Case Summary

Financial services giant easily integrates formal, informal and web-based training with ExpertusONE LMS

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With $1.4 trillion in assets, this US-based banking, insurance and investments giant has 270,000 team members and offices in 35 countries. However, it had no dedicated way to provide foundational or required training to its marketing and communications group.

Top Priorities:

Unified learning platform

Intuitive user interface/experience

Improved learning adoption

Key Issues:

No dedicated system to reach global learners

Poor learning adoption/performance rates

Hard to find and take learning


Expertus implemented a dedicated, next-gen ExpertusONE learning platform that superiorly met the financial institution’s needs:

Custom-tailored, profile-driven learning environment

Intuitive, heuristic user interface/experience

Integrated formal, informal and web-based training

Exceptional learning adoption and performance rates

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