Projects

Financial Services
Curriculum Design for Onboarding

Curriculum Design for Onboarding

We want to overhaul how we train new employees in our back office departments. We hire one or two employees at a time, so in-person training isn’t cost effective, nor is it appropriate for our millennial employees. Business Need This financial services firm had been...

Microlearning for Wealth Advisors in North America

Microlearning for Wealth Advisors in North America

We want to complement our in-person program for wealth advisors with an online, social component. This audience has varying levels of experience, is competitive, and has limited time and patience for training. Business Need This national financial institution wanted...

Privacy & Security elearning

Privacy & Security elearning

We want to elevate our compliance training to make it more engaging and interactive for our employees across the organization. Business Need As with many organizations, this FinTech (Financial Technology) company is required to provide annual Privacy and Security...