brief

Home/brief

Highly effective onboarding for call center agents

Actio re-envisioned the learning experience for a global professional services firm, modernizing and improving an old, outdated, and ineffective onboarding program. The Challenge Outdated training for a critical customer support role created numerous organizational challenges.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

An Advanced Program for High-Performing Bankers

Actio 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 ...

Performance-focused blended learning for Tellers

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 Challenge The bank decided to modernize and implement a new large-scale branch technology ...

Training Revitalization: Underwriters Learning the Fundamentals

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

Concierge Call Center Agents Who Advocate for At-Risk Customers

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

Go to Top