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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, 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
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
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
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