Completion Rate
Vast majority of learners didn't just start modules, they finished them.
The dual-engine strategy
How a global investment bank mastered finance & sustainability at scale
Client profile
A powerhouse in the EMEA banking sector, this global investment bank provides critical corporate and investment services across borders. They operate in a high-pressure, high-stakes environment where knowledge isn't just power—it's currency.
The mission
In a rapidly evolving market, the bank faced a complex mandate: maintain rigorous standards in core financial technicals while simultaneously upskilling the workforce in the new language of global business—Sustainability.
Engagement Score
A best-in-class metric showing sustained, active participation.
Modules Consumed
The challenge: scaling excellence across borders
For a workforce spanning multiple regions and diverse job functions—from fresh analysts to seasoned front-office dealmakers—a "one-size-fits-all" training program would fail.
The L&D team faced three critical hurdles:
- The Engagement Gap: How do you get time-poor bankers to engage with voluntary learning?
- The Sustainability Deficit: How do you move ESG from a "nice-to-have" to a core competency?
- The Compliance Burden: How do you streamline CPD (Continuing Professional Development) so it feels like growth, not admin?
“ We needed a scalable ecosystem that could embed sustainability and finance learning across different teams—and prove its value through data. ”
Learning specialist, global investment bank (EMEA)
The solution: a “life-cycle” learning ecosystem
The bank partnered with xUnlocked to deploy a dual-platform strategy (Finance Unlocked & Sustainability Unlocked), creating a seamless learning journey that evolves with the employee's career.
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"From Day One" Integration
Sustainability wasn't treated as an afterthought. It was woven into the DNA of the onboarding process. Every new joiner now engages with sustainable finance concepts immediately, establishing a baseline of ESG literacy before they even hit their desk. -
The Tiered Mastery Model
To drive relevance, the bank introduced a three-level curriculum:- Foundational & Intermediate: Mandatory pathways for Analysts and Apprentices, ensuring the next generation of bankers is technically flawless.
- Advanced & CPD-Aligned: Frictionless, regulatory-compliant training for Front-Office staff, allowing them to earn credits while sharpening their market edge. This effort generated over 330 firm CPD credits.
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Data-Driven Nudges
This wasn't a “set and forget” launch. Using xUnlocked’s customer success insights, the bank used multi-touch engagement tactics—including event-linked nudges—to keep learning top-of-mind throughout the year.
The impact: high-volume, high-value learning
The results contradict the myth that bankers don’t have time to learn. By offering high-quality, relevant content, the bank achieved engagement levels rarely seen in the financial sector.
Ready to replicate these results?
If you need to scale sustainability fluency without sacrificing financial rigour, let's talk. Fill in your details and we’ll be in touch.
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The learning driving Impact
Biodiversity
Why Our Oceans Matter
The ocean is big, blue and invaluable. If it was a country it would have the largest economy in the world - and we’ve only managed to explore 5% of it. Unfortunately, this is all at risk from human activity. Join Vincent Kneefel in this introductory video, as he explores the importance of the ocean to livelihoods and the meaning of the blue economy.
Vincent Kneefel • 10:06
ESG Bond Markets
Greenwashing & ESG Bond Market Update 2021
Greenwashing has been defined as the process of conveying a false impression or providing misleading information about how a company’s products are more environmentally sound. In this video, Stephanie discusses the challenges of tackling “greenwashing” in a world where “green” itself is so poorly defined.
Stephanie Sfakianos • 12:39
Regulation and Initiatives
The Bipartisan Infrastructure Law
In this video, Wayne explains the Bipartisan Infrastructure Law (BIL), a $1.2 trillion investment signed in November 2021 to modernise U.S. infrastructure. He highlights its focus on enhancing transportation, electric grids, public transit, water systems, and broadband to support climate change mitigation, adaptation, and Environmental Justice. He further explains the economic benefits, including job creation and private-sector investment, and how businesses can leverage opportunities in clean energy and sustainable practices.
Wayne Mayer • 17:02
