Learning for Financial Services

FINANCIAL SERVICES

Innovate financial services with strategic skill development

Build the technical expertise that turns digital challenges into customer-centric solutions.

67% faster onboarding of product engineers

Kushki

12% Retention increase of in-demand tech roles

Capital One

Join over 17,200+ companies training teams with Udemy Business

EBOOK

The Trust Equation: Using L&D to Build Strong Client Relationships in Financial Services

Learn how financial services firms can build client trust using strategic learning and development. This ebook explores tech-driven, personalized customer experiences to foster loyalty in a digital-first world.

What you’ll learn:

The evolution of trust in financial services and its impact on client relationships
The role of digital transformation in enhancing customer engagement
Essential skills for building trust and achieving operational excellence
Real-world examples of how L&D boosts client retention

Upskilling banking talent for a digital era

Maintaining the digital status quo is not an option. Banks need a workforce capable of updating or upgrading their existing IT estate and driving cloud transformation. See how Capital One achieved a 12% increase in retention across high-value technical roles by upskilling their team.

AI/ML

Enhance customer experience, detect fraud, and manage compliance

Blockchain

Automate processes, reduce costs, and improve security

Cybersecurity

Protect financial data and critical systems

Scaling Expertise to Navigate Global Market Complexities

To thrive amid talent gaps and increasing market volatility, wealth management firms must invest in data-driven insights and client-centric strategies. Learn how XP Inc. realized a $240K savings and 93% satisfaction rate by modernizing its learning approach.

AI/ML

Streamline data ingestion and investment operations

Communication & Relationship Management

Drive client acquisition and superior experiences

Investment & Risk Management

Improve client servicing

Navigating digitization with skilled teams

Embracing innovation is essential for insurers determined to overcome legacy system hurdles and enhance operational efficiency. Discover how Global Life Insurance achieved a 35% upskilling increase to drive digital advancement in 30 days.

AI/ML

Modernize claims processing and adjudication

Blockchain

Ensure data immutability and build customer trust

Data Analytics

Personalize experiences, pinpoint risk and fraud

Elevating FinTech growth through strategic learning

Adapting to regulatory complexities is vital for fintech firms aiming to innovate while ensuring compliance. Uncover how Kushki improved onboarding times by 66% and realized $21,000 in cost savings from reduced certification training expenses.

Blockchain & Cryptocurrency

Enable transparent, multi-currency payments

Cybersecurity

Secure payment pipelines and financial data

Data Science

Improve analytics, forecasting, and decision-making

Leading transformation with agile learning strategies

In a rapidly evolving consulting landscape, firms need to swiftly adapt to client demands and regulatory challenges. Discover how 4most accelerated soft skills content development by 80%, quickly equipping a third of their consultants to deliver greater value to clients.

Blockchain & Cryptocurrency

Understand blockchain and crypto benefits for clients

Communication & Relationship Management

Deliver superior experiences that improve client satisfaction

Financial Analysis & Modeling

Interpret data and build effective models

Our impact through customer stories

“Udemy Business has empowered us to equip our consultants with the specific skills they need for each client project. The ability to blend online learning with face-to-face sessions has helped us bridge skills gaps quicker than before.”

Craig Watters

Chief Operating Officer, 4most

“Our Udemy Business adoption has grown significantly since first launch — specifically, over 63K hours of course content has been consumed. With our monthly ‘Invest in Yourself’ program, this rises to 600K learning minutes each Friday.”

Eric Lawson

Senior Director of Technology Learning, Capital One

“Udemy Business helps us discover what kind of content works for every type of person and job role. If I could advise anyone looking to adopt Udemy business, I’d say listen to your people and understand exactly what you’re looking for in an online learning platform.”