% to 91%, multiskilling became a strategic advantage, and the contact center evolved into a more resilient, connected part of the organization. The conversation explores why investing in the right people and processes matters more than tools alone, and why Net Promoter Score remains the ultimate pulse of the organization, reflecting customer experience, brand, and revenue in a single metric.

People in this episode

Guest: Jinesh Nair

Topics covered

• workforce planning
• real-time management
• customer experience
• financial services

Keywords

• schedule adherence
• shrinkage
• agent autonomy
• performance KPIs
• data-driven approach

Mentioned in this episode

Products: Calabrio

Places: UK

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