×

Get Custom Training

for Banking Teams

Deliver personalized learning
Deliver personalized
learning
Close skill gaps
Close skill gaps
Establish cost-effective training operations
Establish cost-effective
training operations
Elevate your Banking team with quality custom training content.
Here's What Our Clients Say
Examples of custom elearning solutions
for the Banking industry
Microlearning Modules
Microlearning Modules

Bite-sized lessons that deliver focused knowledge quickly and efficiently.

Example:

Short, focused lessons help staff stay proficient in critical tasks such as know-your-customer requirements, identifying fraud red flags, handling Regulation E dispute steps, or balancing a teller drawer. Each 3–7 minute lesson uses visuals and scenarios and can be accessed easily between customer appointments.

Engaging Scenarios
Engaging Scenarios

Interactive stories that let learners practice decision-making in realistic contexts.

Example:

Interactive scenarios allow branch and contact center teams to practice real decisions such as identifying suspicious patterns, handling a fee reversal request, or guiding a client through a loan pre-qualification. Different choices lead to varying outcomes that impact risk levels, customer experience, and compliance, helping learners understand the effects of their actions.

Tests and Assessments
Tests and Assessments

Quizzes and evaluations that measure understanding and track progress.

Example:

Quizzes verify understanding of policies and procedures through tasks like identifying acceptable forms of identification, arranging multi-step dispute timelines, or distinguishing proper privacy practices. Randomized questions and immediate feedback keep assessments fair and informative.

Personalized Learning Paths
Personalized Learning Paths

Customized content sequences tailored to each learner’s goals and needs.

Example:

Role-based learning sequences adapt to the needs of branch bankers, contact center agents, commercial lenders, and operations analysts. The system uses scores, certifications, and performance indicators to determine the next module for each learner, ensuring they study the most relevant content.

Performance Support Chatbots
Performance Support Chatbots

On-demand digital assistants that provide just-in-time answers and guidance.

Example:

When policy questions arise during a call or conversation, an automated chatbot provides answers within seconds on topics such as hold rules, fee waivers, travel notices, or documentation checklists. The chatbot references your approved policies and delivers clear, step-by-step guidance.

Online Role-Plays
Online Role-Plays

Simulated conversations or interactions that help learners build real-world skills.

Example:

Simulated conversations help staff practice empathetic and compliant dialogue by handling scenarios such as processing a fraud claim, declining a request ethically, or exploring client needs without pressure. Learners communicate by speaking or typing, receive immediate coaching, and can repeat the exercise until the interaction feels natural.

Compliance Training
Compliance Training

Structured programs that ensure employees meet regulatory and organizational standards.

Example:

Compliance training ensures that teams are prepared for audits by covering regulations such as the Bank Secrecy Act/Anti-Money Laundering requirements, know-your-customer rules, Regulations E and Z, the Unfair, Deceptive, or Abusive Acts or Practices standards, fair lending laws, privacy policies, and workplace standards. Industry-specific examples make these rules practical, and attestations and recorded completion provide documentation.

Situational Simulations
Situational Simulations

Immersive activities that replicate real-life challenges in a risk-free environment.

Example:

Interactive simulations model situations such as a busy lobby surge, an influx of fraud calls, or a backlog in back-office reviews. Learners make time-limited decisions and see how their choices affect risk, customer service, and operational throughput.

Upskilling Modules
Upskilling Modules

Targeted courses designed to expand knowledge and build new competencies.

Example:

Upskilling modules help employees develop skills in advisory conversations, understanding digital banking features, basic analytics for operations, or fundamentals of small-business lending. Short courses accumulate into badges that can support career advancement.

Problem-Solving Activities
Problem-Solving Activities

Exercises that strengthen critical thinking and practical problem-solving skills.

Example:

Problem-solving activities use case studies that reflect real issues such as unclear documentation, a surge in card disputes, or exceptions in underwriting. Teams analyze provided data, propose actions, and compare their solutions with best-practice recommendations.

