Global Financial Services
A global financial services company wanted to improve thecustomer service experience and the workforce’s ability todelight their customers. The Retail Services function wasseeking an upgraded new hire training experience to reducecustomer wait time, time on the phone, and resolution closetime.
PDG partnered with the company to analyze the current state of the new hire curriculum and to build an Onboarding Solution to drive the business goal of improving the customer experience. The new Onboarding Solution was a 4-week interactive blended learning journey for new hires built on PDG’s Know-Do-Refine Solution Framework and consisted of:
As part of the blended learning strategy elearning and microlearnings were utilized for targeted knowledge with application and reinforcement of key concepts through assessments and simulations.
As part of the blended learning strategy, graphic novels were used as an innovative approach to feature the correct behaviors on how to interact with stakeholders and customers, as well as problem solve and make decisions.
Additional tools and job aids such as quick cards and infographics were also created to accelerate time to proficiency and to be pulled through for on-the-job performance support.
As part of the blended learning strategy informal learning wasprovided in the form of games to increase knowledge, application, and reinforcement of key concepts learned.