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Case Study

Role Ready - Financial Sector

What happens when the world as we know is flipped on its head? Reduced income, inability to repay debt, a shout for help and no one appears to be listening!

When the dust settles, we can see the very real need for a threefold uplift in qualified consultants who are able to help customers survive the financial downturn. Couple this with a complete dependence on online training and remote working, and you have a very real challenge.   

The challenge

Design a program to set new customer consultant team members of a mortgage lender up for success in the shortest time possible, without compromising quality. The program had to be scalable and ensure skills development.

Our solution

We provided new starters a first-class blended learning journey, which reached beyond the first two weeks into a program that could be tailored to their needs and the needs of the business. The intent was to ensure that new starters gained the knowledge and skills required through seeing, questioning and doing, and to operate at the highest level from the moment they started work ‘on the floor’.

The outcome

The result was a comprehensive and flexible role ready training program covering all essential skills that included:

  • Virtual Workshop facilitator guides and supporting presentations
  • Self-paced activities providing an opportunity for learners to practice their skills and embed knowledge
  • Quick Reference Guides and Systems User Guides to use when on the floor

Underpinning the training was a New Starter Guide and Facilitator Overview that included onboarding information and a guide on how to get the best from the learning program.

In total we delivered 95 customised resources in a hybrid learning program that can be used flexibly to train and support ongoing retention.   

feedback from our client...

‘Thank you and well done to everyone who has been part of this. Very exciting that we will soon have a great training program to support our team with in the future.’

feedback from our client...

‘Thank you and well done to everyone who has been part of this. Very exciting that we will soon have a great training program to support our team with in the future.’

We acknowledge the Traditional Custodians of the lands on which we live and pay our respects to their Elders past, present and emerging.

Location

Sydney

Level 26, 44 Market St, Sydney NSW 2000

Lithgow

165 Main Street, Lithgow NSW 2790

Contact

contact@messagetrain.com Sydney: (02) 9091 8084

Lithgow: (02) 6352 4379

© Message Train Pty Ltd 2022. All Rights Reserved.

We acknowledge the Traditional Custodians of the lands on which we live and pay our respects to their Elders past, present and emerging.

Location

Sydney

Level 26, 44 Market St, Sydney NSW 2000

Lithgow

165 Main Street, Lithgow NSW 2790

Contact

contact@messagetrain.com Sydney: (02) 9091 8084 Lithgow: (02) 6352 4379

© Message Train Pty Ltd 2022. All Rights Reserved.

We acknowledge the Traditional Custodians of the lands on which we live and pay our respects to their Elders past, present and emerging.

© Message Train Pty Ltd 2022.

All Rights Reserved.