Content Solution for a Global Financial Research Firm

Content Solution for a Global Financial Research Firm

The Client

The client is a leading provider of high-value research, analytics, and business intelligence to the financial services sector. They support over 200 financial institutions and consulting companies through a team of over 2,700 subject matter experts from various global delivery centers.
Content Solution for a Global Finance Research Firm

Business Needs

Content Solution for a Global Finance Research Firm

The client needed to train their employees, consultants, and researchers on a standardized approach.

The following were the major challenges-

  • Majority of new hires were fresh MBA graduates with limited hands-on training.
  • Certain parameters designed for research & analysis were proprietary and required precision.
  • Lack of business writing skills in learners.
  • Distribution of customer base in different geographies.

Solution Highlights

  • Embedded bite-sized simulated videos with run-in audio narration to explain the financial parameters.
  • Followed PLA (Practice-Learn-Apply) approach that allowed learners to have practice sessions on an automated system in a virtual environment.
  • Enabled learners to access and download worksheets, business writing templates, and case studies.
  • Hosted courses on SarasTM  LMS and generated weekly assessments to monitor learners’ performance.

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