Frequently Asked Questions

About This Project

What was the main challenge addressed in this financial services training project?

The primary challenge was to provide financial services employees with an engaging digital learning experience that promoted critical thinking, ensured adherence to compliance processes, and maintained a high degree of data security. The client needed to convert content from five eLearning courses and instructor-led training (ILT) into a streamlined two-hour digital training solution.

How did AllenComm personalize compliance training for financial services employees?

AllenComm developed digital compliance training using interactive scenarios, mentor personas, modular courses, a dedicated resources section, challenge activities, and feedback mechanisms. This approach helped learners connect with the content, understand their personal responsibility, and recognize their role in data management and security.

Solutions

What services and technologies were used in this project?

The project utilized banking/finance training, compliance solutions, performance consulting, instructional design, motion graphics, personalization, and AllenComm's DesignLab. These services supported the creation of a tailored, interactive digital training experience for financial services employees.

How did the digital training solution improve employee engagement and compliance?

The digital training solution motivated learners and gained buy-in by humanizing the compliance process. Interactive modules and feedback helped employees feel more connected to compliance content, understand their impact, and adopt effective protection practices.

Results

What measurable outcomes were achieved through this project?

The project resulted in increased immediate implementation of effective protection practices by employees, a decrease in information security cases by 2022, and improved positive perception of Learning and Development offerings by 2021, which contributed to better information practices in the future.

How did the training impact information security within the organization?

By clarifying employee roles and expectations regarding data protection, the training led to a decrease in information security cases by 2022, demonstrating improved compliance and safer information practices.

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Innovative Digital Learning for Financial Services

About This Project

How do you provide financial services employees with the right learning experience to ensure critical thinking, adherence to compliance processes, and maintain a high degree of data security?

A leading provider of financial services needed an effective digital training solution to update their compliance, regulatory and safety courses. Our client needed to convert their content from five eLearning courses and ILT into a two-hour digital training experience to streamline learning, motivate learners and gain buy-in, and humanize the compliance process.

Solutions

The AllenComm team developed digital compliance training designed to personalize learning for employees through a combination of interactive scenarios that included mentor personas, courses included modules, a resources section, challenge activities, and provided feedback. The courses were designed to help learners feel more connected to the content as they learned compliance processes, came to understand their personal responsibility and potential to have an impact, and role in data management and security.

Results

  • Increase employees’ immediate implementation of effective protection practices due to clear expectations of their roles
  • Decrease number of information security cases by 2022
  • Increase positive perception of Learning and Development offerings by 2021 to impact future, positive information practices

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