Financial and insurance services

We design learning for the stuff that matters – risk, compliance, claims, systems, service, and people capability. Programs that make complex topics clear, help teams work smarter, and support delivery at scale.We know this space, and we know what works. From frontline to leadership, we build learning that gets picked up, used, and remembered.We've worked with banks, insurers, claims agencies and government bodies to:Turn technical content into useful, everyday learningBuild onboarding that works across roles, systems and service modelsDesign compliance training that people pay attention toRoll out capability programs for leaders, assessors and advisorsSupport customer-facing teams with service, sales and comms skillsTrain up internal teams to keep content fresh and usableDeliver learning in their platform, or help set one up that fits

RECENT PROJECTS

We've worked with banks, insurers, claims agencies and finance teams to design learning that supports performance, meets standards and fits into the real workday.Projects have included:Digital onboarding for risk, claims, lending and service rolesMicrolearning to support systems rollouts and service consistencyLeadership and coaching programs across levels and functionsPeople management training for technical specialists stepping into new rolesClaims and assessment training for regulated environmentsPrivacy, code of practice and complaints handling modulesProcess training for new systems and workflowsFinancial literacy content tailored for customer-facing teamsBullying prevention, safe work, and return to work coordinationLearning needs analysis and capability uplift strategyEverything we design is built for flexibility, clarity and delivery at scale.