Zabdiel Rojas

Case Studies in Creative Solutions

Transforming Training for a Leading Financial Institution

Case Study: Transforming Training for a Leading Financial Institution

Client: [Confidential Leading Financial Institution]

Challenge:

In response to rapidly advancing technologies and the impact of the COVID-19 pandemic, this prominent bank faced multiple challenges:

  1. Technological Upgrade: The bank needed to implement new software systems, including anti-money laundering software. The challenge was to create a series of comprehensive courses on various aspects of this cutting-edge software, develop detailed scripts, and use the best methods possible to deliver the courses. The goal was to ensure employees could effectively use the new software to enhance security and compliance.
  2. Operational Changes: Due to the pandemic, the bank restructured its physical operations to adopt a more coworking-style environment. This required training staff on the new functionalities, understanding the new spaces, and learning how to schedule and use the facilities, from printers to new office layouts.
  3. Compliance Training: With the introduction of new regulations and compliance requirements, the bank needed to ensure that all employees were up-to-date with the latest industry standards. This required the development of specific compliance training modules that were both engaging and informative.
  4. Remote Onboarding: With an increasing number of employees working remotely, the bank faced the challenge of effectively onboarding new hires. The aim was to create an engaging and interactive remote onboarding program that could integrate new employees seamlessly into the organization.

Solution:

For the Technological Upgrade, we:

  • Developed a series of courses on the new anti-money laundering software, incorporating detailed scripts and video tutorials.
  • Created dynamic step-by-step animations and how-to guides where learners could practice using the software in a simulated environment.
  • Utilized engaging and interactive training modules to enhance learning and retention.

For the Operational Changes, we:

  • Developed interactive training materials to help staff understand and adapt to the new coworking-style spaces.
  • Created detailed 3D structure mockups and virtual office tours, allowing employees to familiarize themselves with the new layouts and functionalities.
  • Produced tutorials on how to use and schedule new facilities, incorporating these into the training modules.

For Compliance Training, we:

  • Designed specialized training modules focused on the latest regulations and industry standards.
  • Incorporated quizzes and interactive scenarios to ensure understanding and retention of compliance information.

For Remote Onboarding, we:

  • Developed an engaging and interactive onboarding program that included virtual tours, introduction videos, and interactive modules to help new hires integrate seamlessly into the organization.
  • Utilized a variety of multimedia elements to create a welcoming and informative experience for remote employees.

Results:

Although these initiatives are fairly new, initial results have been very promising:

  • Enhanced Learning: Employees gained a thorough understanding of the new software and operational changes through engaging and interactive training modules.
  • Improved Compliance: The anti-money laundering and compliance training improved adherence to regulatory requirements, reducing the risk of non-compliance penalties.
  • Efficient Adaptation: Staff adapted quickly to the new coworking environment, understanding how to efficiently use new spaces and resources.
  • Increased Productivity: The hands-on, simulated training approach led to faster onboarding and increased productivity as employees were well-prepared to utilize the new systems and environments effectively.
  • Seamless Onboarding: New hires integrated smoothly into the organization, feeling connected and informed from day one, despite working remotely.

Warning: While these results are still in the early stages, the full impact of these initiatives is unfolding and is a must-see. Stay tuned for continued progress and success stories.

Team on This Project:

  • Mery Van der Biest, Instructional Designer: Mery brought her incredible experience and leadership.
  • Zabdiel Rojas, Instructional Designer: Zabdiel contributed his creativity and technical skills to create interactive and immersive learning experiences for the bank’s employees.
  • Subject Matter Experts (SMEs) from the Financial Institution: These experts provided invaluable guidance and insights throughout the project, ensuring that the training materials were accurate, relevant, and aligned with the bank’s objectives.

Software Used:

To achieve these results, we utilized a range of specialized software tools:

  • Adobe Premiere and After Effects: For creating high-quality video tutorials and dynamic animations.
  • 3D SketchUp and V-Ray: For developing detailed 3D structure mockups and virtual office tours.
  • Articulate Storyline and Articulate Rise: For building interactive and engaging eLearning modules.
  • Adobe Illustrator and Photoshop: For designing visually appealing and effective training materials.