Case Study: Enhancing knowledge management for sustainable growth
Organizations today face a serious pressures to enhance their sustainability initiatives, not only for the obvious reasons, but also to foster more meaningful conversations with clients about sustainability and its impact on the world.
Our client, a leading investment management company, was no exception, recognizing the urgency to adapt and lead in these types of discussions. They encountered both internal and external pressures that drove them to seek solutions for managing their knowledge resources effectively and staying ahead in the market.
- They recognized the need to align with the evolving demands taking place within the organization itself.
- They aimed to establish themselves as leaders in the investment management space and promote sustainable practices throughout their operations.
- Externally, there were market demands for more sustainable investment options, with clients seeking environmentally and socially responsible investment strategies.
- Additionally, regulatory requirements called for increased transparency and responsible investing.
However, our client faced challenges in managing their knowledge resources effectively.
They needed a solution that would enable them to consolidate their existing knowledge base, enhance their sustainability initiatives, and keep up with the changing landscape.
Intuition Know-How offers a wealth of learning content on fundamental and emerging areas of the finance industry.
A journey toward knowledge integration
The partnership began with a focus on a simpler project in 2016. Initially, the client had a low usage account primarily focused on Intuition Know-How, our in-depth eLearning tool providing extensive coverage on both emerging and well-established topics for those in the finance industry. Over time, the partnership evolved to include both live workshops and custom-created learning content.
Despite the challenges, the client was determined to establish themselves as leaders in the investment management space. They took proactive steps to create a ‘Climate Academy’ and actively participated in webinars and other related events to promote sustainable practices. However, they found it difficult to maintain a comprehensive content repository that could keep up with the rapidly-evolving sustainability landscape.
Intuition recognized the potential in integrating existing Intuition Know-How learning content with their Climate Academy. This integration would not only address their knowledge management challenges but also provide a platform for promoting sustainable investment practices throughout the organization.
Intuition Know-How is updated quarterly by industry experts to ensure it keeps pace with the evolving finance industry.
Solution: Integrating Intuition Know-How with the Climate Academy
The consultative process involved detailed discussions, presentations, and workshops led by Intuition’s experts. Intuition product leaders played instrumental roles in guiding the client through the process.
The client received the proposal positively, understanding the value it could bring to their organization. Intuition worked closely with the client, ensuring the final solution aligned with their goals and needs.
The plan included:
- Targeted content sessions.
- Mandates for completion of tutorials.
- And a focus on areas such as biodiversity that aligned with the clients’ business objectives.
This approach allowed for flexibility and customization, giving individuals the freedom to choose the content that was most relevant to their role and interests. During the rollout, Intuition remained responsive and collaborated closely and frequently.
Within the framework of our internal solution, the approach to learning was twofold.
- On the one hand, there was a strong push from management and key stakeholders toward digital learning, mandating the adoption of new technologies and platforms.
- On the other hand, there was a significant pull from individual learners themselves, who showed an eagerness to self-study topical content areas such as Net Zero and Biodiversity. This dual approach ensured that our initiatives were not only directive but also embraced, fostering a culture of continuous learning and adaptation.
Intuition Know-How uses a number of different learning formats, including video.
Results: Successful engagement and adoption
The results of the rollout were overwhelmingly positive. The client embraced the program, recognizing the value it brought to their sustainability initiatives. The integration of Intuition Know-How with the Climate Academy led to a significant increase in content usage, indicating both successful engagement and adoption.
Since the launch, content usage has quadrupled. The increased engagement showcased the client’s commitment to sustainability and their willingness to promote knowledge sharing within the organization.
Building on this success, Intuition recently launched a series of presenter-led content, marking the next stage of engagement. The aim of this continuation is to further enhance the client’s sustainability efforts, solidifying their position as thought leaders in the industry.
Intuition Know-How includes strategically placed review questions to strengthen information retention.
Conclusion: A journey toward sustainable growth
This case study highlights the importance of effective knowledge management in driving sustainable growth. By integrating Intuition Know-How within their Climate Academy, the client was able to enhance their sustainability initiatives and position themselves as thought leaders in the investment management space.
The collaboration with Intuition proved to be instrumental throughout this journey. The consultative process, detailed discussions, and customized solutions enabled our client to address their knowledge management challenges effectively. The positive results, increased content usage, and enthusiastic adoption of the program are all indicative of a successful initiative.
Looking ahead, the client will continue to build on this success by further engaging their clients through the client education portal and custom content. By empowering their clients with knowledge, the client aims to create a lasting impact in the sustainable investing landscape and contribute to a more sustainable future.
We are taking our commitment to sustainability education one step further by specifically targeting the education of key leaders and client-facing teams. This is achieved through short, practical, case-study-led workshop interventions focused on crucial topics such as the EU Taxonomy and the Blue Economy. These initiatives are designed to keep our client ahead of the curve, significantly increasing confidence in client meetings and ensuring their teams can engage in deep, meaningful conversations on sustainability that resonate with clients’ values and goals.
