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How Fintech PEX Improved Manager Effectiveness with 15Five

vendor_researchby Anthony OnestoMarch 10, 2026 3 min read
manager effectiveness 1-on-1s employee engagement okrs fintech hr technology performance reviews manager coaching vendor case study

Editorial summary. This is our text summary of an article published by 15five. Charts, figures, and the author’s full voice are at the original — read it there .

Editorial verdict

Vendor-produced case study with no independent verification — the engagement figures and operational claims are plausible but unaudited, and the narrative is entirely constructed to promote 15Five's platform.

Executive summary

This article addresses the performance management challenges faced by PEX, a fintech expense management company, as it scaled its workforce. Authored and published by 15Five, the article argues that consolidating engagement, performance, and goal-setting onto a single platform resolved PEX's core operational deficiencies. Key evidence is drawn exclusively from Amy Gaspari, Head of Human Resources at PEX, who describes improvements in manager accountability through 1-on-1 documentation visibility, sustained engagement scores of 82–83%, and the integration of manager coaching without additional vendor onboarding friction. The article also notes that performance reviews became more structured once continuous feedback was documented year-round. The conclusions drawn position 15Five as a unifying solution for siloed organizations experiencing rapid headcount growth. No independent data, control groups, or comparative benchmarks are presented. The piece functions primarily as a promotional case study, with outcomes framed entirely through the lens of the vendor's product capabilities and the testimonial of a single HR leader.

case-studyRelevance: 5/10United States

Key insights

  • 1Visibility into 1-on-1 documentation allowed HR to identify communication breakdowns in real time and intervene proactively rather than punitively.
  • 2Manager engagement with structured check-ins increased meaningfully once team size reached three or more direct reports, suggesting a threshold effect in perceived utility.
  • 3Introducing coaching through an already-approved vendor reduced change fatigue and skepticism among managers new to people leadership.

Practical takeaways

  • Organizations scaling headcount rapidly may observe that managers adopt structured feedback tools more readily when team size crosses a threshold that makes informal tracking unmanageable.
  • Phased platform rollouts — beginning with performance and 1-on-1s before introducing engagement surveys — are described as a method for managing adoption complexity in high-growth environments.

Frameworks mentioned

OKRs

A goal-setting methodology used at PEX to align individual and organizational objectives; identified as previously siloed from performance review processes.

Source & Provenance

Verified
Publisher / Source

15five

Author

Anthony Onesto

Publication Date

March 10, 2026

Article Type

Case Study

Geography

United States

Content Type
Vendor Research
Original Source

Original source metadata is preserved. AI analysis is generated separately.

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