Case Study: Upskilling with Minimal Disruption at a US Investment Management Company

Blending in-class training with online classrooms.

Discovering errors in collateral from your marketing team is a major concern for any firm, but it is critical when that material is used to support investment decisions. Upon identifying a skills gap, this firm sought a solution to build their team’s financial knowledge and understanding of the collateral the firm published, without interrupting their day-to-day workflow.

Our Solution

This is where we came in. We designed a 5-level program which took place over one year. Each level contained a series of self-study modules incorporating the client’s methodologies, webinars with Q&A sessions, and a live in-class session.

The in-class session focused on the firm’s marketing collateral and enabled participants to apply the content learned. The modules ranged from Applied Finance and Economics to Portfolio Performance, Asset Classes, and the Investment Process.

The Result

Through the implementation of virtual learning, participants were able to unlock practical finance skills with little impact on their working schedules.

Case Study: Top 5 Investment Bank Supercharges On-Demand Continuing Education with Felix

Once analysts hit the desk after training, it can be notoriously difficult to engage them in learning again. 

One global investment bank found new hires were often unable to attend scheduled in-class sessions due to work commitments or had to wait too long to attend topics relevant to their roles. In addition, the provision of continued learning to regional offices was far from cost effective.

Our Solution

To provide a sustainable solution, we worked with the client to map out continued learning journeys for different teams.

• Analysts were able to use Felix, our fully searchable knowledgebase, to improve their technical skills on demand and as part of their rotational program to upskill or review earlier training.
• Employees no longer had to carve out valuable time in their schedule to attend live classrooms, instead accessing learning online wherever and whenever.
• Alongside instructor-led videos, participants could ask our instructors questions through Felix’s powerful Q&A tool, as well as request specialized content.
• The client’s learning & development team were able to assign suggested playlists from which the analysts could choose, in addition to accessing the entire database.

The Result

Felix’s design, with its short videos, practical Excel exercises with solutions, and Q&A, has become the future of continued learning for many analysts and presents the most cost-effective solution for this global financial institution. Could Felix be the virtual associate to your analysts as it was for them? Get in touch to see it in action.