High impact CPD training for large financial adviser community builds stakeholder engagement in Europe
In the ever competitive asset management space, the big global brands are always looking for new ways to build relevance and trust with independent financial advisers (IFAs).
The rapidly growing number of apps and online services known as “fintech” are all about delivering personalised investment experiences to individuals and opening up sophisticated advice.
In one such initiative, the yBC.tv team has worked with AXA IM (part of the AXA group) to build and deliver a world class, cloud based, fully bespoke, scalable training platform which is now being used by Asset Managers in the UK and Italy.
Delivering education to build relevance and trust, and strengthen relationships.
Like all asset managers in a market crowded with investment opportunities, AXA IM always seeks ways to leverage technology to build relevance and trust with the professional investment community.
AXA IM identified the opportunity to launch an e-learning platform to help advisers learn about key investment challenges, and instructed yBC.tv to deliver both the platform and digital education content.
The platform enables key stakeholders to deliver accredited CPD training to independent financial advisers across the UK and Italy, with the ability for AXA to roll the training out seamlessly in dozens of other languages. The solution can be easily scaled up to cope with tens of thousands – even hundreds of thousands – of users.
A rich CPD accredited digital experience
Initially, there are five major learning modules, but the platform has been designed to be scalable and fully flexible for the future.
Each module is comprised of rich interactive content
- Animated videos
- Course texts
- Learning gateways, with quizzes and tests
- Infographics (static and interactive)
- Self assessment, declaration and certification
Users can work their way through dozens of lessons and assessments as they complete modules covering key investment topics like Bonds, Equities, Volatility, Duration and Active Management. At the end of each module, users receive a CPD accredited certificate, certifying completion of the training.
The training modules sit on core yBC technology which has been developed to allow the team to deploy similar projects to clients elsewhere in the asset management industry and further afield.
yBC’s Mark Sinclair, who led the project implementation and digital strategy, says that it is the “consumerisation of previously inaccessible platforms which enables companies like AXA to roll out platforms which evolve with their needs and in tune with market changes.”
In the post-COVID era, the capability to engage like a media organisation is more important then ever.
High performance content for a socially distanced era
In a socially distanced world, it is more important than ever that organisations engage their audiences like a nimble media organisation with lean, high performance platforms and content.
Launched in 2019, the AXA IM platform was already an innovative and fully scalable way to build relevance and trust in the highly competitive investment industry.
Suddenly in the COVID-19 era yBC.tv’s unique ability to publish content fast on consumerised platforms became even more relevant for businesses under pressure.
With the shutdown of events, workplaces and gatherings, everything needed to be as virtual or light as possible for a time of social distancing. And now, post-COVID, it is not the time for cumbersome campaigns with long lead times.
We’ve been doing this with clients from a wide range of industries – mostly quite sizeable companies, and many of them well known names. Like AXA, HSBC, Hilton and Deloitte. We’ve been working closely with academics from London School of Economics, Oxford University and UCL. We’ve also worked with dozens of very well known people including Lord Seb Coe, Lawrence Dallaglio, British politician and TV personality Ed Balls and a range of elite sportspeople across various codes. (You can check out our case studies here).
We get that current corporate content budgets can’t pay big prices. That is where our Sabio solution delivers you the latest consumer experiences without the bespoke price tag.
Contact us to find out more.
