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Qstream for financial services organizations

Microlearning and knowledge reinforcement for the financial services industry

There’s no doubt that financial services is an evolving industry with a competitive landscape

Financial activity is becoming increasingly digitized, leading institutions to accelerate adoption of new tools and processes to keep employees up to speed on the newest regulations and equipped to provide the best customer service possible.

“Qstream has provided a way to track true compliance and ensure the critical information learned during these courses is retained over time and applied directly on the job. This modern approach to delivering critical information took training from upwards of five hours to complete to a mere 9 minutes and we've achieved a 99% proficiency rate across over 1,300 participants.”

— Cate Miller, Director, Talent Development, Cherry Bekaert

How can the rapidly changing financial service industry effectively train and develop to provide top-class customer experiences?

To keep up with constant changes in regulations, advancements in technology and growing globalization, financial services organizations must evolve their training programs. Today’s busy employees don’t prefer being pulled away from customers to complete training and managers don’t have the necessary analytics to determine whether the training is effective.

Modern, mobile, employee-centric microlearning allows for optimal engagement and performance. This approach to employee training drives continuous learning and development across all departments of financial organizations and offers performance insights that can easily be tied to business performance and goals.

Qstream’s microlearning and knowledge reinforcement solution delivers training directly to employees so they can learn, retain and apply new knowledge and skills to improve performance.

With Qstream, financial services organizations can:

1

Provide continuous training and reinforcement in the daily workflow to keep employees armed with the most up-to-date, must-know information to provide exceptional customer service.

2

Scale training programs nationally or globally for a consistent customer experience.

3

Uncover knowledge and skill gaps with proficiency analytics so managers can provide coaching and further training at an individual, team or group level to prevent errors.

Microlearning for financial services: improve customer satisfaction and loyalty

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Qstream can benefit many types of financial services organizations

Our solution helps organizations, including wealth management, banking, brokerage and insurance firms, improve their training programs on a variety of topics pertaining but not limited to:

Product and services

  • Provide employees with up-to-date product and services information
  • Improve soft skills for superior customer service

Compliance and regulations

  • Record compliance proficiency to minimize risk
  • Train and reinforce new processes continuously

Corporate and sales

  • Improve sales skills and performance without disrupting selling time
  • Continuously onboard to ramp up new employees quickly and effectively

Product and services

  • Provide employees with up-to-date product and services information
  • Improve soft skills for superior customer service

Compliance and regulations

  • Record compliance proficiency to minimize risk
  • Train and reinforce new processes continuously

Corporate and sales

  • Improve sales skills and performance without disrupting selling time
  • Continuously onboard to ramp up new employees quickly and effectively

Want to learn how Qstream can help your organization
more effectively train and develop employees?

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