Case Study: Old Mutual South Africa achieves rapid, scalable broker training and higher pass rates with Adobe Connect

Old Mutual South Africa connects and learns

Old Mutual South Africa, a leading financial services provider, faced the challenge of training a widely distributed Personal Finance Advice (PFA) force without excessive travel, lost productivity, or outdated content. The PFA division needed a scalable way to deliver timely, consistent training to advisers across the country while improving pass rates and increasing customer-facing time.

In partnership with Dax Data, Old Mutual implemented Adobe Connect—integrated via a custom learner interface using the Connect API—to deliver live and recorded virtual classrooms, downloadable resources, and interactive tools. The platform enabled 2,500 learners to be trained in under three days, raised pass rates from 54% to 80–90%, reduced travel and time away from customers, and provided on-demand access to up-to-date training content.

Old Mutual South Africa

Dimitri Merritt

eLearning Specialist