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Digital Fluency and Knowledge Management in Frontline Banking
New Future Branches Insights research: 89% of banks have a digital fluency program, only 19% call their frontline very competent.
The Squeeze
Fresh takes and practical insights on training, AI, compliance, and digital banking for banks and credit unions.
Partner or Vendor? I'll Be Asking Credit Unions That Question at CUBG in Seattle
This September, I'm speaking at the CU Business Group National Conference in Seattle.
We're Back at Finovate. Yeah, We Know.
So here's the news: LemonadeLXP is heading back to Finovate this year. This isn't news. Those Lemonade guys have demoed at Finovate a gazillion times.
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The Content Crisis: How Small Teams Can Access Industry-Specific Content Without Huge Budgets
Discover how small L&D teams at financial institutions can solve resource constraints and access industry-specific training content using microlearning.
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What Is an LMS? (And Why Yours Might Be Working Against You)
Tired of traditional training that your team ignores? Discover the difference between a legacy LMS and a modern one.
Overcoming Your Bank’s Biggest HR Workforce Challenges:
I recently had the privilege of attending the 95th Annual Texas Bankers Association (TBA) HR Conference in Lakeway, Texas.
Beyond Phishing Drills: Creating the ‘Stress-Tested’ Advisor With AI Voice Simulation
Traditional banking compliance training fails. Read how conversational AI voice simulation builds frontline confidence, lowers risk, and boosts performance.
The 3 Biggest Challenges of Moving From Order Takers to Financial Advisors
When members visit their local credit union, they want more than something strictly transactional.
How AI Is Transforming Training and Content Creation in Financial Institutions
That’s what Stephanie Libadia, Vice President, Human Resources, from Cascade FCU said when she saw InsightAI turn existing content into interactive training.
Boost Digital Adoption with Technology Walkthroughs: A Guide for Financial Institutions
As more people shift to online banking, financial institutions face a critical challenge: ensuring the smooth adoption of new technologies.
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