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Discover how Felix enables professionals to solve their own learning requirements quickly and without disturbing colleagues.

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.

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.

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.

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  • 500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528


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  • +44 203 355 5042
  • 20-22 Wenlock Road, London N1 7GU