This leading financial institution is training 70,000+ learners with Docebo

For a large and constantly growing financial institution, talent is everything. The business requires skilled employees to work with customers, build new products, and maintain tech infrastructure. Our customer wanted to focus on talent mobility by building skills internally–with an emphasis on high-growth job areas and  leadership development. But they saw opportunities to improve content organization and distribution. Content was often uploaded to the platform, but it was rarely (if ever) removed. This made their ecosystem disorganized and hard to search, with lots of outdated information. Of course, a disorganized learning experience could impact learner engagement. But when you want learners to work towards building their skills and moving to new roles in your business, the learning experience needs to be simple and  intuitive. This was another challenge: Building an engaged culture of learning and growth. Finally, our customer wanted to deliver learning at a bigger scale, but were facing a bottleneck of learning and development resources. The optimal solution was to automate large parts of their workflow, but their existing learning tools didn’t support this.

Our customer used Docebo to build a branded learning portal for employees. By using different features within the platform, they’ve designed an engaging and effective learning experience. The first big win was integrations. They connect Docebo with Workday, Salesforce, Google  Calendar, and other tools. The Workday integration allows them to import all of their user fields, which helps ensure training goes out to exactly the right people based on job title, business line, location, and more. And the Google Calendar integration has improved attendance and participation in instructor-led training by automatically creating events in learners’ calendars when they register for a session. Automation tools have been a game changer, helping the organization reach 70,000+ learners. Learners can now be enrolled based on simple rules that are easy to set up. And our client also solved their challenge with outdated content: They can create rules that remove content based on its age or number of views instead of having to audit it manually. Docebo’s widgets help out, too. A compliance widget lists mandatory compliance training and when it’s due. Previously, compliance courses and other training appeared together, which made learning feel less exciting and also made it more likely for compliance to fall through the cracks. Separating the two has done wonders for engagement. Meanwhile, a ‘popular courses’ widget on the homepage highlights the most engaging content and helps guide learners. Since adding this simple widget, traffic to high-performing courses has improved by 75%.

After switching to Docebo, this financial institution is learning better and more efficiently. Compliance training happens faster and learners are going beyond compliance to develop new skills. Internal mobility is on the rise and the company is filling technical roles internally, which boosts engagement and retention. The best courses are getting 75% more traffic. They’ve simplified enrollment and content management with time-saving automations. This frees up the Learning and Development team to focus on what matters: Building learning that aligns to business strategy. Their learning platform now hosts virtual instructor-led courses, with over 4000 sessions happening each year. The program has successfully scaled and now serves all lines of business. They’ve truly built a culture of learning. The final contribution is the power to measure their success. By pulling data from Docebo into their business intelligence tool, our customer can analyze course performance, instructor performance, and learner sentiment. And the Learning and Development team is getting the data they need to prove that learning is making a difference and helping grow their business.