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Financial Organisations

Many of our clients are from the Financial Services industry, using online tests to assess knowledge, identify skills gaps and ensure and demonstrate industry compliance.

In such a regulated industry, with constant changes in products, procedures and compliance, the benefits of assessments can be dramatic, highlighting the strengths and any weaknesses of each individual, groups (teams, roles, training groups, locations etc) and trends across the whole business.

Clients such as HSBC, BNP Paribas, M&S Money and Deutsche Bank have been utilising assessments for uses including:
 

Regulatory Compliance

  • Ensuring FSA and other industry compliance
  • Highlight any areas to address for individuals, groups or business
  • Demonstrate compliance understanding and knowledge to 3rd parties

Training Needs Analysis

  • Identify skills gaps of individuals, group and the business
  • Eliminate training or refresher courses where appropriate knowledge already exists
  • Improve learning programmes based on results analysis

 

Product Knowledge

  • Ensure product knowledge
  • Test and accredit
  • Measure knowledge versus confidence

Inductions, On-Boarding & Graduate Programmes

  • Test and accredit programmes to ensure understanding and knowledge
  • Early identification of issues
  • Highlight heroes and villains through benchmarking

Accreditation

  • Accredit any training/learning
  • Recognise employee skills

Engagement with Learning

  • Help individuals identify their own learning needs
  • Produce ‘Personalised Learning Plans’ based on identified knowledge gaps (topic scores and questions marked incorrect)
  • Signpost learning resources based on test performance

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