Technical and Professional Skills
Supporting global upskilling requirements, Japanese Megabank
Problem
One of the world’s largest banks – a Japanese bank with a significant international presence – required a scalable learning solution to support the knowledge requirements of its global employees. Traditionally, training was achieved by classroom-based instructor-led workshops but the globalization of its business meant logistics, costs, and quality became difficult to control.
Solution
The Bank selected Intuition’s online financial training library, ‘Know-How’, to upskill employees’ banking and financial knowledge. The eLearning platform allowed participants to study at their own pace, inside and outside the office, and considerably accelerated participants’ progress up the knowledge curve.
Elements of Solution
- Advisory Services
- Know-How
- Workshops
- Custom Content
Overview
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 the 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’.
Outcome
Following the success of the financial markets training solution, the bank has expanded the curriculum to include Intuition’s Business Skills and Microlearning solutions, which are available across multiple devices (smartphone, tablet, desktop). This provides increased flexibility for the bank’s employees in how they consume knowledge.
Risk and Compliance
Effecting a values-based compliance culture, Global Life Science Company
Problem
Ahead of their 2019 Compliance Training Program, this client was looking for new ways to encourage curiosity, promote interest, and start positive conversations around compliance. The objective of the required solution was to develop the client culture in a fun, compelling, interesting way by putting a strong emphasis on the value of integrity.
Solution
Intuition developed a campaign based around a series of short videos aimed at addressing misconceptions and blatant compliance misses in a humorous way. Before the launch of the videos, we released an intriguing teaser campaign, and expanded the concept for a follow-up program to convert the feeling, emotion, and connection to action about the compliance program.
Elements of Solution
- Advisory Services
- Custom Content
Overview
Intuition was selected for this project based on our reputation for providing innovative and creative ideas for engaging with learners and capturing their attention.
The campaign had three key sections:
Teaser Videos
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.
Targeted Video Series
A series of six episodes. Key messaging was carried throughout each episode.
Follow-Up Program
The video series was followed up with reinforcement materials to provided spaced learning, as well as additional touch points. Additional video segments were also used for townhall meetings. The follow up program also included large banners that extended to campus shuttle bus sides and bus shelters across the client campus with imagery from the video series.
Outcome
The campaign was received extremely well with positive feedback from the learners and the client stakeholders
Onboarding and Induction
Global Induction Program, Global Intergovernmental Body
Problem
Intuition was approached by an international organization to design a Global Induction Program. It had a culturally diverse workforce that was spread across 150 offices worldwide. It was facing considerable challenges in categorizing and standardizing training for its new staff that would be globally relevant and location specific.
Solution
The goal of the program was to ensure that the new recruits received timely, consistent, and relevant training material that mapped directly to their roles and locations. To achieve this, the client needed a solution that took account of its existing best practices, its material, diverse working environments, and its Learning Management System (LMS).
Elements of Solution
- Advisory Services
- Workshops
- Custom Content
Overview
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. We then validated our 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, we took the following approach to meet the organization’s needs:
Learner Pathway – Varies with learner profile and location with informal mentoring
Content Structure – A Table of Contents for all induction-related topics
Content Sequencing – The order in which the learner will receive the content
Content Modality – Delivery format and duration of the learning material
Monitoring and Evaluation – An embedded approach to measure the impact on the learner’s induction
Outcome
With the approach now fully validated and implemented by our 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.
Change and Transformation
Digitization of Consulting Academy, Global Resourcing Company
Problem
A global consulting company approached Intuition about transforming its local Academy program into a global, scalable, and standardized way of upskilling a growing body of consultants.
Solution
Intuition was selected not only for our expertise in the financial markets training space and the breadth and depth of our financial markets eLearning catalogue, but also for the insights gleaned from our experience training the clients’ core customer base – financial services firms.
Elements of Solution
- Advisory Services
- Know-How
- Custom Content
- Intuition Business Skills
Overview
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 client’s businesses and the markets in which they operate, prior to being placed into clients as contractors.
The client had an existing workshop-based knowledge development program for their new starters, which they wished to digitize. Intuition reviewed the syllabus and proposed the use of our proprietary Know-How financial services and Intuition Business Skills libraries in order to create a more cost-effective, flexible, and scalable alternative. Our learning services consultants, who have specific domain expertise, mapped our content against their existing curricula.
As the Academy is the key to the client’s business model and revenue growth, we consciously 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 receive. Intuition then segmented the learning paths into streams and created robust examinations to replicate exam conditions.
Outcome
The 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 they have launched approximately 12,000 modules since the program launch in June 2018, with a completion rate in excess of 85%.
Customer and Partner Education
Enhanced sales and client-servicing channel, Global Investment Bank
Problem
A global investment bank approached Intuition to help develop a new structured products portal to provide intermediaries with an enhanced sales and client-servicing channel.
Solution
By working with the client to establish the required workflows, Intuition was able to seamlessly integrate a learning portal within the distribution platform, allowing for fulfilment of product and process obligations without the need for multiple systems.
Elements of Solution
Intuition delivered a solution comprised of:
- Advisory Services
- Technology
- Custom Content
Overview
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, but also required 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.
Outcome
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.
Sales and Product Knowledge
Selling in a regulated environment, European Private Bank
Problem
As part of recent suitability and appropriateness obligations, wealth management and private banking firms must ensure – and be able to demonstrate to regulators on request – that their relationship managers possess the necessary knowledge and competence to fulfil their duties as investment professionals.
Solution
Intuition worked with the firm to leverage its market-leading financial markets digital learning catalogue, Know-How, to create role-specific learning paths for client-facing staff, both as a means of upskilling and certifying competency across the products they are selling. Deployed on a branded Intuition learning platform, this was then blended with instructor-led workshops focused on providing advice to customers within the context of the new rules and regulations.
Elements of Solution
- Know-How
- Workshops
- Technology
Overview
An initial consultation defined the Firm’s specific requirements, and this resulted in a three-pillar approach blending eLearning with classroom teaching and assessments:
Pillar 1 – Finance
Topics: Private Banking and Wealth Management, Asset Classes, Portfolio Management, Investment
Funds, Lending Solutions and Credit, Cash Products, Derivatives, Structured Products, Alternative
Investments, Investment Solutions, Pension Solutions, Risk Management
Pillar 2 – Regulation
Topics: Code of Conduct, Financial Crime including Money Laundering, Know Your Customer, Criminal
Finances Act, Cross-border Regulations (FATCA/AEI), Suitability/File Review, Taxes
Pillar 3 – Sales/Advisory
Topics: Client Relationship Management, Prospect Generation & Acquisition, Trusted Advisor, Negotiation/Pricing, Client Needs, Investment/Monitoring, Review, Retention
Outcome
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.
