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Global UK

Industry Solutions

BFSI

The combined markets of Banking, Financial Services and Insurance create a complex mix of training challenges. Dynamic regulatory norms, a high rate of employee churn, a vast range of products and services, increasingly demanding customers, as well as a rapidly expanding workforce spread across multiple regions are just a few of the hurdles which come in the way of implementing quality training initiatives in the BFSI sector. Add to this the fact that technological advancements, changing policies and new markets have made it critical for the BFSI workforce to develop specialized skills, stay abreast with the latest developments, and be customer-friendly.

We have been helping a multitude of clients across the BFSI sector to implement learning solutions that cover compliance, employee on-boarding, soft skill development, continuous skill building and performance support.

Delivering learning that’s easy to understand and engaging

Given the complex nature of BFSI subject matter, it is imperative that the training be presented in a way that is not just easy to understand but is engaging as well. Our learning designers work with you to understand the context of the training, the audience it’s meant for, and the performance goals to develop a solution that’s aligned with the your business objectives. We focus on creating engaging learning content that leaves an impact.

Learn more about our Custom Learning Solutions.

Managing training for internal and external stakeholders

Organizations in the BFSI sector are required to provide accurate and up-to-date information to regulatory authorities, external channel partners, agents, advisors as well as the management. UpsideLMS provides a centralized eLearning delivery platform to enable you to create and deliver eLearning courses to your employees in office and to other entities situated in different locations easily. Further, its centralized capability means that you can keep a better track of your multiple training programs, making the overall training function coherent and easier to manage, carrying less administrative cost.

You can also utilize the UpsideLMS Administration Services to ensure that your LMS training and certification initiatives are delivered in a consistent and cost-effective manner, without requiring you to set up a separate team for managing and administering the LMS.

Learn more about UpsideLMS.

Enhancing Banking and Finance knowledge via ready-to-use courses

Not all of your training requirements need a custom solution. Some could well be met with our wide range of ready-to-use courses. And that’s faster and cheaper for you. We provide over 750 accredited eLearning courses on key Finance topics, organized into 69 course libraries spanning over 2250 hours of eLearning in both English and Spanish. These courses will greatly benefit banks and financial service providers/beneficiaries, regulators, consultants, and trainers in financial services.

Learn more about our Banking and Finance Catalog Courses.

Polishing soft skills of your sales and tele-calling staff

As for any other service industry, the importance of soft skills in BFSI is very high. Not just for the tele-calling staff, but for the agents and other sales force it is imperative that their communication, business etiquette, negotiations, time management, and other soft and business skills be refined. You can select from our wide range of catalog courses on soft skills to enhance your employees skills in these areas.

Learn more about our Soft/Business Skills catalog courses.

Learning that goes with your mobile sales force

The large mobile sales force in BFSI calls for solutions that are accessible anywhere, anytime. Our expertise in developing custom mLearning content is complemented by Upside2Go, our mLearning platform, which allows you to create and deliver knowledge nuggets and business critical information to your sales team instantly. Besides, Upside2Go has a fully enabled engine to generate exhaustive reports on access and progress as well create and manage learning content.

Learn more about Upside2Go.

UTI MF

A LMS to cater to the training and development needs of internal employees, external channel partners and advisors of a leading mutual funds company.

Case Study

Confidential

An LMS that helped one of the leading providers of financial products and services in India, to conduct and manage its internal training.

Case Study
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