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Finance

Clients include:

Alliance & Leicester
Allied Irish Bank
Bank of England
American Express
Barclays
Chartered Insurance Institute
Deloitte & Touche

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KPMG
Lloyds TSB
PricewaterhouseCoopers
The Royal Bank of Scotland
Watson Wyatt

Epic has been working in financial services for almost two decades with clients in:

  • Banking
  • Insurance
  • Accountancy
  • Regulatory bodies
  • Chartered Institutes

We have strategic supplier relationships with a number of financial clients and have worked especially closely with The Royal Bank of Scotland (who were early adopters of e-learning) Lloyds TSB and Barclays.

The range of our work within the sector covers:

  • Large-scale compliance initiatives (The Royal Bank of Scotland, Abbey, Lloyds TSB, Chartered Institute of Insurance)
  • Strategic consultancy and design for new learning platform (The Royal Bank of Scotland)
  • Large-scale blended leadership course (Barclays)
  • Managing for Value e-learning (Barclays)
  • Induction (Goldman Sachs, Credit Suisse, Abbey, Allied Irish Bank, RBS, Lloyds TSB, Bradford & Bingley)
  • Product knowledge training (American Express, Barclays)
  • Systems training (The Royal Bank of Scotland, Barclays, Lloyds TSB, Halifax, Aviva, Prudential)
  • Interview simulations (Lloyds TSB)
  • Customer service training (The Royal Bank of Scotland, Lloyds TSB, Barclays)
  • Online MA in e-commerce (Chartered Institute of Bankers)
  • Joint venture product development (The Financial Services Authority)

Some examples of our work in financial services

Epic's relationship with The Royal Bank of Scotland (RBS) goes back more than eight years. When RBS first decided to make a significant investment into e-learning, Epic were chosen as their partner for the development of over 200 hours worth of interactive learning content. A feature in US e-learning magazine from July 2002 describes the background to RBS's entry into e-learning and the partnership forged with Epic. More…

RBS and Epic have continued to work closely in the development of further training. Major programmes include Branch Manager Training & Development, Back Office Systems Training and CBFM Front Line Processes. More...

Another well-established Epic client in retail banking is Barclays. Recently Barclays University (bu) needed a programme to provide an integrated and consistent leadership proposition for junior team leaders, who may have responsibility for two to three people, up to heads of strategic business units. In partnership with bu, Epic developed 'take the lead …', a unique leadership programme which takes a blended approach, integrating offline and online means. A key component of this blend is the 'take the lead …' website, which forms a single gateway for leader development within Barclays. More…

For this client we also developed and piloted the bu 'Learning Zone' - an interactive gaming kiosk which allowed call centre staff to have fun learning both general knowledge and Barclays-specific product knowledge whilst away from their desks. The results were phenomenal - demand for the kiosks leading to their introduction across the Bank.

'Very addictive. Combining general knowledge quiz with questions on various aspects of Barclays has for me proved to be an excellent learning tool and has increased my knowledge of the numerous products we have learned'
e-learner

Epic has worked with Lloyds TSB for over four years. During the period of this relationship Epic has worked on blended learning, compliance learning, systems training, video interview simulations, induction and sales process learning with the bank.

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See also:
Other sectors
Our clients
Testimonials
Case studies

Awards

 
Downloads

Corporate brochure: E-Learning at Epic
Data sheets: Epic Consulting, Accessibility Lab, Arena, Blended Learning ROI Calculator (‘The Blender’), Epic P2P, Hosting, Thought Leadership Programme, Testing (x4)
White papers: Blended Learning, Blended Learning in Practice
Survey report: The Future of E-Learning

Go to downloads
 
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