Case Study: Old Mutual South Africa achieves rapid large-scale training and 80–90% pass rates with Adobe Connect

Financial Services Provider improves Training with Advanced Elearning Platform and Maintains its Customer Focus

Old Mutual South Africa’s Personal Finance Advice division, which supports a nationwide and widely distributed adviser force, faced high training costs, travel burdens, and difficulty keeping brokers up to date while maintaining customer focus. The company needed a scalable way to deliver consistent, timely training that improved productivity and increased consumer interactions without pulling advisers away from clients.

By deploying Adobe Connect (with Dax Data) and integrating it into a custom learner interface, Old Mutual created a virtual classroom with live and recorded sessions, document sharing, polling, and API-driven features. The platform delivered on-demand access, reduced travel and downtime, increased broker availability, raised pass rates from 54% to 80–90%, and enabled training of 2,500 learners in under three days.

Old Mutual South Africa

Dimitri Merritt

eLearning Specialist