Leading Financial Services Provider Streamlines Production of Training Materials with On-Demand Printing Solution

Regulatory controls.  Constantly evolving services and products.  Security and privacy issues. 

The financial services industry continuously faces unique challenges.  And with those challenges comes the need to keep employees up-to-date and trained on everything from new regulatory requirements and branch automation processes, to continuing improvements in customer service. 

However, many roadblocks stand in the way for training professionals at leading financial organizations as they work to balance national brand integrity with regional or local requirements.

As one of the leading retail banks in the United States learned, it can be challenging to get all the training materials to the right people and locations, on time, every time – not to mention with a consistent look and feel.  Training professionals throughout the financial services industry know that often it’s difficult to manage the many steps and finer points that go into administering a training program.

Read on to learn how this large retail bank was able to shift their trainers’ focus to creating and delivering content, as opposed to the administrative details – In order to increase the talent of its workforce and ultimately impact their bottom line. 

Putting Focus on What is Most Important
With approximately 750 community banking offices and approximately 10,000 team members throughout principal markets in the Northeast United States, this leading financial services provider relied on multiple print vendors for the production of various Customer Service new hire training materials used throughout their mid-Atlantic and New England regions.

Tape-bound manuals, binders, quick reference cards and transaction packs – each required its own level of attention to detail, which meant more time spent on the administrative details of the training rather than focusing on training content and delivery. 

The bank’s design team was responsible for not only creating the individual files, but also sending them to the specified vendor for production.  However, because so many print vendors were being used and there was no way to ensure consistency from job to job, the bank was experiencing pagination problems, billing inaccuracies and mistakes caused by the use of obsolete files.

Easing Production Pains
Turning to Standard Register for their document management expertise, the bank implemented an on-demand printing solution which hosts the design team's completed files in an online digital repository. These up-to-date files are made available to trainers throughout the regions for printing and delivery, when and where they are needed while ensuring that the brand identity is never compromised. 

Furthermore, using Standard Register’s SMARTworks® technology for this repository, the bank has eliminated the need to resend files for printing upon each order placement.  Now, trainers simply place orders online from files housed in the system, eliminating not only mistakes caused by the use of obsolete files but the associated costs. 

Leveraging kitting functionality, trainers can create, order, and manage combination materials, whether printed on demand or combined with warehoused items.  And, built in reporting functionality enables the management and tracking of the entire print process. 

At Standard Register, we know that workforce development is vital to every aspect of your company.  Our Training Solutions provide you with complete management of your training program. We allow you to focus on content development while we handle design through delivery of everything you need to conduct your training.