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Scotiabank México shares its approach to impactful training in the banking sector

Learn how Gerardo Díaz Santos, Senior Manager of Customer Experience Design at Scotiabank México, multinational bank, adopted Kahoot! to train employees on company products and services.

July 22, 2019

Scotiabank, a leader in the banking industry, has branches spread out all over México. As Senior Manager of Customer Experience Design, part of my job is to ensure all of our employees are kept up to date with the latest product information. Banking is a fast-moving and competitive industry, so it’s vital our employees are continually trained on our latest products and offerings. Kahoot! has helped simplify our training process and became an important tool for continuous learning in our organization. It’s also become a great way to foster a community of inclusive learning within our offices across the entire country.

A massive tool to reach my network

A year ago I attended a conference where we played Kahoot! I immediately loved it, and was impressed with how it helped captivate and engage an audience. I thought of ways I could use it in my role, and soon began testing the platform out more sporadically in a few of our bank branches. Testing it on a small scale, in a low-stake environment, meant I could easily understand how to make the most out of the platform.

Before Kahoot!, I relied on paper quizzes to train employees. Not only could this be inefficient, but it wasn’t very engaging for employees, especially when trying to learn about complex products. Thanks to Kahoot!’s interactive nature and accessible interface, employee engagement skyrocketed! After using it for a little while and seeing how impactful it was in my sessions, I decided to scale it up to national level in all the Scotiabank México branches.

Now, each month, I create a kahoot to share with our bank branches. It’s a massive tool to reach my network and engage with it!

Our employees are committed to Kahoot!... not only is it fun, but it’s an opportunity to reflect and see where our employees stand in terms of knowledge of our products and campaigns.

Use Kahoot! regularly to keep employees up to date

I’m responsible for creating kahoots used in my branches. Its intuitive, simple design makes it easy to create games that fit my needs. When I create a kahoot, I want it to be fun, but also informative. Now, the entire company plays on Thursday mornings once a month to reinforce knowledge about products, campaigns or new launches. Every single branch at Scotiabank México participates! I especially love how the data reports at the end show me exactly where gaps in knowledge are, so we can improve our training internally.

My top tips for Kahoot!’ing

I’ve learned a lot about the platform in the few months since I’ve started using it. Here are my top tips for other companies in the banking industry who want to use Kahoot!

  1. Personalize kahoots with relevant media and icebreaker questions
    Since we play in the mornings, it’s important to incorporate fun icebreaker questions into our kahoots to build energy in the room and relax employees. I also personalize each kahoot I create with photos from company campaigns. It can be difficult to build such high levels of engagement at all of our branches, and since we’ve been playing Kahoot! I’ve noticed a huge increase!
  2. Gauge employee perceptions
    As well as using Kahoot! to reinforce knowledge, you can also use it to help gauge and understand employee perceptions of your company. In particular, you can use the reports feature to track perception and sentiment amongst your employee networks.
  3. Host a national contest
    By bringing all national branches together to play together, you can engage the whole company in one go. Not only is this efficient and productive, but it also boosts employee morale.

Kahoot! is a really powerful tool in our bank branches, and we’re just beginning our journey of using it! We’re now planning projects to improve knowledge in areas where we’ve been able to identify some gaps thanks to Kahoot!, and we’re excited to see how this develops in the future.

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