Atlas Bank
Privatbank · 1 800 rådgivare · Enablement på flera marknader
Atlas Bank införde en standard på elva marknader
Så samlade en europeisk bank elva marknader kring en definition av ett bra rådgivningssamtal.
- 11
- marknader med en bedömningsmall
- 6
- veckor för att täppa till det största kompetensgapet
- 1 800
- rådgivare utbildade första året
Det här innehållet är ännu inte översatt till svenska. Den engelska originalversionen visas.
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.
Elva länder, elva språk, en definition av ett bra samtal.
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