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You are here : Intelligence Center : Case Studies

 CASE STUDIES

Members of the Financial Services Learning Community share the following case studies to enhance understanding of best practices, learning solutions, and emerging trends in Financial Services Learning Community. Members may click on a link to access the case study.


Pilot Travel Centers: Fueling Consistent Training

Pilot Travel Centers, headquartered in Knoxville, TN and founded in 1958, is the nation’s largest operator of travel centers. Pilot Travel Centers employs approximately 14,000 employees in 260 locations located in 39 states. The company employs team members in a wide variety of occupations, beginning with hourly field positions such as cashiers and restaurant workers, through all levels of corporate management, including the company's senior officers.

A GeoLearning Case Study

Members may click here to read the full case study


Merrill Lynch: Bullish on Mobile Learning

As with many financial firms, many employees at Merrill Lynch are working long hours outside of the office. Because of these circumstances, the company has turned to mobile modalities to deliver learning that’s short, accessible and relevant.

By Kristofor Swanson, Chief Learaning Officer magazine, April 2008

Members may click here to read the full article

Leading Financial Services Organization successfully certifies 1,600 Global Compliance Officers

Aleading financial institution needed every employee, from their senior executivies t front line staff, to adhere to their risk, control, and reporting policies. This critical understanding could only be achieved with the cooperation of all lines of business, clear and consistent planning and by providing relevant compliance training in a timely, easily assessable, and engaging manner.

A IS Interactive Services Case Study

Members may click here to read the Case Study

AEA Federal Credit Union realizes significant time and cost savings with PerformancePro

Arizona-based AEA Federal Credit Union has 162 employees and seven branches spread across Yuma and LaPaz counties. AEA FCU was first established in 1942 to serve educators and teachers but has since grown to serve the financial needs of all Yuma county residents. After 63 years of success and expanding growth the credit union’s human resources department had found that its manual process of documenting and conducting employee performance evaluations was cumbersome, slow and ineffective.

A HRN Management Group Case Study

Members may click here to read the Case Study

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