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Atlas Bank

Privatbank · 1 800 rådgivere · Enablement på tvers av markeder

Atlas Bank innførte én standard i elleve markeder

Slik samlet en europeisk bank elleve markeder om én definisjon av en god rådgivningssamtale.

11
markeder på ett vurderingsskjema
6
uker for å tette det største kompetansegapet
1 800
rådgivere opplært første år

Dette innholdet er ennå ikke oversatt til norsk. Den opprinnelige engelske versjonen vises.

The problem

Atlas Bank opens branches in eleven countries. Every market ran its own onboarding, in its own language, with its own idea of what a good advisory conversation sounds like. Head office had no way to compare, and no way to know whether a new advisor in Lisbon was as ready as one in Warsaw.

What changed

Enablement wrote a single set of scorecards centrally, then let each market localise the scenarios around it. The persona speaks the local language and references local products; the evaluation criteria stay identical.

Training paths gate progression: an advisor unlocks the investment module only after passing the suitability-assessment scenario.

The results

For the first time, head office can put eleven markets on the same chart. Two markets that looked identical on volume turned out to be twenty points apart on risk disclosure — a gap that was invisible before and took six weeks to close.

We didn't want to centralise training. We wanted to centralise the definition of good. Feutre let us do the second without the first.

Elleve land, elleve språk, én definisjon av en god samtale.
Sofia Alvarez · Global Enablement Lead, Atlas Bank

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