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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re-envisioned the learning experience for a global professional services firm, modernizing and improving an old, outdated, and ineffective onboarding program.The ChallengeOutdated training for a critical customer support role created numerous organizational challenges.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 ...

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 ...

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 ...

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 ...

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