Finance Case Study: The Wilkerson Company - possible speak
In this session, we will provide a specific case study around how a tier 1 bank was able to successfully build high impact natural language processing NLP based AI models while balancing the challenges of transparency, scalability and governance. NLP and AI represent an opportunity to impact the bottom line of financial institutions when implemented with governance in mind. Some common tasks that stand to gain the most from such advances in modeling include: automation of traditional business workflows such as identifying new investment opportunities, risk managing portfolio, predicting fraudulent activities, enhancing the customer experience, and even more robust forecasting of markets. However, implementation at scale and with compliance in mind is daunting to most financial institutions at all levels of AUM. The challenge that we all face is how do we drive real value to our organizations while balancing the needs of the 2 nd and 3 rd line compliance teams?The: Finance Case Study: The Wilkerson Company
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Finance Case Study: The Wilkerson Company - thanks for
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Martin Mellor delivers training for business owners and their teams who need to understand and make better use of financial information. Aimed at those with a specific finance-related skills gap, his courses are designed to break down the complexities in finance, creating knowledgeable and financially astute teams.
The situation
Martin has developed a fantastic reputation for delivering high-quality financial training. His interventions help people become more comfortable in interpreting and using financial information in their business or role. We had to find a way to develop Fimance deliver the same immersion and impact in a self-study online format. Mellor Financial Training has a strong branding across the web site and printed materials.
We needed to ensure the learning platform and course materials reflected and indeed enhanced this strong aesthetic appeal. The business has several associates whose clients would also benefit from being more confident and reassured with financial information. A key marketing strategy was to be able to white-label Finance Case Study: The Wilkerson Company training to provide this through different partners.
The challenge
Martin also wanted a way to be able to repurpose any course content to act as a companion for the live course. This would be a useful way of adding value to the face-to-face and live formats and help to reinforce the key lessons. Through our discovery workshop, we identified the creation of an online hub, using an open-source learning management system, would provide the technical platform required for launch, whilst also retaining the flexibility to be adapted in the future. We Finance Case Study: The Wilkerson Company a scenario-based approach to the training. We created four different personas — all with different backgrounds and situations. Compay learner is challenged to support these personas with their financial challenges.
This has already opened up new commercial partnerships for the business. The learning platform allows sections to be recycled across different courses, creating a streamlined and here content management process. Book your free Syudy: discovery call. Case study: Mellor Financial Training Martin Mellor delivers training for business owners and their teams who need to understand and make better use of financial information.
The situation Martin has developed a fantastic http://pinsoftek.com/wp-content/custom/summer-plan-essay/essay-on-learning-through-hardships.php for delivering high-quality financial training. The solution Through our discovery workshop, we identified the creation of an CCompany hub, using an open-source learning management system, would provide the technical platform required for launch, whilst also retaining the flexibility to be adapted in the future.
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