Case Study: Avantax achieves rapid digital learning transformation with ELB Learning staff augmentation

Rapid Delivery to Meet Business Transformation Needs

Avantax, a wealth management and financial services company, faced the challenge of needing to rapidly reimagine training for a large-scale business platform conversion. With limited internal L&D capacity and a compressed timeline, they lacked the specific skills to design the engaging and impactful learning solutions required. They sought the help of vendor ELB Learning for a staff augmentation solution.

ELB Learning provided highly skilled contract instructional designers and technical writers who were integrated with the Avantax team. This partnership enabled the development of interactive online training, videos, and reference materials, while also mentoring the internal L&D staff. The solution from ELB Learning allowed Avantax to successfully implement its new platform to all 3,750 advisor firms, achieving its business transformation goals within the short time frame.

Avantax

Jodie Wisson

Learning and Development Leader