With Rise 360, Questrade Builds a Culture of Learning With 7,500+ Enrollments

Impulsando el empoderamiento financiero con más de 100 cursos de alta calidad

Más de 100

courses deployed to employees throughout the organization

7500+

enrollments in Rise 360 courses

2000+

unique learners

Questrade Financial Group Inc., through its companies—Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, and Zolo—provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, and more. They use cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 

Questrade entiende que crear experiencias excepcionales para su cliente comienza con experiencias excepcionales para el personal. Invierten continuamente en su gente y siempre buscan formas de ayudarlos a crecer. La capacitación es un componente fundamental del crecimiento de este personal, por lo que Questrade confía en Rise 360 para crear cursos en línea motivadores para su fuerza laboral.

Woman on a laptop

Sector: Servicios financieros

Location: Toronto, CA

Size: 1000+

Learn more about: Rise 360

El desafío

Questrade needed an efficient, scalable way to grow top talent

  • Questrade wanted to deploy relevant, top quality courses on a variety of topics to grow and develop their employees. They also wanted to increase efficiency for their instructional design team and provide multiple authoring tools to meet a variety of training needs.
  • Necesitaban crear un catálogo innovador y a demanda de contenido y recursos que permitiera al personal la flexibilidad de tomar cursos en cualquier momento y hacerse cargo de su recorrido de desarrollo.
  • They wanted to retain their high quality of established learning and development programs while adjusting to a rapidly changing training environment caused by hybrid work.
  • Quickly creating engaging, relevant courses for on-demand employee self-enrollment was important to Questrade, as was meeting business demands to grow and develop employees and equip them with required skills through top-quality e-learning courses.

The Answer

With Rise 360, Questrade created a robust library of over 100 courses

Cuando Questrade se suscribió por primera vez a Articulate 360, estaban entusiasmados de comenzar a usar Rise 360 debido a su funcionalidad de creación rápida y flexible. Una vez que comenzaron a crear en Rise 360, Questrade encontró formas de expandir su oferta de cursos con plantillas prediseñadas disponibles. Más importante aún, comenzaron a discutir el valor agregado que las plantillas tendrían para su negocio y su cultura.

In 2020, the team began taking the real-content courses available through Rise 360 and editing them to support their brand guidelines. They uploaded the modules into their learning management system and created custom learning categories. When they introduced this new learning resource to the organization, there was a lot of positive feedback and self-enrollments increasing for a wide variety of topics. To date, the Questrade team has offered more than 100 courses to their organization with more than 7500 enrollments.

Additionally, as a result of the COVID-19 pandemic, Questrade needed to shift its customer service training model. After discovering that converting classroom sessions to Zoom was not as effective, many courses were converted into Rise 360 modules that could be easily accessed on-demand. Questrade reports that by converting to online learning modules, they were able to maintain the quality of the classroom sessions. 

Además, los capacitadores se beneficiaron de tiempo adicional, que usaron para ofrecer programas de desarrollo personalizados al personal que necesitaba asistencia especial. Los cursos en línea también trajeron inmensos beneficios para el alumnado, que ahora podía participar en sesiones de capacitación cuando le resultara conveniente y según sus horarios preferidos.

Liberando el potencial humano

Questrade’s agile and customizable training solutions empower individuals to take control of their money

  • Questrade saw a reduction in the time needed to build effective courses. Because Rise 360 is so user-friendly, the time it takes to author internal courses has been greatly reduced.
  • Flexibility in authoring options has allowed the company to meet a variety of needs. Their instructional designers love the ability to use Rise 360 for quick content and Storyline 360 for complex courses like software training or advanced, multi-path learning.
  • They’ve successfully converted their entire customer service training to a hybrid format. Shifting to a hybrid classroom/online learning model allowed Questrade to expand their employee base remotely while maintaining high-quality training.
  • Questrade customized Rise 360 real content courses to meet their branding guidelines and deployed them to learners who can self-enroll. Feedback has been overwhelmingly positive and self-enrollment has increased, creating a culture of learning through Real Content.

With Rise 360, Questrade is able to efficiently share knowledge that empowers individuals to more effectively and affordably manage their finances.

Los clientes y a las personas expertas del sector les encanta.

*Data provided by Questrade, 2023. This content is based on reported experiences from an actual customer and is provided solely for informational and illustrative purposes. In some cases, we have edited and reprinted feedback; however, in such cases, we did so only to shorten the text and not to edit the nature of the feedback provided. For confidentiality purposes, some information has been anonymized. This content is not intended as a promise or guarantee for any use by current or future customers. Results may vary substantially for each customer.

Articulate, Articulate 360, Storyline 360, and Rise 360 are either registered trademarks or trademarks in the United States and other relevant countries.

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