Create Engaging Compliance Training by Focusing on the Financial Learner’s Experience

Matthew Daniel

It’s natural to believe that heavily regulated financial environments and compliance kills innovation, but nothing about that statement needs to be true. During this session, we'll talk about how the financial learner’s experience is an important aspect of creating compliance training that learners will appreciate. We'll cover specific methods like user research, design thinking, and advanced technology to create engaging learner experiences.

In this session, you’ll learn how to:

  • Leverage design thinking and user research to identify the financial learner’s experience needs.
  • Ideate creative ways to address learning design and development for compliance and mandatory content.
  • Discuss learning experience platforms (LXPs) and how they can be used in heavily regulated industries like finance.