Empowering every employee with industry expertise to deliver exceptional client outcomes
“Organizations that focus on employee development generate benefits for all,” as McKinsey Quarterly aptly notes. At iQuanti, we believe employee training has evolved from an HR function to a strategic business imperative.
We prioritize continuous learning not just to enhance individual capabilities, but to create sustainable competitive advantages. By developing deep industry expertise across our entire organization, our commitment to human capability development becomes a strategic differentiator that delivers exceptional value to our clients.
The Critical Need for Industry Depth in BFSI Digital Marketing
The Banking, Financial Services, and Insurance (BFSI) sector represents one of the most complex and regulated industries in the digital marketing ecosystem. With over 40 clients from the BFSI sector, we understand that success in financial services marketing demands deep industry understanding, regulatory awareness, and nuanced appreciation of diverse customer segments.
Financial services marketing is fundamentally different from other sectors. It requires understanding complex products, navigating stringent compliance requirements, and communicating with sophisticated audiences who make high-stakes financial decisions.
As part of our ongoing BFSI training initiatives, we’ve developed a comprehensive approach to ensure every team member, regardless of their role, possesses the industry understanding necessary to deliver exceptional results for our BFSI clients.
Objective of Our Comprehensive BFSI Training Program
“In order to deliver better performance and execute campaigns effectively, it’s essential for teams to know the products they’re dealing with,” explains Neha Mishra, Senior Consumer Insights Manager at iQuanti who is also responsible for leading the BFSI training initiatives. “We’re financial marketers, and our approach has always emphasized that teams must truly understand the products they’re working on, not just from a marketing perspective, but also the regulatory hygiene factors that are critical in this industry.”
This insight drives our training philosophy, built on a simple yet powerful premise: Every employee, from solutions and delivery teams to HR and operations, must understand BFSI fundamentals. This isn’t just about client-facing teams; it’s about creating an organization where every individual can contribute meaningfully to our clients’ success.
“How do we create this comprehensive program? Apart from the in-depth resources we have at iQuanti from working with BFSI clients for over 15 years, we conduct extensive secondary research to capture industry fundamentals, understand the product, competitive and consumer landscape going through leadership articles and partnering with a third-party agency which specializes in conducting trainings for teams,” Mishra explains. “This multi-layered approach allows us to build a curriculum that’s not just theoretically sound, but practically relevant to the real challenges our teams face daily.”
Our three-tiered banking and finance training, part of Banking 100 series, approach reflects this commitment:
- BFSI 101: Providing comprehensive industry foundations on banking.
- BFSI 102: Advanced training on understanding Investment and Wealth Management.
- BFSI 103: Specialized insurance-focused curriculum for deeper sector expertise.
- BFSI 104: Understanding legal and compliance in banking and finance industry specific to marketing.
This systematic approach ensures that whether an employee is designing a campaign, managing operations, or supporting client relationships, they possess the contextual BFSI domain knowledge necessary to make informed decisions.
“Apart from industry understanding, we also focus on persona understanding for the broader categories,” Mishra adds. “Things like age, income levels, media consumption patterns, behavior, and aspirations in life, these are all critical factors our teams need to keep in mind when developing strategies.”
Training Impact: Survey Insights and Continuous Improvement
To measure the effectiveness of our training programs, we conduct comprehensive surveys across all employees. The results for this most recent training were overwhelmingly positive, with 80% of responses rating the training 4 or higher on a 5-point scale.
Key Findings:
· High overall satisfaction with training quality and content depth
· Particularly beneficial for new joiners in understanding BFSI basics
· Content was detailed yet accessible and easy to understand
“This training was incredibly useful for me to understand the nuances of the BFSI industry. I’ve also recommended that we get more bite-sized content regularly, along with more frequent sessions and live interactions,” added – Nagarameshwar J, Senior Solutions Manager.
Staying Current: The iQuanti BFSI Newsletter
Knowledge in financial services becomes obsolete quickly. To address this challenge, we have also launched the iQuanti BFSI Newsletter, a monthly digest delivered to all teams on the last Thursday of each month.
This bite-sized publication provides:
· Digestible industry news from the past month
· Key developments across all BFSI categories
· Trend analysis without overwhelming technical jargon
· Actionable insights for immediate application
The newsletter has evolved directly from survey feedback and as the industry evolves, addressing the need for current industry awareness without requiring extensive time investment from our teams.
Leveraging AI for Enhanced Learning
As we look toward the future, we’re pioneering the integration of artificial intelligence in our training methodology. Our AI-enabled learning initiative focuses on:
· Research Acceleration: Teaching teams to leverage AI for basic research deliverables.
· Content Personalization: Using AI to create tailored training content for specific projects.
· Real-time Support: Developing AI-powered repositories for instant access to relevant information.
This approach doesn’t replace human expertise but amplifies it, allowing our teams to focus on strategic thinking while AI handles routine research tasks.
The Path Forward: Continuous Evolution
“We are focusing on direct applicability to work and dedicated in-depth training on specific categories with a go-to repository to look for information,” explains Vishal Maru, VP Solutions. “We want to ensure that each employee, especially those in client-facing roles, have deep understanding of the industry their client is in, and they are updated with the latest information.”
Our commitment to excellence demands continuous evolution. Our roadmap includes:
Product-Specific Deep Dives: Detailed training on specific products like credit cards, checking and saving accounts with user behaviour and persona driven strategies to aid targeting.
Project-Specific Training: Tailored content for specific client engagements with live Q&A sessions for the core execution and client facing teams.
AI-Powered Learning Paths: Customized learning journeys based on individual roles and client portfolios with immersive experiences for complex product understanding. Using data to identify BFSI domain knowledge gaps before they impact performance
Conclusion: Setting the Standard for Financial Marketing Excellence
At iQuanti, exceptional outcomes begin with exceptional industry expertise. Our BFSI training framework provides employees the right tools to continuously build expertise, creating a workforce that understands the nuanced needs of every client, product, and customer segment.
In an industry where expertise is the ultimate differentiator, we’re committed to setting the standard, for our teams and as a result for our clients. Ready to transform your financial marketing approach? Connect with our experts to learn how our deep BFSI expertise can drive your organization’s success.
