| The challenge: How
to train bank representatives to become Investment Specialists capable of
selling mutual funds to customers coming in the door?
The solution: Aha!
designed the Investment Specialist Training Guide to be used in conjunction
with training workshops. This interactive guide covered all aspects of
mutual fund sales, including the sales process, products, compliance,
and making effective presentations. |
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The challenge: Major operational areas in Chase were relocating from New York to Dallas. How to transport that knowledge to get new hires in Texas up and running quickly? The solution: We produced
procedures for mission-critical areas and converted them into a comprehensive
training program, which included support materials, such as job aids,
quick reference cards, and reference guides. |
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The challenge: How can salesforces from such firms as Duracell, Gilette, and International Home Foods keep track of their inventories while on the road? The solution: With the Gelco Sales Library, salespeople can use their laptops to locate their brand and category positions with the touch of a button. Aha! wrote the CBT training scripts and online help systems. |