Financial Services Customer Case Studies & Quotes

Learn how Brainshark Financial Services customers are using Brainshark for Marketing, Training, and Investor, Advisor, and Wholesaler Communications

    American Express Establishment Services


    "we took the companies existing materials and designed, developed and deployed a solution in record time of only 2 weeks"
    Greg Davis

    A fortune 100 financial company was challenged to deploy training on Performance Management which was originally intended for Web-based Training. However they were battling access issues to their internal LMS. There wasn't time to solve the larger LMS problem before the PMP course was to be deployed. They were under the wire and didn't know what to do. I was contracted to help solve the PMP deployment problem. We chose to deploy using Brainshark. Using some unusual design techniques, graphic work and voice-over capabilities, we took the companies existing materials and designed, developed and deployed a solution in record time of only 2 weeks; that's 2 weeks from flipchart to press conference! The results were amazing. The Company Leadership was thrilled; the product interactive and engaging and the usage numbers for this training doubled. Today, all PMP courses are deployed using Brainshark.

    BNY Mellon


    "Using Brainshark has enabled us to reach a wider audience in a more sophisticated manner."
    Nicole Young

    Brainshark has assisted us with revitalizing one of our internal recognition programs. To acknowledge the teamwork and effort that go into winning new business, we create a Brainshark presentation. A senior manager, the relationship officer, and product manager involved in the deal tell the story and recognize other team members. The Brainshark link is distributed throughout our department. The majority of viewers surveyed responded that the presentations were very informative and useful. Viewers also appreciated putting a face with names of fellow employees that theyve not met in person. Previously, the recognition was handled by hanging posters on the wall. Using Brainshark has enabled us to reach a wider audience in a more sophisticated manner.

    Every year our department hosts several children for Take Your Sons & Daughters to Work Day. For the last two years, weve used Brainshark as an interactive activity. We teach the children how Brainshark works and briefly interview each child individually. The children get to experience using real-world technology that their parents use. And the parents receive a link at the end of the day which includes the kids comments.

    Curian Capital


    "This resulted in $8.2 million in potential capital gains taxes saved by Curian clients"
    Peter Muckley

    In 2007, the U.S. experienced the largest capital gains distribution from mutual funds in history, resulting in high tax bills for many investors. In fact, investors surrendered a record-setting $33.8 billion in taxes to Uncle Sam, according to research firm Lipper.

    Curian Capital's Tax Harvesting Program enables investors who use its managed accounts to offset gains with losses, thus reducing capital gains. To get the story out about its Tax Harvesting Program so that investors and their financial advisors could benefit, Curian enlisted Brainshark to host the Web cast on the value of tax harvesting, and even used Brainshark to create presentations that were customized by financial advisor. A base presentation was used and then a customized call to action was put in place at the end of the presentation. Thus, advisors could use the Brainshark to communicate to their clients the value of tax harvesting and the value of Curian's Tax Harvesting Program. We had around 150 advisors participate in getting a customized version, with many other advisors using the generic presentation. Curian also created a presentation using the Brainshark technology to create a presentation that was advisor-facing to promote the benefits of tax harvesting and the customized Brainshark presentation that Curian made available to advisors.

    The result was tremendous success. Curian had $168 million of unrealized capital gains and losses harvested by more than 1,000 advisors using Curian's Tax Harvesting Program in 2007. The primary communication tool to get these results was the Brainshark presentation.

    This resulted in $8.2 million in potential capital gains taxes saved by Curian clients with taxable accounts who used the program. The average in account savings per taxable account by Curian clients was $1,633. This means that the average investor using the Tax Harvesting Program saved $1,633 on his or her tax bill -- which made the advisor look like a hero and Curian look like a hero.

    Investment Dealers Association


    "we increased our audience each month from an initial group of 200 people taking test to over 1,000 with the Brainshark"
    Desmond Alvares

    We had purchased Brainshark in 2007, when starting up Member Education Services. We had initially only used it for small specific presentation. At the end of 2007, following a training session and the impending creation of a French version it was decided to use the quiz functionality in Brainshark, in each of our monthly webcasts. This allowed us to test attendees on an immediate basis and move away from a paper based system. Initially the testing was done using a download of a Word document, which was sent in from across the country. Brainshark could be used to eliminate most of the paper as well as speed up the marking process. All of these tests needed to be reviewed manually. This became important as we increased our audience each month from an initial group of 200 people taking test to over 1,000 with the Brainshark. In the last month we've had over 2,000 access the Brainshark!

    Aim/Trimark


    "...we can address our audience needs with a little turn-around time and high quality."
    Babak Rastgoo

    When our business team started the idea of using Brainshark for our web presentation and some online training considering my Technical background I was very skeptical and concern regarding all the integration with our current applications and web sites. After almost 3-1/2 years using the services I am very glad to announce that right now Brainshark presentation is one of the most popular features with our site and we were able to extend the use of the system to our counterparts in US. And all the success was without even engaging the technical team which is a big relief considering how expensive and time consuming it can be at times. Currently considering the market volatility and especially some key resource departure from our company we needed a tool so we can address our audience needs with a little turn around time and high quality. Brainshark is exactly the tool which can provide us with that functionality.