financial services

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 ...

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 ...

An Advanced Program for High-Performing Bankers

Better Onboarding for Retail Banking

Performance-focused blended learning for Tellers

Training Revitalization: Underwriters Learning the Fundamentals

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