• Case Study

    Training Newly Promoted Sales Professionals of a Leading Bank to Align Them with Business Goals

    Leveraged Social Learning Approach for Skill Enhancement


The Company

The client is one of the largest banks in the US, with a headcount of over 60,000 employees. It offers financial services to individuals and small enterprises, corporations, and government bodies, such as checking and savings accounts, credit cards, mortgages, vehicle loans, etc.

Business Challenges

The client had an internal training program for the recently promoted sales professionals. But while running the training programs across the organization, the client was facing the following challenges:

  • The training program was not accessible to all the learners.
  • Employees struggled to carve out time from their hectic schedules to complete the training.
  • The program failed to create high learner engagement.
  • The expansion of training programs to other career levels was not possible.

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