A leading Swiss Investment Bank was implementing a new approach to the measurement and attribution of profit from trading activities. They chose Skillcast to help get employee buy-in.
Situation
The investment bank's new approach was designed to create greater alignment between the sales and trading functions and across different asset classes. A training programme was required to kick-start the change process by creating understanding and buy-in across the globally distributed sales and trading teams.
Solution
The internal project team partnered with Skillcast to develop an e-learning solution. As part of the design process, we created a visual identity for the REVs initiative that was distinctive, aligned with the firm’s brand, and embodied the underlying objectives of the programme. The REVs motif consists of two interlocking red and black speech bubbles (these are the primary colours of the corporate brand). Throughout the e-learning content, we use red to represent sales and black to represent trading.
The content involves an explanation of organisational and technical processes and uses case studies to illustrate how REVs will work in practice. While conveying the detail of what is required to make the new approach work, the design concept supports the underlying message that by working together more closely and communicating effectively, the sales and trading functions can achieve a higher level of performance. The design concept established in the e-learning module was subsequently used in other media supporting the change process, such as posters, PowerPoint presentations and job aids.
Implementation
- Authoring tool: Skillcast CMS
- Learning Management System: Clix
- Integration: SCORM 1.2
Key benefits
Consistent message delivered to globally dispersed employees; strategic initiative has given a distinctive visual identity that is aligned with the group brand.
Want to learn more about Bespoke E-Learning?
As in this example, we can create bespoke solutions and have already done this for many of our key clients, including FTSE 100 firms. We can also tailor our off-the-shelf courses to your specific needs.
To help you navigate the compliance landscape we have collated searchable glossaries of key terms and definitions across complex topics including GDPR, Equality, Financial Crime and SMCR. We also regularly report key learnings from recent FCA fines.
You can follow our ongoing YouGov research into compliance issues, attitudes and risk perceptions in the UK workplace through our Compliance Insights blogs.
And if you're looking for a compliance training solution, why not visit our Compliance Essentials Course Library.
Last but not least, we have 60+ free compliance training aids, including assessments, best practice guides, checklists, desk-aids, eBooks, games, handouts, posters, training presentations and even e-learning modules!
If you've any questions or concerns about compliance or e-learning, please get in touch.
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Written by: Simon Truckle
As Director of Learning Solutions at Skillcast, I am responsible for ensuring that our partners achieve the best return on their e-learning investment. I help our clients navigate every stage of the learning development process, from risk assessment through to audit, while personalising the approach to the needs of their organisation. Before Skillcast I was Head of eLearning at both Barclays Wealth and Gerard Asset Management, responsible for delivering hundreds of courses to thousands of employees.