Collaborative Experiences
Collaborative Experiences

Group learning opportunities that encourage teamwork and knowledge sharing.

Example:

Collaborative experiences bring together product, legal, risk, and branch teams to coordinate product launches and policy rollouts. Shared digital boards and asynchronous feedback streamline decision-making and handoffs.

Games & Gamified Experiences
Games & Gamified Experiences

Play-based learning methods that motivate through competition, rewards, and fun.

Example:

Gamified experiences make refresher training engaging by introducing friendly competitions such as regulation quiz bowls, fraud pattern identification games, and service scenario races. Participants earn badges and appear on leaderboards, maintaining enthusiasm.

Let's discuss which custom solution can take your team to the next level.
Discover an easy way to ensure…

1

Skill Growth

Custom training builds real-world competencies step by step, giving learners the confidence and ability to perform effectively.

2

Employee Engagement

As learners see their skills improving, they become more invested and motivated, deepening participation in the training process.

3

Organizational Readiness

This combination of stronger skills and higher engagement ensures the workforce is prepared, compliant, and aligned with organizational goals.

Typical Outcomes Seen by Organizations
in the Banking Industry

40%

40%
Less Time Spent on Training

Online learning requires less than half of the time that would be needed for in-person training.

70%

70%
Efficient Experience-Based Learning

Up to 70% of adult learning occurs through hands-on experiences. Online task simulators allow practicing and making mistakes in safe environments.

94%

94%
Higher Learner Satisfaction

94% of adult learners prefer to study at their own pace and on their own schedule.

Using AI to improve training outcomes
in Banking
AI-Powered Chatbots and Virtual Coaching

These are conversational agents (often built on advanced language models) that can interact with employees in natural language – answering questions, providing feedback, and even coaching in a human-like manner. L&D decision-makers are increasingly adopting these tools to offer on-demand assistance and personalized guidance.

robot
24/7 Learning Assistants

AI chatbots serve as always-available tutors or helpdesk agents for learners. Employees can ask a training chatbot to clarify a concept, provide an example, or troubleshoot a problem at any time. Many companies have integrated such bots into their learning platforms or collaboration apps. According to industry research, virtual assistants and chatbots are now being deployed to handle routine learner queries and provide instant feedback on quizzes or exercises. This immediate support keeps learners from getting stuck and enables more self-directed learning. It also reduces the burden on human instructors or IT support for common questions.

Example:

Employees can ask policy and procedure questions at any time, such as steps for know-your-customer compliance, dispute timelines, or fee rules, and receive clear, brand-aligned guidance through tools like Teams, Slack, or the learning management system. This eliminates the need to search through paper manuals.

Example Solution 24 7 Learning Assistants illustration
Feedback and Coaching

Beyond Q&A, AI coaches can give real-time feedback on performance. Modern AI tutors use natural language understanding to evaluate free-form responses and deliver personalized coaching, just like a digital mentor. L&D leaders find these applications instrumental in achieving training goals; surveys show high ROI of using AI chatbots to offer real-time feedback and guidance during learning.

Example:

When bankers rehearse calls or draft client emails, AI tools suggest clearer phrasing, ensure that required disclosures are included, and flag wording that might be risky. This helps make conversations both empathetic and compliant.

Example Solution Feedback And Coaching illustration
Scenario Practice and Role-Play

A cutting-edge use case of AI chatbots is powering immersive role-play simulations. AI characters can simulate realistic dialogues with learners. Users can practice a coaching conversation with an AI-driven avatar that responds dynamically. Many organizations have already implemented this type of learning interaction, enabling learners to practice difficult conversations in a safe, simulated environment and receive instant constructive feedback. The AI can adapt its responses based on what the learner says, creating a tailored scenario and coaching the learner on their choices. This moves training beyond scripted e-learning into interactive learning-by-doing.

Example:

AI-driven avatars simulate clients such as a stressed fraud victim or a small-business owner seeking credit and respond to the learner’s tone and decisions in real time. This allows staff to practice de-escalation and needs assessment in a safe setting.

