Enabling BFSI leaders to deliver engaging compliance training that employees complete and comply with, thus helping get the most out of their compliance training budgets.
So how can you translate compliance training to compliant behaviors in a highly regulated industry?
Let’s make it meaningful!
Our Approach to Designing for Compliance Interventions
A Consultative Approach
Understanding both the learners’
and the business perspective
Learner Buy-In
Considering the emotional
relevance to learners
A ‘DO’ Focus
Having a performance-focused
approach to the design
A Practice-driven Experience
Creating loops of practice
to help improve skills
Stories for Impact
Using stories and scenarios
for relatability
Feedback for Retention
Reinforcing desirable behavior
through personalized feedback
This approach has helped us deliver award-winning learning solutions in the compliance domain. Want to find out how?
Success Stories of our BFSI Clients
The Challenge
To make staff aware of the Data Privacy Policy and its impact on their work, without intimidating them.
Our Solution
While designing and implementing the required privacy controls for an organization is a specialized and dedicated role, following data privacy best practices is something every staff member must incorporate into the performance of their day-to-day tasks — as an “always-on”, “processing-in-the-background” default mode.
The Data Privacy training, therefore, was presented in a simple, straightforward, and generally applicable manner, with practicable takeaways.
Benefits of the Solution
Making learners comfortable with the concept in a relatable, informal manner, through evocative storytelling
Building a foundation and allowing for deeper understanding in a format that allows the learner to be self-paced
Encouraging application by using real-life examples where learners are made to apply their understanding of the concepts to make decisions
The Challenge
To help employees understand and tackle conflict of interest scenarios when working from home
Our Solution
A scenario-based program with the goal of allowing employees to learn the best practices while working from home, through easily relatable scenarios where conflict of interest may arise.
Benefits of the Solution
Real-life scenarios provided an opportunity to ‘learn by doing’ through analysis and decision-making.
Contextualised situations allowed learners to put themselves in the shoes of the on-screen character and engage with the content.
Custom illustrated characters and scenes helped support relatability and create a familiar environment for the learners.
“The release of the program has been a novel experience……. The programs were designated as mandatory for all staff and consultants working in those organizations, with an annual re-certification requirement as well – making it one of only two programs that require an annual retake. We are seeing a significant number of completions in a relatively short period of time, and feedback on the courses has been overwhelmingly positive. This seems to validate the decisions taken during development and has been rewarding overall for the teams responsible for the content, development and support.”
Senior Learning Specialist at an International Financial Organization
It was a challenge for us to find a provider who can develop customised content for a big organisation like us, with only an email as our source of reference. With Upside Learning that specialises in building custom content and with no off-the-shelf, it assured us of how exclusive our module will be. The module developed by the team has become a benchmark for us internally for all our upcoming e-learning modules. And, what delighted me the most throughout the experience is how open the team was towards feedback, and how supportive they were in ‘educating’ us on the power of e-learning if it is thoughtfully designed and developed with the learner in mind. Wonderful team to work with, that’s for sure.
Project Manager at a Leading Global Financial Organization
World's Leading BFSI Enterprises
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