Personalizing Learning Experiences for Financial Education.

Working with Pathway Lending, a CDFI based in Nashville, TN, we implemented an enterprise-class learning platform, Docebo, for a seamless customer experience and higher touch client process.

Federal Reporting and Customer Experience Solutions

As a CDFI, Pathway Lending was looking to leverage an LMS for increased reporting to federal organizations and financial institutions.

Pathway Lending has several programs that all required different learner data as part of grant and federal reporting requirements.

In addition, the multiple programs all had different educational programming, delivery formats, and frequency.

Expertise

Strategy
Content Development
Platforms and Tech

Platforms

Web
Mobile

Completed

April, 2020

Awards

Coming Soon!

Strategy and Implementation Approach

Pathway Lending has several programs that all required different learner data as part of grant and federal reporting requirements.

By customizing the learning platform, we were able to bridge the gap between Education teams, Advisory Services, and Lenders with unified data in the CRM.


Personalized Learning Experiences

Aligning with the different stages of the entrepreneurial journey, we designed a learner architecture that supported personalized learning paths, dashboards, and recommended programming based on the learners' stage of business or financial readiness.

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Persona-driven,
on-demand training.

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Modern Learning Platform

We chose to implement Docebo for a robust, enterprise suite of features. This also enabled a mobile-learning experience for mentors to reach clients on-the-move.

SCORM Content
Development

In addition to the learning platform, our team also helped Pathway ramp up in the Articulate Storyline suite of authoring tools.

We developed custom content to ramp up the catalog development and also served as "coaches" helping internal staff develop new skills for eLearning development.

Results

Pathway Lending was able to pilot the learning management system with specific programs in just under 10 weeks. From there the catalog scaled with Cohorts, Virtual Live Workshops and a suite of eLearning.

5k+

clients enrolled during CARES funding programs

CRM

full integration with Salesforce for complete visibility

App

customized mobile app with Docebo

Dashboards

personalized for learners' stage of business and financial readiness

Ready for a customer education solution?
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