Example Solution Scenario Practice And Role Play illustration
Let's discuss how AI-powered chatbots and virtual
coaching can help you improve training outcomes.
Automated Assessments and Intelligent Feedback

AI is transforming how companies assess learning and evaluate competencies. Traditional training assessments (quizzes, tests, assignments, etc.) can be labor-intensive to create and grade, and they often provide limited feedback to learners. AI is changing this by enabling more automated, intelligent assessment methods.

Automated Assessments and Intelligent Feedback
Auto-Generated Quizzes and Exams

Using generative AI, L&D teams can automatically create pools of quiz questions, knowledge checks, or even complex case-study exams. Given a training document or video, an AI tool can generate relevant questions to test comprehension. This not only speeds up assessment development but can also produce a wider variety of test items (reducing over-reliance on a few repeat questions). By automating quiz generation, trainers ensure assessments are always fresh and stay aligned with up-to-date content and learning goals.

Example:

When a new policy or bulletin is released, AI can draft new question banks that include image identification, sequencing, and scenario prompts. Subject matter experts review and approve the questions, keeping assessments up to date without requiring extensive manual authoring.

Example Solution Auto Generated Quizzes And Exams illustration
Automated Grading and Evaluation

Your AI-powered training tool can grade many types of learner responses automatically, far beyond simple multiple-choice scoring. Natural language processing models are capable of evaluating open-ended text responses, short essays, or even code snippets by comparing against expected answers or rubrics. This is particularly useful for large companies that need to assess thousands of learners efficiently and do it in a way that offers personalized feedback and recommendations.

Example:

AI evaluates written responses and call role-plays using defined criteria, checking for required disclosures, clarity, and empathy. It provides consistent, actionable feedback at scale.

Example Solution Automated Grading And Evaluation illustration
AI-Assisted Feedback and Coaching

Beyond Q&A, AI coaches can give real-time feedback on performance. Modern AI tutors use natural language understanding to evaluate free-form responses and deliver personalized coaching, just like a digital mentor. L&D leaders find these applications instrumental in achieving training goals; surveys show high ROI of using AI chatbots to offer real-time feedback and guidance during learning.

Example:

AI-assisted coaching provides a deeper analysis by reviewing voice tone, pacing, interruptions, and adherence to approved talk-offs. It highlights specific time-stamped moments where improvements can be made, enhancing both confidence and compliance.

Example Solution Ai Assisted Feedback And Coaching illustration
Fairness and Consistency

AI-based assessment can also improve consistency in scoring and reduce human bias in evaluations. Every learner is judged by the same criteria, and AI models (when properly trained and tested) apply the rubric objectively. And, of course, there's always an option to validate AI-produced scores with periodic human review, especially for high-stakes evaluations, to maintain trust and accuracy.

Example:

A shared set of evaluation criteria combined with AI reduces grading variability across branches and reviewers. Human sampling remains part of the process to maintain oversight and build trust in the results.

Example Solution Fairness And Consistency illustration
Let's discuss how you can benefit from AI-driven
assessments and intelligent feedback.
Predictive Analytics for Training Impact and ROI

Linking training efforts to business outcomes has long been a challenge for L&D. Today, AI-driven learning analytics are giving organizations new powers to measure and even predict the impact of training on performance metrics. By analyzing large datasets of learning activities and outcomes, AI can uncover patterns that help prove ROI and improve decision-making.

Predictive Analytics for Training Impact and ROI
Advanced Learning Analytics

Traditional training metrics (completion rates, test scores, satisfaction surveys) only tell part of the story. AI allows far deeper analysis by correlating learning data with business data. Organizations are deploying predictive analytics that ingest data from Learning Management Systems, HR systems, and operational KPIs to evaluate how training moves the needle on business goals.

Example:

Advanced learning analytics connect training data to key performance indicators such as first-contact resolution, average handle time, net promoter score or customer satisfaction, error rates, and exception rates. These insights reveal which modules lead to improvements and where to focus future investment.

