Keeping enterprise learning on track in financial services
/ Sam Chow
Rolling out two major blended learning programs in a federally regulated financial institution is no small feat — especially when juggling strict security requirements, multiple vendors and enterprise-level project management expectations. The organization needed a better way to manage learning and development (L&D) projects — without the headaches.
That’s where Limestone Learning stepped in. Our client recognized that they needed a project manager (PM) with both L&D expertise and formal project management know-how. With a structured, collaborative, hands-on approach, our PM — embedded in the client’s team — handled everything from vendor coordination and milestone tracking to security compliance and evolving project needs.
The result? A seamless rollout of training for over 400 financial planners and frontline advisors, and a PM who has become an integral part of the client’s team, providing ongoing strategic L&D guidance deep into 2025.
Read the case study to see how expert L&D project management made all the difference.
Check out our other L&D case studies here.
