Case Study: John Hancock achieves stronger compliance and team readiness with Axonify

John Hancock - Customer Case Study

John Hancock Investments’ fund administration team, led by Greg D’Angelo, oversees tax, valuation, compliance and other groups responsible for controlling operational risk across a major asset manager. The challenge was ensuring staff consistently understand and follow complex policies and procedures to avoid financial, regulatory and reputational consequences while also making training efficient and engaging.

They adopted Axonify to deliver continuous, targeted microlearning—combining general mutual fund content with role-specific reinforcement and mobile access. The platform gave managers visibility into staff understanding, increased knowledge of policies and job responsibilities, improved engagement, and helped mitigate operational risk.

John Hancock

Greg D’Angelo

CAO of Fund Administration