Blog | Actio Learning

Highly effective onboarding for call center agents

SummaryActio re-envisioned the learning experience for a global professional services firm, modernizing and improving an old, outdated, and ineffective onboarding program.The ChallengeOutdated training for a critical customer support role created numerous organizational challenges. Here's a snapshot of the issues:Team member ...

An Advanced Program for High-Performing Bankers

SummaryActio created an advanced sales curriculum for private bankers centered on wealth management principles.The Challenge This bank sought to increase fee income, develop a more diverse lending portfolio, add new client relationships and deepen existing ones, and expand its market presence ...

Better Onboarding for Retail Banking

[updated from the original publication of May 18, 2020]Driven by new and improving technology, an evolving regulatory landscape, and shifting marketplace conditions, banking - and retail banking in particular - is changing. Let's leave aside all the possible implications and focus on training ...

Performance-focused blended learning for Tellers

Summary: The client asked Actio to envision and build an entirely new employee training experience to support the implementation of a new cash handling automation platform.The ChallengeThe bank decided to modernize and implement a new large-scale branch technology platform. The shift ...

Blended Learning For Better Results

[updated from the original publication of February 2019}We find the challenge of designing, and engineering, effective blended learning experiences exciting and compelling. Finding the right design is like solving a multi-dimensional puzzle of business goals, organizational realities, performance context, audience needs, and instructional strategies.What is ...

Training Revitalization: Underwriters Learning the Fundamentals

SummaryActio redesigned a new-hire underwriting training process to emphasize case-based instruction with whole-task practice that mirrored real work.The ChallengeA client in international banking needed to improve their underwriting technical skills training process to deliver better-trained underwriters. There were numerous challenges. New ...

Agile Is the New Normal. Five Lessons Learned to Help L&D Succeed

[updated from the original publication on July 2, 2019]According to research by HP, agile has overtaken Waterfall as the prevailing software development methodology. This shift is something we've experienced first-hand. Several clients have adopted or are in the process of adopting agile as a cultural model and ...

Concierge Call Center Agents Who Advocate for At-Risk Customers

SummaryActio re-envisioned the new hire training experience for Concierge Service Agents just in time for an upcoming hiring surge.The ChallengeThe customer advocate team for a client in the global professional services industry was poised to double in size: in eight ...

Use Data to Drive Employee Development

Blended Learning: Five Things to Think About

Designing, building, and deploying blended learning is often like a 3D puzzle: interesting and sometimes challenging. Here are few considerations and design assumptions to keep in mind:Understand the roots and history of blended learning: Blended learning has a deep history ...

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Highly effective onboarding for call center agents

An Advanced Program for High-Performing Bankers

Better Onboarding for Retail Banking

Performance-focused blended learning for Tellers

Blended Learning For Better Results

Training Revitalization: Underwriters Learning the Fundamentals

Agile Is the New Normal. Five Lessons Learned to Help L&D Succeed

Concierge Call Center Agents Who Advocate for At-Risk Customers

Use Data to Drive Employee Development

Blended Learning: Five Things to Think About

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