Increase Job Knowledge
and Reduce Risk for Your
Financial Institution
Staying ahead isn’t just a goal for banking and finance– it’s a necessity. The industry continuously evolves, demanding a trained workforce equipped not only with knowledge but also with adaptability to navigate regulatory shifts, technological advancements, and client expectations.
At Upside, we recognize the gap between traditional training methods and the fast-paced demands of the banking industry.
Here’s what entails our training service spectrum for the banking and financial institutions.
Regulatory Compliance
Training on regulatory standards such as KYC (Know Your Customer), AML (Anti-Money Laundering) regulations, GDPR (General Data Protection Regulation), and Basel III requirements, ensuring your team remains compliant while delivering top-tier financial services.
Technological Proficiency
Training on fintech innovations, cybersecurity protocols, blockchain applications, and mastering banking software like Bloomberg Terminal or Core Banking Systems for seamless operations.
Risk Management
Equip your teams with the expertise to assess, mitigate, and manage risks effectively - credit risk analysis, stress testing, operational risk frameworks, and compliance with evolving risk management standards.
Customer Service Excellence
Training focused on relationship management, effective communication, empathetic engagement, and leveraging data-driven insights to anticipate client needs.
Financial Product Knowledge
Deliver in-depth knowledge of financial products and services, including investment portfolios, loan structures, insurance products, and wealth management strategies.
Leadership and Management
Develop strong leadership pipelines through training that fosters strategic thinking, decision-making skills, team management, and cultivating a culture of innovation and adaptability.
Digital Transformation
Navigate the transition to a digital-first banking environment by providing training on digital banking platforms, UX/UI optimization, and leveraging big data analytics for informed business decisions.
Training for Partners
High-quality training to partners, affiliates, and stakeholders, ensuring alignment with your institution's ethical standards and regulatory requirements.
Our Approach to Banking & Financial Training Solutions
Our Approach to Banking & Financial Training Solutions
We understand the intricate demands of the banking sector and are adept at creating tailored training solutions. How do we do it? Through meticulous research and collaboration - We conduct a deep dive into your organization's unique needs, understand your performance objectives, and then weave this understanding into a tapestry of learning—customized, interactive, and impactful. We don't just hand over content; we craft experiences that empower bankers to make informed decisions, tackle real-world scenarios, and excel in their roles.
Thorough industry research
Understanding your unique needs and performance objectives
Designing science-backed engaging learning experiences
Supporting rollout and implementation
Post-training analysis and support
This approach has enabled us to deliver acclaimed training programs that drive success within the banking and finance industries.
Curious about how our training methodology can elevate your workforce’s performance?
Our Approach to Banking & Financial Training Solutions
Our Approach to Banking & Financial Training Solutions
We understand the intricate demands of the banking sector and are adept at creating tailored training solutions. How do we do it? Through meticulous research and collaboration - We conduct a deep dive into your organization's unique needs, understand your performance objectives, and then weave this understanding into a tapestry of learning—customized, interactive, and impactful. We don't just hand over content; we craft experiences that empower bankers to make informed decisions, tackle real-world scenarios, and excel in their roles.
Thorough industry research
Understanding your unique needs and performance objectives
Designing science-backed engaging learning experiences
Supporting rollout and implementation
Post-training analysis and support
This approach has helped us deliver award-winning compliance trainings for our pharmaceutical clients.
Want to see how we put our methodology into action?
Our Success Stories
Our tailored training design approach is a proven catalyst for success. Our banking and finance clients have witnessed tangible improvements in performance, compliance adherence, and customer satisfaction. Have a look at some of our success stories.
New Employee Orientation (NEO) Program
Explore how a leading Asian insurance company redefined onboarding with a gamified approach, enhancing engagement and streamlining the learning process. This innovative blend of digital and live components empowers experts and enriches the onboarding journey, creating seamless integration for new employees.
Immersive Onboarding
In response to the need for a modernized onboarding process, an international institution successfully revamped its induction training. The immersive, self-paced program, featuring virtual experiences and storytelling, significantly increased employee support outreach and earned the institution prestigious recognition. This approach not only reduced training duration but also set a new standard for onboarding in the industry, receiving highly positive feedback from new staff.
