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Developing confident, compliant, and capable Financial teams.
At ELB Learning, we’re not just about providing services; we’re about creating success stories. Let us help you achieve operational excellence and maintain a competitive edge.
Developing confident, compliant, and capable Financial teams.
We combine custom content, virtual reality (VR), gamification, and AI to drive real behavior change and performance gains.
Training for any Banking & Finance organization including:
Retail Banking
Fintech
Commercial & Corporate Banking
Insurance (Life, Health, Property & Casualty)
Wealth Management & Investment Firms
Credit Unions
Payment Processing & Digital Wallets
Mortgage & Lending Services
Driving success with Top Brands
Solutions creating impact.
We use different approaches to create immersive and engaging training experiences. See our solutions for some of the industry’s top companies.
More Success Stories
Game-based onboarding that fast-tracks skills and fuels employee success.
Modern Woodmen improved onboarding and retention with Rehearsal’s video-based, brand-aligned sales training and real-time mentor feedback.
ELB Learning delivered a fast, immersive training solution that sparked cross-team collaboration and earned unprecedented 5-star learner feedback.
Hoopis delivers scalable, multilingual sales and leadership training to 50,000+ professionals worldwide using the Rockstar Learning Platform’s flexible, barrier-free experience.
Barclaycard increased product mastery and engagement for 17,000 agents with The Training Arcade®, using replayable game-based assessments to boost knowledge retention.
Vista Equity Partners and ELB Learning launched an interactive cybersecurity course to enhance compliance, digital fluency, and training standards.
Empowering the Banking & Finance workforce with training that drives outcomes.
From regulatory compliance to cutting-edge innovation, our learning solutions support banking and finance teams in enhancing operational efficiency, ensuring accuracy, and driving continuous improvement, accelerating adoption of new financial products, and staying ahead in a rapidly evolving industry.
Regulatory Compliance & Risk Management
AML, KYC, GDPR, SOX, HIPAA
Customer Service & Relationship Management
Client Experience, Cross-Selling, De-escalation Skills
Product Knowledge Training
Banking Products, Insurance Policies, Investment Vehicles, Lending Solutions
Sales & Consultative Selling Skills
Needs-Based Selling, Upselling Financial Products
Fraud Prevention & Cybersecurity Awareness
Phishing, Identity Theft, Payment Security
Financial Literacy & Advisory Skills
For Clients and Employees — Understanding Products, Financial Planning
Technology Systems & Digital Tools Training
Core Banking Systems, CRM, Digital Wallet Apps, Payment Platforms
Ethics & Code of Conduct Training
Fair Lending, Fiduciary Responsibility, Data Privacy
Change Management & Digital Transformation Readiness
Adapting to New Platforms and Processes
The training needs of banking and financial services organizations are as dynamic as the industry itself.
At ELB Learning, we understand this unique need and offer solutions that address your specific pain points. Our team of learning strategists create and deliver learning solutions that are aligned with market-related changes and regulations to achieve technical specialism.
Here are the top challenges and how we can help:
1. Regulatory Compliance Training
The banking and financial sector is heavily regulated. Ensuring all employees are compliant with current laws, regulations, and standards is crucial to avoid hefty fines and legal issues.
Our custom training programs are designed to ensure early and ongoing productivity while keeping compliance at the forefront. We provide tailored compliance training modules that are up-to-date with the latest regulations, ensuring your team remains compliant, informed and competent.
2. Adapting to Financial Crises with Rapid Training Development
Financial crises require rapid adaptation and training of staff to new protocols and procedures, often with little notice.
ELB Learning’s agile learning platforms allow for the quick deployment of crisis-specific training content. We enable financial organizations to adapt to emergencies swiftly, ensuring their teams are prepared with the knowledge and skills needed to respond effectively.
3. New Software & Technology Training
The pace of enhancements to financial software and technology is sometimes hard to keep up! Keeping staff updated with the latest software and technological solutions is a constant struggle.
ELB Learning offers immersive learning experiences through simulations, video-based coaching and serious games, making it easier for banking and financial professionals to adapt to new technologies in a risk-free environment. Our solutions simulate real-world scenarios, allowing for hands-on practice without the consequences of real-life mistakes.
4. Scale Learning Initiatives & Engage in Continuous Learning
Traditional training methods may neither fully engage professionals nor be scaled to meet demands. ELB Learning leverages games and other engaging and immersive learning experiences that mirror real-life situations. This approach not only increases engagement but also enhances the retention of critical information and skills. Further, adoption of the right learning technology can scale training effortlessly.
We partner with Banking and Financial companies to provide services and technology that complement your training including:
Custom eLearning Course Design & Development
Custom VR Learning Experiences Development
Custom eLearning Course Design & Development
Games & Gamification Technology
Learning Strategy & Roadmaps Plus Curriculum Audits
Leadership Training Development
Sales Enablement Programs
Staffing to Augment Your Team
Support of ILT Classroom Training
“We saw that those engaged in gamification saw a 3% lift in business acumen, 14% lift in sales acumen, and 4% in technical acumen.”
Angie Kleinsorge
Manager, Learning and Development
“I personally think this is a great training tool and keeps all parties in the loop in a positive manner. It allows the financial representatives to have PDF copies of the language, see their videos firsthand, and allows mentors to critique constructively in a very efficient manner.”
Daniel Frey
Managing Partner
“We’re able to push content and have it drop right at a user’s virtual doorstep. Sales professionals are busy people, and the Rockstar Learning Platform removes every barrier to drop learning right in their lap virtually.”
Joey Davenport
President, Hoopis
Supporting Financial Services training with
talent staffing & on-demand experts.
Having the right talent at the right time is key to innovation and compliance. We provide specialized talent services, helping companies quickly scale with the right professionals—such as instructional designers, eLearning developers, AI experts, and more.
We offer tailored talent solutions with experts in banking, financial services, and fintech. Our immersive learning experiences, including VR, AR, and 360° video, engage finance professionals and improve skill retention.
Our team ensures compliance with industry standards, and our agile solutions help companies adapt quickly to changing needs, such as market volatility, financial risk management, regulatory changes, digital banking technologies, and more.
Contact ELB Learning to transform your training strategy with customized content and expert staff augmentation.
Transforming Banking & Finance Training
At ELB Learning, we’re not just about providing services; we’re about creating success stories. Here’s a closer look at how our customized training solutions and staff augmentation services have empowered companies in the Banking & Finance sector to achieve operational excellence and maintain a competitive edge.
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