Morningstar Elevates Financial Advisor Success with Dynamic Learning Experience (Case Study)
- Brandon Hall Group
- Learning and Development, Talent Management
Morningstar Elevates Financial Advisor Success with Dynamic Learning Experience (Case Study)
Morningstar revolutionized their customer training program by developing a comprehensive digital learning experience for their Morningstar Office portfolio management software. The program includes 56 self-paced resources, including workflow tutorials, infographics, and detailed guides, delivered through multiple channels including a Training Resource Site and Product Help Center. The initiative achieved impressive results, with 100% content utilization, 73% increase in Help Center users, and significant improvements in customer satisfaction and support efficiency.
Morningstar earned a Gold award for Best Customer Training Program in the 2024 Brandon Hall Group™ HCM Excellence Awards.®
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