Intuition worked with the bank to blend digital learning with technical instructor workshops. Intuition used pre-learning to create a knowledge benchmark prior to the workshop, allowing facilitators to focus on case studies, deal analysis, and specific roleplays in the classroom itself.

Intuition’s Skills Gap Assessments (SGAs) are used extensively in targeted curricula for various business lines. The SGA provides skills heat maps, personalizing curricula and allowing people with existing knowledge to be fast-tracked.

Following the success of the financial markets training solution, the bank expanded the curriculum to include Intuition’s business skills and microlearning solutions, which are available across multiple devices, including smartphone, tablet, and desktop. This provides increased flexibility for the bank’s employees in how they consume knowledge.

Intuition was selected for this project based on its reputation for providing innovative and creative ideas for engaging learners and capturing their attention.

The campaign had three key sections:

The teaser campaign created curiosity, conversation, and interest in the upcoming video series. As part of the campaign initiation, Intuition created branding assets and messaging for the client’s compliance group that could be reused across all eLearning and campaign assets.

The targeted video series included six episodes, with key messaging carried throughout each episode.

The video series was followed by reinforcement materials to provide spaced learning and additional touchpoints. Additional video segments were also used for town hall meetings. The follow-up program included large banners that extended to campus shuttle bus sides and bus shelters across the client campus, using imagery from the video series.

The campaign was received extremely well, with positive feedback from learners and client stakeholders.

Intuition’s key aim was to integrate the HR Director’s vision of how the induction approach would create a learning culture in the organization. Intuition then validated the design blueprint by surveying learners from field offices. This was followed by a two-day workshop with senior members from the regional induction teams to finalize the approach.

Following the workshop, Intuition took the following approach to meet the organization’s needs:

Varies with learner profile and location, with informal mentoring.

A table of contents for all induction-related topics.

The order in which the learner receives the content.

Delivery format and duration of the learning material.

An embedded approach to measure the impact on the learner’s induction.

With the approach fully validated and implemented by the client, Intuition’s project team continues to provide end-to-end support and advice to ensure the ongoing delivery of an authentic and achievable global induction program.

Intuition was chosen to work with the client on the revision of its academy program to deliver a cost-effective, structured online learning solution designed to educate new hires about their clients’ businesses and the markets in which they operate, prior to being placed with clients as contractors.

The client had an existing workshop-based knowledge development program for new starters, which they wished to digitize. Intuition reviewed the syllabus and proposed the use of its proprietary Know-How financial services and Intuition Business Skills libraries to create a more cost-effective, flexible, and scalable alternative. Intuition’s learning services consultants, who have specific domain expertise, mapped the content against the client’s existing curricula.

As the academy is key to the client’s business model and revenue growth, Intuition retained any classroom workshops that were of specific importance to the client culture. This was then refined in collaboration with the client to ensure they were only subscribing to the content they needed and maximizing the value they received. Intuition then segmented the learning paths into streams and created robust examinations to replicate exam conditions.

Usage and feedback across the organization has been extremely positive, with over 120,000 hours of recorded study time. There are currently 790 users globally, and approximately 12,000 modules have been launched since the program began in June 2018, with a completion rate above 85%.

Intuition was selected for the project given its expertise in providing targeted education to third parties, as well as its financial content development expertise.

Given the high-profile nature of the project, key consideration was given to the seamless integration of features, ease of navigation, and a simplified user journey.

The learning portal was required to integrate heavily with the existing platform, while also requiring its own feature set, including content management capability, customizable workflows, and the ability to source data from multiple streams.

The platform needed to cater for both internal and third-party access restrictions based on multiple audience profiles. In addition, the interface needed to provide the dashboards and feature sets required by management, sales, marketing, and end users. From a workflow perspective, one of the key aspects was restricting and controlling functionality based on viewing and completing training material.

The program has already been rolled out to tens of thousands of users and is now being evaluated for expansion across regions and asset classes.

An initial consultation defined the firm’s specific requirements. This resulted in a three-pillar approach blending eLearning with classroom teaching and assessments.

Topics included private banking and wealth management, asset classes, portfolio management, investments, funds, lending solutions and credit, cash products, derivatives, structured products, alternative investments, investment solutions, pension solutions, and risk management.

Topics included code of conduct, financial crime including money laundering, Know Your Customer, the Criminal Finances Act, cross-border regulations including FATCA/AEI, suitability/file review, and taxes.

Topics included client relationship management, prospect generation and acquisition, trusted advisor, negotiation/pricing, client needs, investment monitoring, review, and retention.

Once the benchmark minimum had been received, Intuition worked with the firm to create ongoing curricula by job role in order to meet annual CPE requirements.