learning strategy

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Actio re-envisioned the learning experience for a global professional services firm, modernizing and improving an old, outdated, and ineffective onboarding program. The Challenge Outdated training for a critical customer support role created numerous organizational challenges.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

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

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: ...

Use Data to Drive Employee Development

2019 Training Industry Readership Award

Benefits of Structured Employee Development

Successful companies are proactive about employee development and use their learning strategy, and tools like a development map to guide employees on their development journey, from on-boarding to successfully performing in-role to preparing for advancement. A development map can be ...

Employee Development Needs Structure

Successful companies are proactive about employee development. And to ensure alignment with and benefit for the business, they account for the entirety of the knowledge, skills, and contexts facing their employees – in short, they know job performance is paramount. ...

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

Training Revitalization: Underwriters Learning the Fundamentals

Concierge Call Center Agents Who Advocate for At-Risk Customers

Use Data to Drive Employee Development

2019 Training Industry Readership Award

Benefits of Structured Employee Development

Employee Development Needs Structure

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