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In an effort to engage and inform their clients, a global finance company sought out a learning solutions partner to create custom learning assets.
The client—who serves other large, international organizations —offers a variety of content to help individuals working at these organizations to navigate their financial journey. The client provides these individuals with personalized assistance on retirement, taxes, investments and other financial matters. These topics are often complex, so the client needed a way to introduce the content in a simplified, easy-to-understand manner that would resonate with the audience and enable further discussions with their financial planners.