Euro-Finanz-Service AG (EFS)

Embedded learning platform

Euro Finanz Service Vermittlungs-AG (EFS) is an insurance agent, investment advisor and licensed securities firm. The company was founded in Germany in 1996 and expanded to Austria in 2002 and Hungary in 2011. With quick&proper, a learning and training portal (“EFS Training”) embedded in the company’s own intranet was implemented for the approximately 1,000 connected consultants.

Tags: Framework, Single-Pass-Through, Content, Support

We were able to achieve this:

  • Implementation of the company-specific learning and training platform “EFS Training” based on the existing functions in quick&proper.

  • Connection to the EFS-AG master data management system for automatic updating of employee data.

  • Embedding in the company’s own framework using single-pass-through, so that once authenticated users are also immediately logged into EFS training.

  • Production of interactive learning videos and e-learning courses in cooperation with a certified training provider.

EFS - quick & proper

Further details on the project

Initial situation

EFS-AG consultants are subject to legal obligations for their ongoing training. The challenge was to manage both in-house training courses and statutory training courses in a central portal. The e-learning platform (“EFS Campus”) should also be accessed directly from there. It should be as easy as possible for users to use and enable them to access all training courses with just one login. Users should also be able to have external events credited to their annual education plans.

Approach

  • In order to get to know the requirements, we held several workshops to clarify the assignment. A particular focus was placed on embedding it in the company’s own “IT World”. Technical specifications were recorded as roadmaps and condensed into a project plan. This served as the basis for the management’s investment plan.

  • Following approval, the implementation measures were carried out in a timely manner in close coordination with IT and the third-party service providers involved.

  • A test run was carried out with an initial group in order to optimize processes before the roll-out.

  • In accordance with EFS-AG specifications, video-based e-learning courses for statutory training have been produced and rolled out together with a training institute since the start of operations.

  • A support bot was set up for users’ technical concerns and has been continuously maintained ever since.

Results of the project

  • Smooth processing of all statutory training courses: Registration, participation and confirmation are managed centrally and are just “one click” away for users.

  • Credit for training from third-party providers: Consultants can have external training courses credited to their curricula via their front end.

  • Documented training for supervisors and authorities: Consultants as well as the compliance department and management always have training certificates to hand.