P3: Periodic Payment Platform for E*TRADE 

Rise 360 Work Sample

P3: Periodic Payment Platform for E*TRADE

This course was designed to up-skill existing Client Relationship Managers in the use of  a new tool: P3. It was vital that the CRMs master the new tool before launch, as there is no acceptable margin of error when moving a client's money.  

Although it was an important topic, it wasn't an overly complex or broad one. I believe that a simple need is best met with a simple solution. A short, to -the -point eLearning, reinforced with a bullet-pointed job aid the following day, did the job beautifully, and the launch went off without a hitch. 


Details

Type: Custom eLearning

Client: Morgan Stanley

Date: March 2023

Tools

Articulate Rise 360

PowerPoint

Skills

Instructional Design 

Storyboarding

eLearning Development

Stakeholder Relations

Technical Training