Category: elearning for capital markets
-
Capital Markets Custody and Prime Brokerage Firm Standardizes Operational Controls Across Regions With Problem-Solving Activities and an AI Control Coach
This case study profiles a capital markets custody and prime brokerage firm that implemented a Learning and Development program built on Problem-Solving Activities, supported by the Cluelabs AI Chatbot eLearning Widget as a just-in-time “control coach.” By equipping assistants with realistic practice and instant, source-cited guidance, the organization standardized operational controls across regions. The result…
Written by
-
Problem-Solving Activities Help a Capital Markets Exchange and ATS Operator Onboard Participants and Staff with Market-Structure Modules
This article shows how a capital markets exchange and ATS operator used Problem-Solving Activities—supported by the Cluelabs xAPI Learning Record Store—to onboard participants and staff with market-structure modules. Facing dense concepts, frequent rule changes, and distributed teams, the organization replaced lectures with short, scenario-driven cases tied to real trading workflows and captured xAPI decision data…
Written by
-
Audit-Ready Training Coverage at an Exchange and ATS Operator With Personalized Learning Paths
This case study profiles a capital markets Exchange and ATS operator that implemented role- and risk-based Personalized Learning Paths to demonstrably achieve training coverage for audits and certifications. By mapping each learning item to regulatory requirements and using the Cluelabs xAPI Learning Record Store to centralize evidence, the organization produced audit-ready reports on demand while…
Written by
-
Capital Markets Case Study: Automated Grading and Evaluation Elevates Cross-Referral Compliance on Integration Desks
In the capital markets industry, Wealth & Capital Markets Integration Desks implemented Automated Grading and Evaluation to standardize compliant cross-referrals through realistic role-plays and clear rubrics. Powered by the Cluelabs xAPI Learning Record Store, the program delivered real-time feedback, centralized analytics, and auditable evidence—driving higher referral quality, faster time-to-proficiency, and stronger consistency across desks. This…
Written by