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Finance
Clients
include:
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Allied Irish Bank
American Express
Barclays
Chartered Insurance Institute
Deloitte & Touche
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Financial Services Authority
KPMG
Lloyds TSB
PricewaterhouseCoopers
The Royal Bank of Scotland
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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 National, 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 National,
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 (RBS, 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 The Royal Bank's entry into e-learning and the partnership forged
with Epic. More…
The Royal Bank of Scotland and Epic have continued to work closely
in the development of further training. Recent 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.
Epic has been selected as the FSA's sole e-learning development
partner. The FSA were looking for a company who understood the financial
services market as well as had a proven track record in developing
high quality learning programmes, and they found all this in Epic.
Current projects for the FSA include the development of a CD ROM
and online e-learning programme on money laundering and a CD ROM
on the Code of Market Conduct.
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