The Financial Services Learning Provider

Deploying a technology led finance training solution.

The challenge

The Financial Services Learning Provider, an established financial sector training organisation delivering programs worldwide, needed to reinvent their delivery approach to better suit their clients, facilitators, and their business model.

Outcomes and results

The structured approach helped us develop a full overview of a complex issue, which allowed us to focus on the core requirements and rapidly create a successful solution.

What we did

Over a short time period, we worked closely with stakeholders ranging from internal and external trainers, course developers, learning operations, and senior management including the CLO and CEO, on selecting and implementing a new Learning Experience Platform.

“Morten helped us define our business requirements, select the right technology to support our goals and implement our first solution - all within a very tight turnaround time.  His wealth of experience, focus, and flexibility has enabled us to evolve our offer and win new business”

The Financial Services Learning Provider Chief Learning Officer 

Our approach took into account not only the typical aspects of learning, content, and user management requirements, but also the company's corporate culture and, crucially, the changes required to beat their competition and enter a market leading position. This also led to changes in their delivery and sales strategies, two aspects that we addressed with new processes and workshops.

Based on the Solvd consultative approach, we rapidly worked through a requirements phase, followed by very detailed RFI and RFP phases. This let us narrow the search from six to two potential technologies that we tested. We selected one technology and developed a full pilot course. This allowed us to fully test the portal, train the users and implement new design and development process. After the full vendor contract was signed, the pilot program became the first blended project to be delivered to one of their clients.

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