Performance Support for Selling Life Insurance
Explore the enriched Year 4 experience in the esteemed MBBS/BSc Medicine Program at a top-tier university, featuring cutting-edge eLearning modules. Designed to elevate student engagement and optimize examination outcomes, these modules reshape the approach to medical education.
Demonstrate Business Value
Challenge
The tech company aimed to seamlessly integrate a new offering into customer conversations by understanding diverse pain points and mapping solution features. Collaborating with Upside Learning, the comprehensive solution included guided demos for sales reps to identify pain points and interactive demos with short scenarios illustrating solution features. This approach effectively equipped the sales team to demonstrate the business value of the new solution in conversations.
Solution
Tailored simulations and interactive demos equipped the sales team to effectively analyze customer pain points and demonstrate the new solution's business value in conversations.
Impact
- A subsequent study involving sales reps engaging in continuous learning showed a 24% increase in opportunities.
- The average opportunity value per seller increased by an impressive 23%.
Highlights
- Customized simulations fostering analytical skills.
- Interactive demos providing practical experience.
- Substantial increases in opportunities and average opportunity value for sales reps committed to continuous learning.
Destigmatizing Mental Health
Challenge
The airline faced low engagement with its mental health helpline, primarily reaching individuals with advanced symptoms. The challenge was to build awareness and encourage early intervention.
Solution
A digital experience was crafted, centered on dispelling myths about mental health and helping employees identify signs of poor mental health. The story-based learning included diverse personas with unique backstories, triggers, and recommended actions. Live footage of mental health professionals provided authentic medical advice.
Impact
- Achieved a 3X increase in employees seeking timely support.
- Elevated the employer brand.
Highlights
- Sensitive storytelling that addressed stigmas.
- Real-life experiences through diverse perspectives.
- Engaging narrative prompting deep reflection.
Interactive Pre-Work Modules for a Sales Training Initiative
Challenge
A technology solutions company required eLearning modules for sales employees as part of a comprehensive sales training initiative. The tight timeline added complexity to the project.
Solution
We opted for a scenario-based learning approach, focusing on two key use cases: data protection and databases. This modular structure facilitated easy content consumption.
Highlights
- Crisp information design with high-quality client images and concise content presented through infographic-style displays.
- Animated videos and scenarios added a context-driven dimension to the learning experience.
- Personas were employed to communicate key best practices and pose essential questions for sales representatives.
Building Consultative Sales Skills
Challenge
A global technology leader aimed to instill a customer-centric ethos within its Sales Executives, Customer Success Managers (CSMs), and partners. The challenge was to develop an effective sales training program introducing the Customer Success Model and providing continuous support throughout the Customer Success Journey stages: Onboarding, Adoption, Expansion, and Refresh.
Solution
The program was thoughtfully crafted with an introspective approach. Each section was initiated with a self-assessment and concluded with a reflection activity, fostering a conscious understanding of each Customer Success Journey stage. For learners uncertain about the journey, related sections offered incremental knowledge, ensuring a comprehensive yet manageable learning experience. Reflection activities empowered learners to evaluate and enhance their customer relationship-building practices.
Impact: The Customer Success Foundation Practice is in the pilot phase:
- Positive feedback from SMEs and sales generalists
- 4.21/5.00 Learner rating on it, helping increase their overall sales funnel
- Pilot phase with 15 learners, 10 completed in an average of 20 minutes
Highlights
- Customer-centric approach
- Interactive introspective learning
- Incremental knowledge acquisition
- Positive user feedback
- Part of a broader initiative
An Interactive Video Approach to Learning about Cyber Security
The Challenge
A global oil and gas company was looking for an intervention to help the employees and contractors familiarize themselves with the need for and importance of preventing cyber-attacks.
Solution
We implemented a dual approach—Activity-Based Learning through Interactive Videos and a subsequent Mini-Scenario Based Assessment. The five video-driven scenarios guided learners to understand the consequences of undesirable actions in the cyber security context, prioritizing experiential learning over didactic methods.
Key Features
- Interactive videos depicting everyday scenarios in a familiar office setup.
- Diverse interactivities for heightened engagement and contextual relevance.
- Consequential feedback offering insights into the repercussions of learners' actions.
