Case Study: US Financial Services Company achieves unified, intuitive learning and exceptional adoption with ExpertusONE LMS

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Preview of the US Financial Services Company Case Study

Financial services giant easily integrates formal, informal and web-based training with ExpertusONE LMS

A US-based financial services giant with $1.4 trillion in assets, 270,000 team members and offices in 35 countries lacked a dedicated way to deliver foundational and required training to its global marketing and communications group. The organization needed a unified, intuitive learning platform to improve adoption and make training easy to find and complete.

Expertus implemented a next‑generation ExpertusONE LMS, delivering a custom, profile-driven learning environment with a heuristic user experience and integrated formal, informal and web-based training. The solution met the bank’s priorities and drove exceptional learning adoption and performance rates across its global teams.


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