THE CHALLENGE
A client in international banking needed to revamp their underwriting technical skills training process. Current training failed to consider the range of learners involved; for example, some employees possessed limited to no knowledge of financial concepts or principles. In addition, training focused too heavily on knowledge acquisition with limited opportunities for employees to practice. The goal for the redesigned process: incorporate performance-based learning and whole-task practice.
THE Solution
Actio developed a blended learning solution consisting of approximately 12 hours of eLearning, 4 hours of virtual instructor-led modules, and coached whole-task practice modalities. Step-by-step instruction followed by case practice offered learners the chance to concretely apply newly learned skills. Performance assessments, built on real-world scenarios, provided coaches and managers with insight into each learner’s strengths and opportunities for improvement. The training also included links and pathways to existing resources and related materials for those who lacked knowledge of foundational financial concepts or principles.
COMPANY PROFILE
Industry: Financial Services
Specialty: Business Banking
Function: Underwriting
Focus: Technical skills training
Output: Learning experience, blended learning, technical skills
BIO
This bank has helped innovative companies and their investors move bold ideas forward, fast. It provides targeted financial services and expertise through its offices in innovation centers around the world. With commercial, international, and private banking services, this firm helps address the unique needs of innovators. With assets of more than $97 billion, this bank is among the top 40 in the U.S.
ACTIO SERVICES
Learning strategy
Custom training solutions
Performance consulting
