Case Study: Bespoke E-learning for an Investment Bank

Posted by

Simon Truckle

on 30 Nov 2016

A leading Swiss Investment Bank was implementing a new approach to the measurement and attribution of profit from trading activities. They chose Skillcast to help get employee buy-in.

Success Stories: Bespoke Training for an Investment Bank


The investment bank's new approach was designed to create greater alignment between the sales and trading functions and across different asset classes. A training programme was required to kick-start the change process by creating understanding and buy-in across the globally distributed sales and trading teams.


The internal project team partnered with Skillcast to develop an e-learning solution. As part of the design process, we created a visual identity for the REVs initiative that was distinctive, aligned with the firm’s brand, and embodied the underlying objectives of the programme. The REVs motif consists of two interlocking red and black speech bubbles (these are the primary colours of the corporate brand). Throughout the e-learning content, we use red to represent sales and black to represent trading.

The content involves an explanation of organisational and technical processes and uses case studies to illustrate how REVs will work in practice. While conveying the detail of what is required to make the new approach work, the design concept supports the underlying message that by working together more closely and communicating effectively, the sales and trading functions can achieve a higher level of performance. The design concept established in the e-learning module was subsequently used in other media supporting the change process, such as posters, PowerPoint presentations and job aids.


  • Authoring tool: Skillcast CMS
  • Learning Management System: Clix
  • Integration: SCORM 1.2

Key benefits

Consistent message delivered to globally dispersed employees; strategic initiative has given a distinctive visual identity that is aligned with the group brand.

Intelligent Learning

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