Financial and insurance services
We design learning for the stuff that matters – risk, compliance, claims, systems, service, and people capability. Programs that make complex topics clear, help teams work smarter, and support delivery at scale.
We know this space, and we know what works. From frontline to leadership, we build learning that gets picked up, used, and remembered.
We’ve worked with banks, insurers, claims agencies and government bodies to:
Turn technical content into useful, everyday learning
Build onboarding that works across roles, systems and service models
Design compliance training that people pay attention to
Roll out capability programs for leaders, assessors and advisors
Support customer-facing teams with service, sales and comms skills
Train up internal teams to keep content fresh and usable
Deliver learning in their platform, or help set one up that fits
Get a quote!
RECENT
PROJECTS
We’ve worked with banks, insurers, claims agencies and finance teams to design learning that supports performance, meets standards and fits into the real workday.
Projects have included:
Digital onboarding for risk, claims, lending and service roles
Microlearning to support systems rollouts and service consistency
Leadership and coaching programs across levels and functions
People management training for technical specialists stepping into new roles
Claims and assessment training for regulated environments
Privacy, code of practice and complaints handling modules
Process training for new systems and workflows
Financial literacy content tailored for customer-facing teams
Bullying prevention, safe work, and return to work coordination
Learning needs analysis and capability uplift strategy
Everything we design is built for flexibility, clarity and delivery at scale.
FINANCIAL AND INSURANCE
FINANCIAL AND
INSURANCE
CLIENTS
WORD ON THE STREET
Let’s talk
You know your business. We know how to turn it into learning that sticks. If you’re ready to sharpen your onboarding, lift capability or roll out training, we’re ready to help.
Call 1300 162 393 or complete the enquiry form to start the conversation.
FAQS
We don’t do cookie-cutter click-throughs. Our eLearning is alive – built with story-led scenarios, polished visuals, and interactive challenges that make people think. More importantly, it gives learners the insights, skills, and tools to actually change behaviour, not just finish a module and forget it.
We design learning across the finance and insurance landscape – claims, lending, underwriting, customer service, leadership, compliance, risk, and financial literacy. Our programs are tailored to real roles and built for teams in banks, insurers, credit unions, and financial service providers.
Yes. We work closely with your subject matter experts to capture the detail that matters, then translate it into learning that’s relevant and usable. We focus on how learners apply the content in their role—so they leave knowing how to use it, not simply recall it.
Yes. We take dense content – policies, legislation, frameworks – and turn it into structured, scenario-based learning that people can apply on the job. We focus on clarity, relevance and real-world use.
We do. We can build onboarding for claims, lending, service and operational roles. Our onboarding programs balance essential knowledge with practical tasks, supported by tools learners can refer back to once they’re on the job.
Yes. We often co-design with internal teams. We hand over editable files in tools like Rise 360, Storyline 360 or Chameleon Creator, and provide training so your team can update, manage and reuse the content over time.
We design learning for digital, virtual and blended delivery. Content can be delivered via SCORM, xAPI or other LMS-ready formats. We can also support LMS setup, testing and rollout where needed.
Yes. We’ve supported teams through system upgrades and new workflows using step-by-step learning, microlearning, walkthroughs and job aids, so people can learn in context and apply it straight away.
We’ve delivered programs across risk, compliance, systems and service – designed to work for teams juggling volume, regulation and change all at once. We know what works.
We use adult learning strategies that get results – scenarios, spaced learning, job aids, and visuals that make complex processes easier to follow. Every program is structured to support learning transfer, so teams don’t just get through the training – they know what to do with it.
We design for how people work: short bursts, clear steps, straight to the task. We build job aids, quick-reference tools and embedding activities that keep learning going long after launch.
You’ll get learning that’s easy to roll out, easy to update, and built to change behaviour on the job.









CASE
STUDIES
Case Study: Association of Community Language Schools (ACLS)
Case Study: YENOM (The FIQ Project)
Case Study: SMCT Equipment Safety
LEARNING
PICK ‘N MIX
We’ve got all the ingredients to make your learning program deliciously effective.
INDUSTRY
EXPERIENCE
Every industry has learning challenges. We eat those for breakfast.
Different sectors, same result: learning that actually sticks.



