Unlocking Broker and Advisor Performance with Digital Learning
Increase sales with digital learning experiences designed for engagement. Engagement is the key to effective learning, and learning unlocks better outcomes–for both your channel partners and your organization.
Beyond Training: Learning Expertise for Real-World Impact
Financial advisors and brokers need training that goes beyond “checking the box.”
After 15+ years partnering with leading brands to reach millions of learners, we know how to create programs that learners love. We’ve crafted 350+ engaging digital learning experiences that drive real-world results. Create learning experiences your agents will want to complete.
Digital Learning for Independent Channel Partner Success
Financial advisors and brokers need tools and training to provide better client service and grow their client base.
Partner education adds value to your trusted partnerships, improves channel sales force performance, captures mindshare, and strengthens your brand.
The Engagement of In-Person, Online
We transform in-person training events into impactful digital experiences, combining the cost savings and scalability of digital with the effectiveness of face-to-face interaction. We also revitalize underperforming learning programs.
Financial Services Industry Expertise
We are experts at creating learning experiences for highly regulated industries, and we understand the complexities of compliance for financial services organizations.
95%
approval rating on a digital learning experience pilot for financial advisors
Engaging experiences in real time lead to better outcomes over time. Your learning experience can achieve
High Engagement at Scale®
How we design and build engaging digital learning experiences for financial services organizations:
Design
- Build strategic alignment around digital learning experience’s business objective
- Competitive intelligence and market research to differentiate your digital learning experience
- High Engagement at Scale™ assessment to create a product roadmap
- User research and concept testing to understand all of your learner personas
- Strategic planning to create a long-term learning experience strategy
- UI/UX considerations coupled with instructional design best practices
Build
- Best-in-class custom learning experiences built by long-tenured developers
- Prototypes for pilots and product concept testing
- Technical know-how to implement off-the-shelf, build completely custom, and everything in between
- Turn your proprietary content into learner-centric interactive experiences
- Agile method for continuous improvement
- Work across 75+ LMS and CMS platforms and counting to build a solution that fits in your current system architecture
- Best practices for gen AI implementation
- Program management, maintenance, and growth