
Identified Needs :
Improve In-Person Training : Modernize and enhance the training in Behavioral Finance to make it more engaging.
Train Investors and Managers : Specifically target private banking professionals to raise their awareness of behavioral finance.
Increase Engagement : Utilize digital tools to capture and maintain learners' attention during training sessions.
Provided Solutions :
Blended Learning : Reengineering in-person training by integrating elements of Blended Learning for a hybrid learning experience.
Connectivity Device : Use of a Wi-Fi connected device to link participants' smartphones for improved interactivity.
Fun Activities : Inclusion of simple and engaging activities such as quizzes, polls, challenges, and brainstorming sessions to energize the learning process.
Expected Benefits and Results :
Enhanced Engagement : Increased attention and participation from learners through interactive and digital methods.
Improved Training : A dynamic training approach that combines digital and in-person elements for a richer experience.
Increased Awareness : Better understanding of behavioral finance concepts through visual tools and immersive activities.
Improved Skills : Development of the necessary skills to apply behavioral finance concepts in practical contexts.