For sales training and content management AU SFB was using a traditional platform which seemed to be falling short of the bank Relationship Managers’ (RM) needs. While the platform supported basic learning journeys and acted as a content repository, the platform faced issues in providing a seamless user experience resulting in low adoption rates.
For sales training and content management AU SFB was using a traditional platform which seemed to be falling short of the bank Relationship Managers’ (RM) needs. While the platform supported basic learning journeys and acted as a content repository, the platform faced issues in providing a seamless user experience resulting in low adoption rates.
HDFC Life operates across a diversified distribution mix leading to highly fragmented content distribution and ineffective enablement of the field force. The business required a sales playbook solution to unify and align these differential channels while also catering to their unique content needs.
BFSL wanted to aggressively push for more credit card sales in the last quarter of the financial year 2023. For that, it needed to effectively train and enable its sales team to sell more. The training team at the company was looking for a platform that could go beyond providing traditional learning capabilities. Something that could tangibly aid credit card sales.
With 1000s of sales associates spread across the country and new products being launched every quarter,TATA Capital knew that it was important to get all of them ramped up effectively. This was essential for the associates to be able to win over customers in a highly competitive market.