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Building a Scalable Learning Ecosystem for a Global Bank

The Client

A leading global financial services organisation, with a workforce of over 200,000 employees across multiple regions, sought to transform its learning and development (L&D) infrastructure to align with its digital-first strategy.

The client needed a modern, flexible model that could adapt to the rapid evolution of learning technologies and empower its global teams to develop future-ready skills. In a highly regulated and fast-changing industry, agility and innovation were critical but so was control, governance, and measurable impact.

Key Challenges

Agility & Flexibility: The need for on-demand access to specialised learning talent – scaling teams up or down without long-term headcount overheads.

Complex Vendor Landscape: Dependence on multiple agencies for design, technology, content, and strategy, leading to inefficiencies and inconsistent quality.

Depth of Expertise: Requirement for deep learning, compliance, and technical experience across more than 300 skill categories.

Technology Selection: In a saturated SaaS learning market, they needed guidance on selecting, implementing, and maximising a next-generation learning platform.

What Jam Pan brought to the deal

Working in partnership, a full Learning Landscape Assessment and RFP process was delivered, resulting in the selection and deployment of Degreed as the organisation’s enterprise learning experience platform (LXP).

A dedicated Managed Learning Services (MLS) model was established, providing an embedded expert team to manage platform operations, content governance, and learner engagement end to end.

Key activities included:

  • Development of a global learning strategy and implementation roadmap.
  • Day-to-day platform management, tooling, and data optimisation.
  • Content creation, curation, and alignment with enterprise capability frameworks.
  • Set-up of a Tier 1 and Tier 2 support desk to manage learner queries, content tagging, and taxonomy accuracy.
  • Deployment of best-in-class specialists for platform, design, content, and data roles delivered as a rolling annual contract for continuity and scalability.

Embedded Expert Team

Initially scoped for a smaller project team, the success of the programme led to expansion to 17 embedded roles, including:

  • Learning Business Partners
  • LXP Solution Architects
  • Learning Experience Designers
  • Instructional Designers
  • Content Strategists
  • Agile Project Managers
  • Design Specialists
  • Programme and Project Managers

This one-team model operated seamlessly within the organisation’s L&D infrastructure, aligning daily with internal product owners and transformation leads.

Core Components of the MLS Model are below:

 

 

Proof of Concepts: Testing and validating emerging learning technologies before full-scale adoption.
Leadership & Compliance Programmes: Design and delivery of flagship learning experiences.
Full-Suite Learning Solutions: eLearning, video, animation, and blended instructional design.
Curation Desks: Systematic content audits, re-tagging, and alignment to global skills frameworks.
Flexible Resourcing: Scale capacity during high-volume projects, such as audits or platform rollouts.
Agile Delivery: Continuous value delivery with sprint-based governance and KPI tracking.
Strategic Integration: The embedded team became trusted contributors, not external vendors.

Outcomes

 

  • Full team integration achieved within weeks, accelerating implementation and internal adoption.
  • Degreed platform adoption exceeded target KPIs within the first six months.
  • Desk capabilities expanded annually, reflecting internal confidence and value recognition.
  • Content quality uplifted: outdated or low-performing assets retired or refreshed to enhance user experience.
  • Consistent stakeholder satisfaction and repeat engagement from internal product teams.
  • Contract renewed for six consecutive years, driven by performance, governance, and trust.
  • Strong budget control with measurable cost savings across the extended supplier network.
  • The embedded model became a centre of excellence for learning operations — now powering innovation, compliance, and capability development across multiple business units globally.