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SmartRole
AB

Atlas Bank

Privatbank · 1.800 rådgivere · Enablement på tværs af markeder

Atlas Bank indførte én standard på tværs af elleve markeder

Sådan samlede en europæisk bank elleve markeder om én definition af en god rådgivningssamtale.

11
markeder på én scorecard
6
uger til at lukke det største kompetencehul
1.800
rådgivere trænet det første år

Dette indhold er endnu ikke oversat til dansk. Den originale engelske version vises.

The problem

Atlas Bank opens branches in eleven countries. Every market ran its own onboarding, in its own language, with its own idea of what a good advisory conversation sounds like. Head office had no way to compare, and no way to know whether a new advisor in Lisbon was as ready as one in Warsaw.

What changed

Enablement wrote a single set of scorecards centrally, then let each market localise the scenarios around it. The persona speaks the local language and references local products; the evaluation criteria stay identical.

Training paths gate progression: an advisor unlocks the investment module only after passing the suitability-assessment scenario.

The results

For the first time, head office can put eleven markets on the same chart. Two markets that looked identical on volume turned out to be twenty points apart on risk disclosure — a gap that was invisible before and took six weeks to close.

We didn't want to centralise training. We wanted to centralise the definition of good. Smart Role let us do the second without the first.

Elleve lande, elleve sprog, én definition af en god samtale.
Sofia Alvarez · Global Enablement Lead, Atlas Bank

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