Connecting every learner to global expertise
“Experts on Tap” is an internal education series that delivers subject matter expertise to employees at scale—helping them have more meaningful conversations with clients and prospects.
CHALLENGE
Bank of America wanted businesses to recognize a key
differentiator—their industry-leading global expertise—but
the bank’s main client-facing partners were struggling to
keep up with rapidly evolving business challenges, bank
solutions, and industry trends.
SOLUTION
A series that harnesses the bank’s global expertise on
specific subjects to help Relationship Managers (RMs)
confidently step into their role as subject matter
experts. Through a toolkit of resources, it equips them
with timely, actionable insights on key topics that
clients care about like AI, supply chain disruptions, and
Net Zero planning.
• Each topic includes a variety of resources that cater to different learning styles including short-form one-pagers, in-depth blogs, expert Q&A videos, and real-time updates.
• Usage tracking and feedback loops were built into the program to help inform continuous content refinement and relevant topics.
• Designed to evolve with industry shifts, the program ensures RMs stay ahead.
RESULTS
With over 4,400+ page views
and growing adoption on the bank’s internal platform, the
series helped Bank of America redefine sales enablement.
Relationship Managers reported greater confidence in
client conversations, helping them become better advisors
for their clients and ultimately strengthen the bank’s
reputation as a partner with global expertise.
