CASE STUDY
When we supported a global learning needs analysis
Financial Services
THE CHALLENGE
How do we generate the insights needed to guide future Financial Crime learning investment?
A tier-1 global bank commissioned a global learning needs analysis (LNA) for its Financial Crime programme, covering 80,000+ employees worldwide.
The initiative required coordination across multiple stakeholders, including a leading consulting firm, internal L&D and compliance teams, and business units across the organisation.
The challenge was not only gathering data at scale, but ensuring the analysis process remained aligned, structured, and connected to strategic business priorities.
THE APPROACH
Enabling a structured and insight-driven analysis.
Working as part of a multi-vendor project team, we supported the design and delivery of the learning needs analysis, helping ensure the process ran smoothly and produced meaningful insights.
This included:
Managing learner surveys with 20,000+ respondents
Facilitating stakeholder interviews across multiple business units
Contributing to problem-framing and alignment workshops
Our role helped maintain clarity and coordination across stakeholders, ensuring the analysis stayed focused on business outcomes rather than simply collecting data.
THE IMPACT
Informing strategic investment decisions.
The learning needs analysis provided a robust evidence base to guide future decisions around the organisation’s Financial Crime learning strategy.
The insights and recommendations went on to inform future RFPs and strategic investment in learning initiatives.
Value delivered:
Enabled rigorous analysis and execution at scale
Bridged communication between internal teams and external partners
Supported the smooth delivery of a high-stakes global initiative
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