IBL Training

Project Overview:

Coutts partnered with Feedback to create an engaging series of training videos for wealth managers and private bankers on new investment products, how to handle risk conversations with clients, and how to execute the product through internal systems.

Solution:

We developed a series of videos, filmed on location using green screens. This allowed us to create dynamic on-screen graphics and visually interesting backdrops behind the contributors that kept viewers engaged while providing informative data and learning.

The videos were broken down into four concise chapters, making it easier for viewers to absorb the information.

Solution:

We developed a series of videos, filmed on location using green screens. This allowed us to create dynamic on-screen graphics and visually interesting backdrops behind the contributors that kept viewers engaged while providing informative data and learning.

The videos were broken down into four concise chapters, making it easier for viewers to absorb the information.

Thank you SO MUCH for your hard work on all of this. We’ve shared Ch1 with some of our ExCo colleagues and even had an “I love this” email come back!

Kate Ng

Director, Product Management, Coutts

Results:

The feedback was overwhelmingly positive, scoring 85% satisfaction rating, significantly higher than other training materials Coutts had previously done.

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