{"id":107393,"date":"2025-03-26T06:53:00","date_gmt":"2025-03-26T06:53:00","guid":{"rendered":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/?post_type=resources&#038;p=107393"},"modified":"2025-04-03T15:14:33","modified_gmt":"2025-04-03T15:14:33","slug":"financial-services-learning-case-studies","status":"publish","type":"resources","link":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/resources\/financial-services-learning-case-studies\/","title":{"rendered":"Building Tomorrow\u2019s Skills in Today\u2019s Financial Services Workforce"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Technology innovations are the competitive edge for today\u2019s financial services industry. As market dynamics shift, regulations evolve, and legacy systems demand modernization, the need for a tech-savvy workforce has never been more critical. Yet business leaders struggle to find talent with the specialized skills needed for companies across banking, wealth management, insurance, fintech, and consulting to stand out from their peers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Building Tomorrow&#8217;s Skills in Today&#8217;s Financial Services Workforce<\/em> examines how five industry leaders \u2014 Capital One, XP Inc., Kushki, 4most, and a global life insurance company \u2014 maintain their competitive advantage by investing in their existing talent through strategic learning and development initiatives. By reducing external hiring and focusing on internal upskilling, these organizations see fast employee onboarding, improved employee retention, and enhanced service delivery.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Download this ebook to discover learning and development strategies to apply with your financial services company, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Measuring success through tangible business outcomes and employee satisfaction<\/li>\n\n\n\n<li>Implementing flexible skills development for immediate and long-term capability building<\/li>\n\n\n\n<li>Creating customized learning paths for sector-specific challenges<\/li>\n\n\n\n<li>Offering engaging certification training that reduces outsourcing costs<\/li>\n\n\n\n<li>Building expertise in critical areas like AI\/ML, cloud computing, data analytics, and cybersecurity<\/li>\n<\/ul>\n\n\n<style id=\"jv-blocks_ff81de-28\" type=\"text\/css\">#jv-layout-id_ff81de-28 {margin-top:24px;margin-bottom:0px;}#jv-layout-id_ff81de-28 > .jv-row-column-wrap {padding-top:0px;padding-bottom:0px;padding-left:0px;padding-right:0px;}<\/style>\n<div class=\"wp-block-jarvis-rowlayout alignnone\"><div id=\"jv-layout-id_ff81de-28\" class=\"jv-row-layout-inner jv-layout-id_ff81de-28\"><div class=\"jv-row-column-wrap jv-has-1-columns jv-gutter-default jv-v-gutter-default jv-row-valign-top jv-row-layout-equal jv-tab-layout-inherit jv-m-colapse-left-to-right jv-mobile-layout-row\"><style id=\"jv-blocks_899c9c-70\" type=\"text\/css\">.jv-row-layout-inner > .jv-row-column-wrap > .jarvis-column_899c9c-70 > .jv-inside-inner-col {padding-top:64px;padding-bottom:64px;padding-left:64px;padding-right:64px;border-radius:12px 12px 12px 12px ;}<\/style>\n<div class=\"wp-block-jarvis-column inner-column-1 jarvis-column_899c9c-70\"><div class=\"jv-inside-inner-col\" style=\"background:rgba(242, 239, 255, 1)\"><style id=\"jv-blocks_8ba8ee-b5\" type=\"text\/css\">#jv-layout-id_8ba8ee-b5 {margin-top:0px;margin-bottom:0px;}#jv-layout-id_8ba8ee-b5 > .jv-row-column-wrap {padding-top:0px;padding-bottom:0px;padding-left:0px;padding-right:0px;}<\/style>\n<div class=\"wp-block-jarvis-rowlayout alignnone\"><div id=\"jv-layout-id_8ba8ee-b5\" class=\"jv-row-layout-inner jv-layout-id_8ba8ee-b5\"><div class=\"jv-row-column-wrap jv-has-1-columns