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Learning Solutions for Financial Services

The financial services industry today faces many challenges—a strict regulatory environment, ongoing industry consolidation, and continual digital innovation and disruption that are changing how financial services are transacted. At the same time, financial companies are under constant pressure to minimize risk, provide excellent client experience, and increase trust and loyalty for their brands. AllenComm’s long-standing partnerships across the sector, from commercial banks to insurance companies to high-net-worth wealth management, have given us expert insight into how to design innovative and effective custom eLearning solutions for employees in a wide variety of job functions. 

Learners in finance often require a broad spectrum of skills—working within complex systems, providing exemplary customer service, selling financial service products, and keeping up with current regulations—and the stakes can be high. Whether it’s onboarding new tellers, elevating compliance training, or teaching softer skills like leadership or cross-selling, you can trust AllenComm to create a solution that makes a real impact.  

 

What Experience Has Taught Us

  • We understand the unique challenges of a regulated environment. We can tailor our processes to accommodate legal reviews, for example, and to thoroughly vet all content with subject-matter experts.  
  • Our experience allows us to benchmark our solutions with many other successful programs. We typically have dozens of benchmarks from our work in this industry, in leadership, compliance, onboarding, procedural training, etc.  
  • We know how to navigate the complex requirements of IT in the finance industry to deliver an innovative learning experience. Often, due to strict data policies, there may be additional reviews, testing, and collaboration with the learning tech team in a financial organization. We have the experience and processes to manage these efficiently.  

Featured Work

We’ve worked with many of the leading names in finance, including several of the largest U.S. banks. Check out our featured work below to see the difference we’re making.  

Meeting the Learning Needs of Financial Institutions

We’re helping to transform financial services training through strategic partnerships and a deep bench of experience in designing for diverse employee roles. AllenComm learning experiences target behavior-based results. We start with the performance gaps your learners may be experiencing in order to identify the necessary changes for success. 

Industry Needs for Learning in Finance

To help the financial services industry continue to evolve in response to world events and changing trends, we must first meet the needs of individual learners with respect to the impact they will make to their organization and beyond.

Organizational Needs

  • Ever expanding requirements and changes in regulatory requirements based on national and international finance law 
  • Economic uncertainty necessitates greater agility and flexibility  
  • Integrating ESG for sustainable financial investments and products 
  • Emerging technology and ongoing digital transformation due to AI, cybersecurity, blockchain, etc.   

Learning Needs

  • Strategic approaches to compliance learning that do not increase the overall training load for learners 
  • Learning curriculum that provides measurable impact and aligns with critical business outcomes 
  • Sales enablement and product knowledge training so sales can explain new offerings to customers 
  • Procedural training, including the relevant business rules, that leads to on-the-job adoption of new tech 

Solutions for the Finance Industry

For something that makes such an enormous impact on people’s lives, finance can feel impersonal and dry. AllenComm solutions are designed to accurately teach the intricacies, incorporate narrative, offer connection opportunities, and foster the proper mindset to fully engage with the training and with learners’ roles in the organization. We also provide context through realistic scenarios, so learners immediately see the relevance and how they can apply the training to their performance on the job.

Learning Solutions

  • Impact profilers to illustrate and calculate the impact and value of learner performance on clients or compliance culture 
  • Systems simulations that combine training of new technologies with performance of job functions and customer interactions 
  • Animated motion graphics to visually represent complex or multi-step processes and show the big picture 
  • Project-based learning that bridges the gap between formal learning and on-the-job performance through cohort collaboration 

Learner Outcomes

  • Reduce time to completion by as much as 50% through role-specific and personalized learning paths 
  • Increase accuracy, often by as much as 20%, with relevant practice 
  • Promote sales of new products and retain customers—one customer realized a 19% increase 
  • Reduce policy violations and mitigate risk while building a culture of accountability 

Juggling Compliance and Learning Engagement

Compliance training is an important priority for a regulated industry such as finance. In this article, we explore the use of humor in compliance training as a way to improve learner engagement—without detracting from the training and downplaying the importance of the policy and regulatory agency 

Read the Article
“Now that we’ve formally launched the CreditSmart Essentials and Coach products, I want to say a huge thank you for your partnership over these months! It’s been a tremendous effort and AllenComm has been great to work with. Thank you for iterating and solutioning with us the whole way. We look forward to more good work together.”
Maheen Qureshi
Housing Outreach Manager, Freddie Mac

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: