• Case Study

    Performance Support for a Prominent Financial Services Company

    Engaging Online Refresher Courses for Auto-Lenders


The Company

This organization is a global leader in the banking and financial sector, with 50,000+ employees and presence in 40 different U.S. states as well as 5 other countries.

Business Challenges

The organization needed to fill skill gaps and improve employee performance of their customer-facing Sales team:

  • Train employees on engaging customers through conversation
  • Impart product knowledge regarding check ready and traditional loans
  • Equip them with Disclosures and next steps

Performance support for BFSI Sales personnel


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