Mercer’s Pension Risk Management provides fiduciary consulting to clients across the globe, using its holistic approach to align strategy with funding status. After developing a globally consistent pension valuation process and centers of excellence, Actio Learning designed integrated development roadmaps for all levels of pension consultants. An audience consisting mostly of actuaries, the roadmaps emphasized Mercer’s common process, its proprietary technology and math engine as well as client facing behaviors and skills.
Dedicated to transforming lives by improving the journey to a healthy, beautiful smile, Align Technology is an indispensable partner to dental professionals around the world. Anticipating approaching shifts in the market and the need to be ready and responsive, Align sought to prepare its global management team to be more flexible, adaptable and incisive. Actio Learning designed, developed and delivered to a global audience a highly interactive, multi-day workshop based on leading leadership research and tied to Align’s unique organizational challenges.
Bridgestone, a tire manufacture serving society with superior quality, sought to rethink and revise their dealer training - with a twist. As part of their goal, some of the content would look and feel more like advertising and would be shared with consumers. After some deep analysis, we worked closely with a partner and Bridgestone teams to devise an inventive "camera on the shoulder" scenario- based learning strategy comprised of micro-learning and instructor led events backed by gamification. To ensure dealer success, managers were also trained to be successful coaching while using gamification data.
BANK OF AMERICA
Bank of America, one of the most recognized organizations in the world, sought to improve role clarity and team member development in their banking centers. Actio Learning analyzed the roles, provided input to revised role definitions and reimagined employee development roadmaps.
CROWE HORWATH LLP
With designs on growing to the next tier of audit, tax and advisory firms, Crowe Horwath LLP re-envisioned its Audit practice. To help them create sustainable change, Actio Learning collaborated closely with key learning and business leaders and devised an integrated learning model that introduced modern, micro eLearning and revamped instructor led training. The result? Just in time, lean, clean, high-impact training that met Continuing Professional Education (CPE) requirements and produced high-performers quickly.
Constellation is the No. 3 beer company in the U.S. with a portfolio of high-end, iconic imported brands such as Corona Extra and Corona Light, and award-winning brands such as Ballast Point. To build market share through more engaged distributors, Constellation engaged Actio Learning to devise and execute a gamification-based learning strategy with an inventive blend of micro, mobile eLearning and instructor led courses.
As a readily recognizable brand in the wealth management marketplace, Wells Fargo Private Banking tailors customized banking strategies, solutions, and advice for high net worth individuals. As the organization shifted their strategy to emphasize talent development over talent acquisition, Actio Learning was instrumental in the development of the Private Banking University. Looking across all the critical roles, we encouraged the adoption of an integrated learning strategy, supported by comprehensive development roadmaps and innovative training designs.
To further distinguish itself in the market, Wells Fargo Private Banking, one of the largest wealth management and private banking organizations in the country sought to simultaneously broaden and deepen the capabilities of their top bankers. Actio Learning designed The Graduate Program, a cohort based “masters level” curriculum, and shared with Wells Fargo in developing the courses. Participating by invitation only and taking a little more than a year to complete, graduates were rewarded with a formal ceremony and other recognitions. Wells Fargo was rewarded with ever deeper client relationships and an expanding book of business.
NAVY FEDERAL CREDIT UNION
Serving more than 6 million members, Navy Federal Credit Union is the most preferred and trusted financial institution serving the military and their families. To improve on already impressive customer experiences, NFCU implemented new technologies to simplify and improve engagement between members and branch team members. Actio Learning’s challenge was to develop capable team members fast. Working on an evolving technology platform and a dynamic timeline, Actio Learning developed highly integrated, seamlessly blended curriculums for nearly 3,000 tellers.
Aon Hewitt is the #1 benefits administration partner in the world serving more than 320 organizations and more than 10 million participants. Client teams capable of delivering unparalleled service is a cornerstone of those relationships. Actio Learning is reshaping how client service team members are developed by clarifying roles, introducing capability-based developmental roadmaps, reshaping existing training, modernizing training with micro, mobile, social and gamification, and making the entire employee experience millennial friendly.