The Client
Moody’s Analytics Knowledge Services, formerly CopalAmba, provides research, analytics, and business intelligence to the financial sector. It supports over 200 institutions through 2,700 experts working across global delivery centers. The company trains financial professionals, including asset managers, investment bankers, and market research firms.
Business Needs
- Training Enhancement Need: Moody’s required improved training programs for research and analysis to upskill new hires effectively.
- Limited Practical Experience: Many new team members had strong academic backgrounds but lacked hands-on industry experience.
- Global Workforce: The geographically dispersed workforce adds complexity to consistent training.
- Sensitive Content Handling: Training must account for proprietary research parameters that demand careful attention.
- Business Writing Gap: Despite being well-educated, many employees need support developing clear and professional business writing skills.
Solution Highlights
Excelsoft developed a 50-hour blended learning program featuring:
- Video-Based Guided Demonstrations: Concise, narrated videos clearly explaining key financial parameters and concepts.
- PLA (Practice–Learn–Apply) Methodology: A structured learning model incorporating virtual practice, instructor-guided sessions, and real-world application.
- Offline Worksheets and Practicals: Downloadable templates and case studies to reinforce concepts and support continuous, self-paced learning.
- Performance Assessment System: Weekly evaluations to monitor learner progress and identify skill gaps for targeted improvement.