Example Solution Advanced Learning Analytics illustration
Predicting Training Needs and Outcomes

AI can not only look backward but also predict future training needs and outcomes. AI-driven analytics can even predict which employees might benefit most from certain training, or who might be at risk of low performance without intervention. This predictive capability helps L&D teams prioritize and tailor their initiatives for maximum impact.

Example:

Before a policy change or product launch, AI analyzes performance indicators and past errors to identify teams that may have difficulty. This enables targeted refresher training to be provided before problems arise.

Example Solution Predicting Training Needs And Outcomes illustration
Real-Time Dashboards and Reporting

Modern L&D analytics platforms infused with AI provide real-time dashboards that track training effectiveness. These might include sentiment analysis of learner feedback comments, anomaly detection (e.g., identifying if a particular course consistently yields poor post-test results, indicating content issues), and even natural language generation to summarize insights for L&D managers. The goal is to move beyond basic reporting to actionable intelligence.

Example:

Real-time dashboards show overall readiness, highlight areas where learners are confused, and provide plain-language insights for leaders. Managers can drill down by region, branch, and team to take prompt action.

Example Solution Real Time Dashboards And Reporting illustration
Demonstrating ROI

AI-powered analytics capabilities feed into the bigger mandate of proving the value of training. AI helps by directly linking learning metrics to performance metrics. Companies can now estimate the dollar impact of closing a skill gap or predict how improving a certain skill through training will affect key business outcomes. This elevates L&D’s credibility in the eyes of executives.

Example:

Demonstrate the return on investment by quantifying how training reduces compliance exceptions, rework, resolution time, and improves client satisfaction. Reports for executives translate these improvements into hours saved and reduced risk.

Example Solution Demonstrating Roi illustration
Let's discuss how predictive analytics
can drive your business outcomes.
Industry Fit Without Industry Friction
Retail Banks
  • Standardize service and compliance across branches with role-based paths.
  • Reduce error rates and exceptions through just-in-time policy tips.
  • Link training to CSAT/NPS and account growth with analytics.
Credit Unions
  • Onboard member-centric service quickly with microlearning and role-plays.
  • Keep volunteers and staff aligned with simple, audit-ready modules.
  • Correlate learning to member experience and product adoption.
Investment Banks & Capital Markets
  • Reinforce conduct, conflicts, and information-barrier practices.
  • Deliver fast refreshers on new product controls and workflows.
  • Provide consistent, auditable assessments across global desks.
Community Banks
  • Equip universal bankers for many hats with adaptive learning paths.
  • Ensure compliance with simple, visual modules and attestations.
  • Use assistants to answer policy questions instantly at the desk.
Mortgage Lenders & Servicers
  • Train teams on documentation, disclosures, and timelines with scenarios.
  • Reduce defects and rework through image-based ID checks and guides.
  • Correlate training to cycle time and pull-through rates.
Wealth Management & Private Banking
  • Refine discovery and suitability conversations with role-plays.
  • Standardize documentation practices with just-in-time policy tips.
  • Track readiness for audits with consistent, rubric-based checks.
Payments & Card Issuers
  • Speed dispute handling with microlearning and chatbot guidance.
  • Reduce error rates and escalations via scenario practice.
  • Tie training to AHT, FCR, and chargeback outcomes with analytics.
Digital Banks & Fintechs
  • Onboard distributed teams quickly with mobile, offline-capable modules.
  • Scale support quality with 24/7 policy assistants in Slack.
  • Spot content gaps by linking training to ticket themes and error clusters.
Commercial Banking Units
  • Sharpen credit analysis and documentation with case studies.
  • Reinforce onboarding and KYC for complex entities via visuals.
  • Correlate training to cycle time and exception rates.
Compliance & Risk Operations Centers
  • Reduce review backlogs by upskilling analysts on patterns and triage.
  • Ensure consistent, defensible decisions with AI-assisted rubrics.
  • Provide audit-ready records with clear attestations and trails.
How Can We Help?
Send message