How Jupiter Boosted Compliance Training Efficiency With Risk Analysis
About the company
Jupiter is a leading specialist asset management firm committed to building trust and delivering the best investment outcomes for its clients. The firm values its people and strongly emphasises independent thought and accountability.
Jupiter's compliance training programme has traditionally delivered annual modules to ensure comprehensive coverage of all compliance areas.
Employees
501 - 1 000
Industry
Financial services
Location
London, United Kingdom
Having the tools to analyse our staff training to identify trends, breaches and policy violations and map this to training subjects has been invaluable. This process is in its initial stages, and we look forward to continuing this journey with Skillcast to save time and improve efficiency in our compliance training programme.
Anne Campbell, Senior Compliance Officer
Jupiter
The challenge
Jupiter’s senior management identified that its compliance training programme, while thorough, was time-consuming and repetitive. Employees were often required to retake modules in areas where they were already competent, creating inefficiencies and limiting the programme’s overall impact.
The key objective of training was to assess employee competence across critical regulatory topics and then target training where it was truly needed, ensuring staff remained compliant without unnecessary repetition. Management wanted a risk-informed, balanced approach that maximised learning outcomes while reducing the time and resources spent on training.
Some key statistics
The solution
To tackle training inefficiencies, Jupiter partnered with Skillcast to implement a risk-based, data-driven compliance programme. The solution focused on assessing competence, tailoring training, and optimising delivery, providing a more efficient solution:
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FastTrack assessments – Employees could demonstrate existing knowledge through assessments rather than repeating modules where competence was already proven.
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Risk-based training frequency – By analysing two years of training data, including failure rates, policy breaches, and regulatory focus areas, Jupiter identified where training cycles could be safely extended. Low-risk modules were moved to 18– or 24-month cycles rather than assigning them annually, while critical areas, such as new regulations, high-risk topics, and financial crime training, remained on a 12-month cycle.
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Data-driven insights and automation – The diagnostic assignments tool provided real-time visibility into compliance coverage and training effectiveness, reducing manual effort and enabling smarter decisions.
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Continuous improvement – Jupiter will repeat this risk assessment annually, refining training schedules and maintaining efficiency while ensuring full regulatory compliance.
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