jv-gutter-default jv-v-gutter-default jv-row-valign-top jv-row-layout-equal jv-tab-layout-inherit jv-m-colapse-left-to-right jv-mobile-layout-row\"><style id=\"jv-blocks_2f1e5b-b6\" type=\"text\/css\">.jv-row-layout-inner > .jv-row-column-wrap > .jarvis-column_2f1e5b-b6 {text-align:center;}<\/style>\n<div class=\"wp-block-jarvis-column inner-column-1 jarvis-column_2f1e5b-b6\"><div class=\"jv-inside-inner-col\"><style id=\"jv-blocks_768fd0-b0\" type=\"text\/css\">#jv-adv-heading_768fd0-b0, #jv-adv-heading_768fd0-b0 .wp-block-jarvis-advancedheading {font-size:24px;line-height:36px;font-weight:400;font-family:Udemy-Regular, 'Udemy-Sans-fallback', sans-serif;}@media (max-width: 767px) {#jv-adv-heading_768fd0-b0, #jv-adv-heading_768fd0-b0 .wp-block-jarvis-advancedheading {font-size:24px;line-height:32px;}}<\/style>\n<h2 id=\"jv-adv-heading_768fd0-b0\" class=\"jv-adv-heading_768fd0-b0 wp-block-jarvis-advancedheading has-kb-palette-9-color\" style=\"margin-top:0px;margin-bottom:40px\">Preview our platform with this interactive tour for Financial Services<\/h2>\n\n\n\n\t\t<a\n\t\thref=\"javascript:void(0);\"\n\t\trole=\"button\"\n\t\tclass=\"btn brand-button \"\n\t\tdata-navattic-open=\"https:\/\/capture.navattic.com\/cm7wk7pcp000003js3owj4ctm\"\n\t\tdata-navattic-title=\"Navattic Product Tour\"\n\t\taria-label=\"Start tour\">\n\t\tStart tour\t<\/a>\n\n<script type=\"text\/javascript\">\n\tdocument.addEventListener(\"DOMContentLoaded\", function() {\n\n\t\t\/\/ NOTE: this object is injected as JSON, not interpolated JS expressions\n\t\tvar NAVATTIC = {\"embedExperience\":\"modal\",\"defaultTourType\":\"ungated\",\"formLang\":\"ko\",\"desktop\":{\"gated\":\"cm7wk7pcp000003js3owj4ctm\",\"ungated\":\"cm7wk7pcp000003js3owj4ctm\"},\"mobile\":{\"gated\":\"\",\"ungated\":\"\"}};\n\n\t\tfunction isMobileViewport() {\n\t\t\tvar w = window.innerWidth;\n\t\t\tif (window.visualViewport && typeof window.visualViewport.width === \"number\") {\n\t\t\t\tw = window.visualViewport.width;\n\t\t\t}\n\t\t\treturn w <= 768;\n\t\t}\n\n\t\tfunction pickTourId() {\n\t\t\tvar urlParams = new URLSearchParams(window.location.search);\n\t\t\tvar mobile = isMobileViewport();\n\n\t\t\t\/\/ Choose gated id without using &#038;&#038;\n\t\t\tvar gated = NAVATTIC.desktop.gated;\n\t\t\tif (mobile) {\n\t\t\t\tif (NAVATTIC.mobile.gated) gated = NAVATTIC.mobile.gated;\n\t\t\t}\n\n\t\t\t\/\/ Choose ungated id without using &#038;&#038;\n\t\t\tvar ungated = NAVATTIC.desktop.ungated;\n\t\t\tif (mobile) {\n\t\t\t\tif (NAVATTIC.mobile.ungated) ungated = NAVATTIC.mobile.ungated;\n\t\t\t}\n\n\t\t\t\/\/ form=0 forces ungated if available\n\t\t\tif (urlParams.get(\"form\") === \"0\") {\n\t\t\t\tif (ungated) return ungated;\n\t\t\t}\n\n\t\t\t\/\/ Default choice\n\t\t\tif (NAVATTIC.defaultTourType === \"ungated\") {\n\t\t\t\treturn ungated ? ungated : gated;\n\t\t\t}\n\t\t\treturn gated ? gated : ungated;\n\t\t}\n\n\t\t\/\/ The params the tour's Marketo form reads: this page's own query string\n\t\t\/\/ (utm_* and the rest, which persist.js has already re-applied from\n\t\t\/\/ sessionStorage), plus current_url, form_lang and country_code. Read\n\t\t\/\/ fresh on every call.\n\t\tfunction buildTourParams() {\n\t\t\tvar params = new URLSearchParams();\n\n\t\t\t\/\/ preserve all existing params (including duplicates)\n\t\t\tnew URLSearchParams(window.location.search).forEach(function(value, key) {\n\t\t\t\tparams.append(key, value);\n\t\t\t});\n\n\t\t\t\/\/ current_url\n\t\t\tvar currentURLwithoutParams = window.location.origin + window.location.pathname;\n\t\t\tif (!currentURLwithoutParams.endsWith(\"\/\")) currentURLwithoutParams += \"\/\";\n\t\t\tparams.set(\"current_url\", currentURLwithoutParams);\n\n\t\t\t\/\/ form_lang - see the note above; `lang` is reserved by Navattic\n\t\t\tif (NAVATTIC.formLang) {\n\t\t\t\tparams.set(\"form_lang\", NAVATTIC.formLang);\n\t\t\t}\n\n\t\t\t\/\/ country_code\n\t\t\tif (typeof ufb_cta_data !