Finance eLearning

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Finance eLearning

Day One is a leading provider of finance elearning solutions, having created online learning content, simulation-based training and more for some of Europe’s largest financial services companies.


Financial services training at speed & scale

As one of the world’s most highly-regulated industries, financial services training is continuous, usually complex, and often required at speed.


eLearning is an ideal mode of training delivery for financial services providers, because it is relatively quick and cost-effective to create, update and rollout at scale to a disparate and time-pressured workforce.

Our financial services training solutions:

  • Bespoke elearning with engaging, multimedia content to enhance your Performance & Quality programmes
  • Scenario based training using ‘eRoleplay’ – peer to peer, social learning
  • Modular LMS with functionalities and access levels tailored to each user group
  • Desktop system simulations, creating true to life learning environments for branch, office or call centre staff
  • Mobile accessibility – our solutions can be made accessible from any device where appropriate, enabling anytime, anywhere learning.

Here at Day One, we’re highly experienced in the working environments of finance companies, including those of their front line customer service and call centre teams. We have created elearning content, scenario based training, and system simulations for staff that need to manage multiple systems at the same time – situations that are virtually unique to the finance industry.

We’ve helped banks, insurance providers, pensions & savings companies, mortgage lenders and other types of financial service organisation to improve: Inductions & Onboarding, Finance Product Knowledge Training, Telephone Banking, Customer Service, IT System Rollouts, Data Protection & Records Management, Learning Strategy and more.

We’ve created highly effective elearning solutions that have been rolled out to thousands of staff simultaneously across hundreds of branches offices and call centres. Our focus is always on delivering projects on-time, on-spec and on-budget and we’ve made life easier for our clients in highly time-pressured, commercially sensitive environments.

We Can Do the same for you – want to discuss your project?

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Case Study

Alternatively, read some of our finance elearning case studies to see how we’ve made learning more effective:

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Financial services case studies

Examples of our work creating dynamic, bespoke elearning for financial services companies:

Lloyds Business Banking Section

Lloyds Case Study Content

Faster inductions & great ROI for Lloyds business banking

We were approached by Lloyds Business Banking to create a simulated training environment to mimic their Retail Telephony systems. In addition to this safe training environment for highly complex procedures, we created equally realistic elearning content.

In analysing their ROI statistics from the project, Lloyds found a complete return on investment within 3 months of delivery.

Specific measurables that improved include post-call workload reducing from 2 minutes to 45 seconds and induction attrition dropping from 20% to just 5%.

Read more about this safe training environment.

Co-op Case Study

Co-op Case Study Content

Modernising legacy systems training for Co-op

Co-op needed help in modernising legacy training systems, making them more ‘true-to-life’ in line with their account opening process.

We created a solution that mirrors all aspects of the Co-op systems. Using multiple modes of delivery, the new elearning environment provides instant, informative feedback and gradually builds up the confidence of their staff during the induction and training process.

The client was amazed by how we had replicated their real-life working environment and engaged their learners.

Read more about this modern elearning environment.

TSB Mortgages Section

TSB Case Study Content

Mortgage sales training for TSB

Stricter legislation and industry guidelines had added complexity to an already lengthy training process for mortgage sales – there can be over 300 steps in a standard mortgage application.

We worked with TSB to create a bite-size learning process for their mortgage sales training. Our system simulations and blended learning solution made training more engaging for staff, while ensuring both better outcomes and industry / legal compliance.

A great success – it was rolled out across their entire network of over 570 banks in the UK.

Read more about this bite-size learning process.

Lloyds Retail Section


HBOS and Lloyds integration

When LloydsTSB acquired Halifax and Bank of Scotland in the largest merger in European banking history, it became the biggest retail bank in the UK. While promising huge cost savings across the new organisation, it raised many issues for the L&D team – especially in quickly training 8,000 HBOS telephony staff in the new Lloyds software.

We created a simulation-based training solution that enabled 500 delegates per day to learn and practise using the new software, while still doing their day jobs.

Helping so many staff to be trained in new systems quickly, and without disruption to customers, was lauded as “an enormous success” by both the client and industry analysts.

Read more about this simulation-based training solution.




Help with finance training? Can Do

We’re always happy to discuss elearning projects – why not contact us for a no-obligations discussion of your requirements?