Financial compliance training that people finished
Regulation is the content. Conversation is the format.
Sales teams were learning financial compliance from long PDFs and static decks, and it showed in retention and inconsistent messaging to customers.
We rebuilt it as role-play: compliance-focused customer conversations the learner has to navigate, microlearning chunks, gamified checks with immediate feedback, and downloadable job aids for after. Built in Storyline and delivered through Workday LMS.
Scenario-based compliance training in Storyline, delivered through Workday, with feedback and job aids built around the conversations people actually have with customers.
Articulate Storyline · Camtasia · Workday learning
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Sales teams were learning compliance from long PDFs and static decks, and it showed in retention and inconsistent messaging. We rebuilt it as role-play: compliance-focused customer conversations the learner has to navigate, microlearning chunks, gamified checks with immediate feedback, and downloadable job aids for after.