== \"undefined\") {\n\t\t\t\tif (ufb_cta_data) {\n\t\t\t\t\tif (ufb_cta_data.country_code) {\n\t\t\t\t\t\tparams.set(\"country_code\", ufb_cta_data.country_code);\n\t\t\t\t\t}\n\t\t\t\t}\n\t\t\t}\n\n\t\t\treturn params;\n\t\t}\n\n\t\t\/\/ Build URL with URL\/URLSearchParams so we never concatenate '&#038;'\n\t\tfunction buildNavatticUrl(id) {\n\t\t\tif (!id) return \"\";\n\n\t\t\tvar base = new URL(\"https:\/\/capture.navattic.com\/\" + id);\n\t\t\tbuildTourParams().forEach(function(value, key) {\n\t\t\t\tbase.searchParams.append(key, value);\n\t\t\t});\n\n\t\t\treturn base.toString();\n\t\t}\n\n\t\t\/\/ Navattic renders the tour's Marketo form in its own nested iframe,\n\t\t\/\/ forms.navattic.com\/form-host, whose URL carries none of the params\n\t\t\/\/ above. The form's behavior script (Marketo form 4358) asks this page\n\t\t\/\/ for them with a postMessage, and this listener answers with the same\n\t\t\/\/ params the tour URL already gets. Only frames nested inside this page\n\t\t\/\/ are answered. Registered once, even with several tour blocks on a page.\n\t\tfunction isNestedInThisPage(win) {\n\t\t\tvar w = win;\n\t\t\tfor (var i = 0; i < 10; i++) {\n\t\t\t\tvar parentWin;\n\t\t\t\ttry {\n\t\t\t\t\tparentWin = w.parent;\n\t\t\t\t} catch (e) {\n\t\t\t\t\treturn false;\n\t\t\t\t}\n\t\t\t\tif (parentWin === window) return true;\n\t\t\t\tif (!parentWin || parentWin === w) return false;\n\t\t\t\tw = parentWin;\n\t\t\t}\n\t\t\treturn false;\n\t\t}\n\n\t\tif (!window.ubNavatticTourContextListener) {\n\t\t\twindow.ubNavatticTourContextListener = true;\n\n\t\t\twindow.addEventListener(\"message\", function(event) {\n\t\t\t\tif (event.origin !== \"https:\/\/forms.navattic.com\") return;\n\n\t\t\t\tvar data = event.data;\n\t\t\t\tif (!data) return;\n\t\t\t\tif (data.type !== \"ub-tour-context-request\") return;\n\t\t\t\tif (!event.source) return;\n\t\t\t\tif (!isNestedInThisPage(event.source)) return;\n\n\t\t\t\tevent.source.postMessage({\n\t\t\t\t\ttype: \"ub-tour-context\",\n\t\t\t\t\trequestId: data.requestId,\n\t\t\t\t\tparams: buildTourParams().toString()\n\t\t\t\t}, event.origin);\n\t\t\t});\n\t\t}\n\n\t\tfunction applyNavattic() {\n\t\t\tvar chosenId = pickTourId();\n\t\t\tvar navatticSrc = buildNavatticUrl(chosenId);\n\t\t\tif (!navatticSrc) return;\n\n\t\t\tif (NAVATTIC.embedExperience === \"modal\") {\n\t\t\t\tvar btn = document.querySelector('a[data-navattic-open]');\n\t\t\t\tif (btn) btn.setAttribute(\"data-navattic-open\", navatticSrc);\n\t\t\t\treturn;\n\t\t\t}\n\n\t\t\tvar iframe = document.querySelector('iframe[data-navattic-demo-id], iframe[src*=\"capture.navattic.com\"]');\n\t\t\tif (!iframe) return;\n\n\t\t\t\/\/ If already correct, do nothing (no &#038;&#038;)\n\t\t\tvar srcOk = iframe.getAttribute(\"src\") === navatticSrc;\n\t\t\tvar idOk = iframe.getAttribute(\"data-navattic-demo-id\") === chosenId;\n\t\t\tif (srcOk) {\n\t\t\t\tif (idOk) return;\n\t\t\t}\n\n\t\t\t\/\/ Remount iframe to force Navattic init on the chosen ID\n\t\t\tvar parent = iframe.parentNode;\n\t\t\tvar next = iframe.nextSibling;\n\n\t\t\tvar replacement = iframe.cloneNode(false);\n\t\t\treplacement.setAttribute(\"data-navattic-demo-id\", chosenId);\n\t\t\treplacement.setAttribute(\"src\", navatticSrc);\n\n\t\t\tparent.removeChild(iframe);\n\t\t\tparent.insertBefore(replacement, next);\n\t\t}\n\n\t\tfunction applyWithRetries(attempts) {\n\t\t\tapplyNavattic();\n\n\t\t\tif (NAVATTIC.embedExperience === \"modal\") return;\n\n\t\t\tvar iframeNow = document.querySelector('iframe[data-navattic-demo-id], iframe[src*=\"capture.navattic.com\"]');\n\t\t\tif (!iframeNow) {\n\t\t\t\tif (attempts > 0) {\n\t\t\t\t\tsetTimeout(function() {\n\t\t\t\t\t\tapplyWithRetries(attempts - 1);\n\t\t\t\t\t}, 100);\n\t\t\t\t}\n\t\t\t}\n\t\t}\n\n\t\tapplyWithRetries(20);\n\t});\n<\/script>\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Technology innovations are the competitive edge for today\u2019s financial services industry. As market dynamics shift, regulations evolve, and legacy systems &hellip;<\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"single-resources-formright.php","categories":[],"resource_type":[27],"event_status":[],"class_list":["post-107393","resources","type-resources","status-publish","hentry","resource_type-ebooks","post","without-featured-image"],"acf":{"choose_resource_hubs":["default","smb"],"publish_to_selected_resource_hubs":["yes"],"resource_topics":["l_d_best_practices","technical_upskilling"],"marketo_form_id":"2653","custom_terms":"","marketo_form_custom_header":"","video_cta_type":"","video_cta_action":"","pdf_report":"https:\/\/info--udemy--com.udemy.coolkeypoint.com\/rs\/273-CKQ-053\/images\/UdemyBusiness_BuildingTomorrowsSkills_Case_Studies_ebook.pdf?version=0","resource_image":107520,"archive_thumbnail":{"ID":107508,"id":107508,"title":"ABM25Q1_FinServ_How Leading FinServ Firms_ResourceThumbnail","filename":"ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg","filesize":474861,"url":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","link":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/ko\/abm25q1_finserv_how-leading-finserv-firms_resourcethumbnail-2\/","alt":"Financial Services case study ebook archive thumbnail","author":"119","description":"","caption":"","name":"abm25q1_finserv_how-leading-finserv-firms_resourcethumbnail-2","status":"inherit","uploaded_to":0,"date":"2025-03-24 18:53:21","modified":"2025-03-24 18:54:17","menu_order":0,"mime_type":"image\/jpeg","type":"image","subtype":"jpeg","icon":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-includes\/images\/media\/default.png","width":895,"height":523,"sizes":{"thumbnail":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail-150x88.jpg.webp","thumbnail-width":150,"thumbnail-height":88,"medium":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail-300x175.jpg.webp","medium-width":300,"medium-height":175,"medium_large":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail-768x449.jpg.webp","medium_large-width":768,"medium_large-height":449,"large":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","large-width":895,"large-height":523,"1536x1536":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","1536x1536-width":895,"1536x1536-height":523,"2048x2048":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","2048x2048-width":895,"2048x2048-height":523,"genesis-block-theme-featured-image":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","genesis-block-theme-featured-image-width":895,"genesis-block-theme-featured-image-height":523,"genesis-block-theme-featured-image-wide":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","genesis-block-theme-featured-image-wide-width":895,"genesis-block-theme-featured-image-wide-height":523,"genesis-block-theme-logo":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail-300x175.jpg.webp","genesis-block-theme-logo-width":300,"genesis-block-theme-logo-height":175,"genesis-block-theme-mobile":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2018\/03\/ABM25Q1_FinServ_How-Leading-FinServ-Firms_ResourceThumbnail.jpg.webp","genesis-block-theme-mobile-width":480,"genesis-block-theme-mobile-height":280}}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.8 (Yoast SEO v28.8) - 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