To provide exceptional customer experiences, a leading financial services company in Northern Europe focuses on preparing employees in the Trading and Custody Services (TCS) department. This involves ensuring they possess the required knowledge, skills, and confidence to provide comprehensive financial guidance. Recognizing the critical role of effective onboarding, the organization forged a strategic partnership with Infopro Learning to develop an advanced onboarding program, ensuring that new hires are proficient and poised to excel in their roles.

Award-winning Onboarding Program

Challenge

This financial services leader needed an onboarding program to equip new hires in the TCS department with the skills they needed to deliver exceptional customer service. The new onboarding program's core objectives were to achieve the following:

  • Explain the role of TCS in public offerings and related services.
  • Identify the importance of the value chain in settlement, reconciliation, and custody services.
  • Relate the daily work to the impact of these processes on customers.
Set Goals

How We Helped

Global-Talent-Network

Learning Strategy

Infopro Learning used a blend of micro-learning and storytelling strategies to immerse new employees in the learning experience.

Flexible-Engagement-Model

Learning Content

Working alongside this finance leader's internal teams, Infopro Learning developed several highly visual learning modules with videos and infographics.

Concierge-Approach

Technology

The Infopro Learning team developed interactive elements that mimic real-life conversations employees have with clients to help reinforce core concepts.

Awards

Ready to unlock your team's potential through our unique
onboarding and talent transformation solutions?

Get in Touch Today

Client Success Stories

Case Study
Accelerating ERP Adoption With Performance Support Materials
Case Study
Customized LMS Elevates Inmate Education Initiatives
Case Study
Cloud Based LMS Enhances Learning Experiences