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?

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

Faster Inductions & Great ROI

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.

Modernising Legacy Systems Training

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.

Mortgage Sales Training

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.

New Partnership with Capital City Training & Consulting

We are partnering with Capital City Training & Consulting to enhance our System Simulation based offering to financial institutions. Capital City have a wealth of experience in classroom and e-learning training for the theory and practice of corporate and investment banking, trading and fund and wealth management.

A problem for many clients in project managing their eLearning development is the length of the communication chain between the subject matter experts in the business and the designers and developers. This problem is particularly acute in the specialised businesses of banking, insurance and fund management. Together we offer an integrated design and development service which should offer a much more efficient process to clients. We are a natural fit with our Simulation experience in banking, and bring another dimension to the scenario based framework for training which we are both champions for.

You can read here about their tailored financial training here.

As pressures grow on organisations to have multi-purposed staff, pressure grows on the training industry to deliver smart and rapid solutions in response. We believe blended learning which focuses on practical application and realism, like Day One and Capital City do, are the way forward.


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?


Related posts from our blog

How Top Financial Services Companies Use eLearning & Simulations
Large financial services companies are already at the forefront of technology adoption, so many are leveraging elearning and system simulations well to gain a competitive edge.

Why eLearning is Best for Financial Services Training
The banking and finance sector is rightly one of the most highly regulated, which makes thorough, up to date staff training essential to ensure compliance. And the penalties that can result from non-compliance with industry or legal guidelines can be crushing.