Category: elearning for financial services
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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,…
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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…
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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…
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