Financial advisors work primarily for financial institutions such as banks, mutual fund companies and insurance companies. Typically, they work with individuals or institutional clients to assess their financial needs and help them achieve their financial goals, such as investment selection (money market, real estate investments, stocks and bonds), explain the tax laws applicable to certain investments, and help make insurance decisions. For Old Mutual South Africa`s Personal Financial Advisor (PFA) department, this is a real challenge. As PFAs are widespread in South Africa and serve millions of corporate, commercial and institutional clients, it is imperative that they stay up to date with financial industry standards. Old Mutual provides training to its ATPs, but it has proven difficult to ensure that they receive training from across the country without taking it away from their clients. Demitri Merritt, eLearning Specialist at Old Mutual South Africa, the man tasked with finding the solution to training challenges, implemented Adobe Connect. “Adobe Connect is a highly scalable enterprise online training platform,” says Merritt. “It`s a high-end solution and thanks to its scalability and modular nature of its components, it`s possible to meet our exact requirements.” This solution allows Old Mutual to provide consultants with an efficient and powerful e-learning solution that allows them to stay on top of critical business issues while having the freedom to participate in meetings from anywhere, anytime. Adobe Connect provides learners with a virtual classroom interface for engagement and learning. After logging in, users can receive streaming audio or video and download documents. The instructional host can collaborate with learners through various activities such as PowerPoint presentations, live forums, and using a whiteboard to illustrate a point. These interactive sessions can be recorded and archived for later reading or viewing by students. For Old Mutual, Connect streamlined resource management within the PFA department, improved productivity and saved time, and enabled managers and consultants to manage their continuous learning more effectively.
To learn more about Old Mutual`s experience with Adobe Connect, watch the full case study here Financial advisors help clients plan both. We are proud to announce our partnership with US software provider eSyncTraining to expand our Adobe Connect offering and implement a more holistic e-learning and web conferencing solution. Read more That`s not all we have to offer. Take a look at what makes Old Mutual a great company to work for. In today`s hyperconnected society, innovation is key to optimizing business communications. This need is driving the growing adoption of web conferencing solutions, as well as the growing number of vendorsRead more.