Client feedback
"I have been extremely pleased with Skillcast from the beginning. I am the primary admin for the system (as well as a user), and I find it very easy to use. I review and customise all content before assigning the courses to our staff. I love that Skillcast does not ‘gatekeep’ this functionality and even gives us the ability to build a course from scratch. That said, the Skillcast team is always ready to jump in and help when needed, so you never feel like you are ‘on your own’ in figuring anything out."
Background
Evolin Broking is an agile and forward-thinking insurance intermediary that is committed to excellence, transparency, and going the extra mile to support their clients. When Evolin became independently regulated by the Financial Conduct Authority (FCA), the firm took on full responsibility for its training and compliance.
In the past, this was managed by its parent company. This was the start of the company creating and implementing a compliance programme.
Challenges
Evolin's parent organisation relied on an in-house system, where courses were custom-built by their Compliance Officer. However, Evolin required a solution that would provide expert-designed training courses with regularly updated content that allowed for customisation.
Additionally, policy management functionality was a critical requirement to ensure effective tracking of policy acceptance and attestations. In essence, Evolin needed a solution that extended beyond the internal system that was once used so they could achieve greater efficiency and, most importantly, scalability.
Solution
Evolin chose Skillcast as a staff training partner to help embed a culture of compliance. They began with just the Learning Management System (LMS), the Essentials and FCA libraries. Along with this, Evolin opted for Skillcast's Policy Hub and Training 360, which allow for CPD tracking. In time, they replaced the FCA library with a newly available Insurance Library and added the Compliance Bites Library, along with SSO functionality.
After experiencing the flexibility and expertise that Skillcast provides, Evolin decided to upgrade to the Premium Plan. This plan elevated their compliance training programme to the next level since it added other compliance-related functionality they had been handling ‘manually’, such as Gifts & Hospitality Register and DSE Declarations.
Furthermore, all course content was custom-branded for Evolin, reinforcing the company's brand identity internally and enhancing alignment with its compliance training programme.
Skillcast's Premium Plan is designed to grow with a company. It is fit for purpose at the right point in time, improving efficiency at every stage. The innovation behind Premium Plan's tools and features allows for growth with more users and changes in regulatory requirements and/or needs of the business.
Outcomes
With Skillcast Premium, Evolin has been able to take its training programme to the next level. The key benefit is that this all-in-solution has allowed Evolin to grow by adding features as and when it needs them.
- Digitised training programme - ensuring content is up-to-date, relevant and endorsed with subject-matter expertise.
- Automated manual compliance processes - this has allowed for a reduction in workload and immense improvement in efficiency.
- Saved invaluable time - by consolidating relevant training, attestations, disclosures and submissions, user journeys have been created to help to amplify Evolin's training programme.
- Compliance training is more engaging - innovative training techniques such as FastTrack and Compliance Bites have helped to ensure training is relevant to the individual and bite-sized, improving completion rates. All staff have access to a platform which has a clean, modern look and feel.
- Flexibility to customise- in terms of course content as well as the compliance tools needed. This has been essential in allowing Evolin to have oversight of their compliance programme to help them achieve compliance success by meeting FCA expectations.
- Continuous growth - Evolin has had the room to add tools and functionality at any point in time with Skillcast Premium.
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Skillcast helps companies digitise and streamline their compliance processes, including training, policy attestations, staff disclosures, surveys, and registers to record gifts, hospitality, breaches, whistleblowing, etc.
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