Financial Service Agents - Software Training

This FSA project contained 18 English and 18 French onboarding training courses for the Financial Service Agents. This was also a modernization project where I was handed older Articulate files and they wanted to add simulations and update information, while keeping the same look and feel.

Although all similar in branding and build, the content was quite different. I created simulations and demonstrations within their inhouse software program with how-to step by step courseware.

This was a very complicated project with many elements to build out each Scene within a module. Each module had 15-20+ scenes.

Here is a brief example of their “Process of an invoice” guide: