Self-Paced eLearning

Problem

As with many businesses, customer experience (CX) is a critical yet often overlooked pillar of success. With the proliferation of financial service startups that compete with the well-resourced established banks, both must reprioritize customer experience if they want to gain or maintain market share.

Solution

To address employees of either small startups or traditional large banks, the course is focused on the importance of customer experience, key components of CX, and measuring and improving the customer experience. It includes a variety of knowledge checkpoints and concludes with an assessment to ensure information is digested and employees are ready to apply what they have learned.


  • Audience: Frontline customer experience employees of financial service services of any size.

  • Responsibilities: Instructional design, research, eLearning development, testing

  • Tools Used: Articulate Rise 360, Figma