Learning & Development Consulting

Strong first experiences accelerate productivity and engagement. Design onboarding that prepares new employees—not just to do their jobs, but to understand culture, compliance expectations, and customer impact.

Including, but not limited to:

• End-to-end onboarding program design
• Role-based readiness training for operations, servicing, branch/network, and support teams
• Digital, blended, and on-the-job learning and connection experiences
• Orientation experience design

The right learning platform creates scale, consistency, and insight across the enterprise—but only when it’s selected strategically, implemented thoughtfully, and adopted fully. We help financial services organizations identify the best-fit platforms, deploy them effectively, and build the consistency needed for long-term utilization and impact.

Including, but not limited to:

• Platform selection support (LMS, LXP, content libraries, and hybrid tools)
• Requirements gathering and evaluation criteria aligned to regulatory, operational, and workforce needs
• Implementation planning, configuration support, integration, and administration
• Change management and communication strategies to drive adoption
• Content migration, tagging, and learning architecture support
• Usage analytics dashboards and performance measurement

Compliance is non-negotiable in financial services. We help teams adopt compliant behaviors through clear, engaging, and role-specific training that reinforces expectations and reduces risk.

Including, but not limited to:

• Role-based compliance modules for high-risk teams
• Scenario-based learning to build practical judgment
• Annual and ongoing compliance learning programs
• Communication and reinforcement plans to sustain compliant behavior

Customer-facing teams need the skills to build trust, uncover needs, and deliver value. We equip employees with the human and technical capabilities required to deepen relationships and support growth.

Including, but not limited to:

• Consultative sales and relationship-building training
• Service excellence and empathy-based communication
• Advisory skills for financial wellness and product fit
• Coaching models for frontline managers
• Playbooks and tools for consistent experience delivery

As digital and AI tools reshape financial services, employees must understand how to use them responsibly and effectively. We help teams build digital fluency and confidence at every level.

Including, but not limited to:

• Digital literacy and modern workplace skills
• AI awareness, safe use, and governance training
• Role-specific skills for automation-enabled workflows
• Training on new digital platforms, systems, and tools