• Case Study

    Personalized Sales Training for Financial Services Organization

    Blended Learning Solution


The Company

Our Client is one of the leading financial service organizations in the United States, providing a wide range of financial services including retail banking, asset wealth management, and corporate banking.

Business Challenges

The organization wanted to support new managers perform better. They needed a training program that would cater to the following needs:

  • Decrease Time-to-Proficiency of newly promoted Senior Sales personnel
  • Deliver sustained training that factors in busy work schedules
  • Provide engaged learning and an avenue for peer networking

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