Category: elearning for financial services
-
Fintech Lender Speeds Support Onboarding With Product-Specific Paths Using Compliance Training
An online fintech lender implemented a role-based Compliance Training program that mapped regulations to real product workflows. Supported by Cluelabs AI-Powered Storyboarding, the team built and refreshed product-specific learning paths, enabling the organization to onboard support quickly with product-specific paths, reduce time-to-proficiency, and strengthen audit readiness. This case study outlines the challenges, strategy and solution,… Read full article
Written by
-
Insurance Carrier in Financial Services Uses Problem‑Solving Activities and xAPI LRS to Track Cycle Time Reductions in Dashboards
This case study shows how an insurance carrier in financial services implemented Problem‑Solving Activities in its L&D program and paired them with the Cluelabs xAPI Learning Record Store to connect learning with real workflow data. By instrumenting key steps in the claims process and feeding a live BI dashboard, the organization tracked cycle time reductions… Read full article
Written by
-
Insurance Carrier Cuts Cycle Time With 24/7 Learning Assistants, Tracked in Real-Time Dashboards
This case study profiles a financial services insurance carrier that implemented 24/7 Learning Assistants to deliver always-on, in-the-flow guidance. Integrated with the Cluelabs xAPI Learning Record Store, the solution produced cycle time reductions across quoting, underwriting, and claims that were measured and attributed in real-time BI dashboards. The article covers the challenges, the rollout strategy,… Read full article
Written by
-
How a Credit Bureau and Data Services Provider Standardized Dispute Handling With Performance Support Chatbots
A credit bureau and data services provider in financial services implemented Performance Support Chatbots to guide agents in real time, resulting in standardized dispute handling scripts and checks across the operation. By embedding branching scripts and required checks directly in the desktop and reinforcing them with microlearning, the team delivered consistent, compliant resolutions and faster… Read full article
Written by
-
Financial Services Broker-Dealer Reinforces Communications Boundaries With Role-Plays Using Predicting Training Needs and Outcomes
A financial services broker-dealer implemented Predicting Training Needs and Outcomes to reinforce communications boundaries through targeted role-plays. By using data to pinpoint who needed which practice and when—supported by an xAPI LRS to capture scenario and coaching signals—the organization delivered just-in-time drills that changed daily conversations. The approach produced clearer client interactions, faster escalations, reduced… Read full article
Written by