Case Study: McLean Asset Management achieves 2x increase in training effectiveness with Helpjuice

Financial Services Company 2x Training Effectiveness With Helpjuice

McLean Asset Management, a Virginia-based financial services firm, faced significant knowledge loss as long-tenured employees retired and new hires struggled to find consistent guidance across two offices. To reduce constant operational interruptions, standardize regulatory processes, and improve a still-developing onboarding program, McLean adopted Helpjuice’s knowledge base solution.

Helpjuice implemented a fast-to-deploy, Google-like knowledge base with rich article design, embedding and analytics, and responsive vendor support, enabling company-wide access and document standardization. As a result, Helpjuice helped McLean unify workflows, reduce repetitive questions, and achieve a measurable 2x increase in training effectiveness while giving teams clearer visibility into gaps and article performance.

McLean Asset Management

Jason Rojas

IT Manager