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Scotiabank shares how they make training impactful in the banking sector

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

January 27, 2020

Fast facts box about Scotiabank Mexico



  • Scotiabank use Kahoot! to achieve high participation, high impact company-wide product training and track trainees’ progress over time
  • The latest training functionality allows them to host engaging, company-wide tournaments which every branch wants to be part of
  • Scotiabank also use challenges to deliver engaging, self-paced training beyond the classroom – at scale

Scotiabank, a leader in the banking industry and one of the world’s top 100 largest banks, has offices all around the globe. In their HQ in Canada and regional offices, several of their teams use Kahoot! to improve training activities.

Read how Gerardo Díaz Santos, Senior Manager of Customer Experience Design at Scotiabank México, adopted Kahoot! Premium + training and development offering to train employees on company products and services:

Scotiabank has branches all around Mexico. 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 – credit cards, loans, checking accounts, mortgages.

Kahoot! has helped us simplify our training process and make it more efficient for professional development. It’s also become a great way to foster a community of inclusive learning in our offices all over the country.

A versatile engagement tool for training

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 soon began testing out the platform on a small scale, in a low-stakes environment in some of our bank branches.

Before Kahoot!, I relied on paper quizzes to train employees. Not only was this inefficient, it also wasn’t very engaging for employees, especially when learning about complex products. Thanks to Kahoot!’s interactive nature and accessible interface, employee engagement skyrocketed! I decided to scale it up to national level in all the Scotiabank México branches.

Making training more effective and engaging

When it comes to training, what I love the most about Kahoot!’s+ training plans is being able to combine scores from multiple games into a report. This allows me to track trainee performance over time. This saves so much time, and helps me create tailored action plans in order to improve the product knowledge of specific employees.

Over the past year, trainees have an 89% participation rate in Kahoot! games with a response accuracy average rate of 79% - a big success!

What’s more, we also hold monthly, company-wide Kahoot! tournaments: our trainees are very competitive! The company is divided into five territories and multiple zones in each territory. We single out and celebrate 3-4 top performers per zone, per quarter. Winners get gifts like Starbucks or movie gift cards, or other small gifts to motivate them even further.

Every single bank branch wants to play [Kahoot!], because they want to be part of the competition!

Using challenges for training beyond the classroom

We also use Kahoot! challenges to help employees master content, expand the learning experience beyond the classroom, and facilitate a self-learning experience. I send the challenge to the entire bank and give them 3-4 hours to complete. This way, everybody is engaged during the entire day!

With Kahoot!, I can measure product knowledge: after recently launching a new credit card, I saw the trainee accuracy in a challenge I sent about it was around 75-80% which is a big success!

The engagement around the tool is very exciting for our employees – it’s a very modern learning experience.

Top tips for using Kahoot! for impactful training

I’ve learned a lot about Kahoot! this year – here are my top tips for other companies using Kahoot! in training, no matter the industry!

  1. Personalize kahoots with relevant media and icebreaker questions
    Since we always play Kahoot! in the mornings, it’s important to energize employees – fun icebreaker questions help with that. I also personalize each kahoot I create with photos from company campaigns.
  2. Use Kahoot! at big, company-wide events, conferences or conventions
    Kahoot! always wins over a huge crowd! 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.
  3. Keep senior management in the loop
    I love to play kahoots with the SVP in charge of branches. It’s very important to involve them so they can see what a powerful tool Kahoot! is. Using combined reports, I can share a monthly report with them which show engagement levels and product knowledge accuracy
  4. Gauge employee perceptions
    As well as using Kahoot! to reinforce knowledge, you can also use it to collect opinions. I highly recommend using poll and word cloud. In particular, you can use the reports feature to track perception and sentiment amongst your employee networks.

Level up your company’s training strategy with Kahoot!’s latest training offerings!

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