A tool to improve the performance and retention of wealth managers
American Express started to notice higher than normal employee turnover rates among their wealth managers. They discovered that many employees lacked an understanding of how to advance in their positions, leading them to leave for companies that provided what they perceived as better opportunities. Knowing the importance of employee retention and quality training, AMEX wanted a solution that could help employees clearly understand the steps and expectations for developing their careers.
We created a comprehensive, yet simple-to-use online tool that helped wealth managers grow, direct, and accelerate their career paths. Incorporating training and skill development modules, the tool provided an actionable roadmap with customized resources, activities, and workshops.
The tool’s implementation helped American Express provide employees with a clear roadmap for success, improving the performance and retention of its wealth managers - a win-win for everyone. Our tool was also a cost-effective solution, as it could train countless employees online without requiring additional human resources.
American Express started to notice higher than normal employee turnover rates among their wealth managers. They discovered that many employees lacked an understanding of how to advance in their positions, leading them to leave for companies that provided what they perceived as better opportunities. Knowing the importance of employee retention and quality training, AMEX wanted a solution that could help employees clearly understand the steps and expectations for developing their careers.
We created a comprehensive, yet simple-to-use online tool that helped wealth managers grow, direct, and accelerate their career paths. Incorporating training and skill development modules, the tool provided an actionable roadmap with customized resources, activities, and workshops.
The tool’s implementation helped American Express provide employees with a clear roadmap for success, improving the performance and retention of its wealth managers - a win-win for everyone. Our tool was also a cost-effective solution, as it could train countless employees online without requiring additional human resources.
