Challenge

E-Trade was looking for someone to develop a set of e-learning courses to help navigate and use their various web-based investment management tools.

Solution

Interactive Advantage developed a customer facing set of e-learning courses on how to navigate and use their various web-based investment management tools. 

Results

E-Trade used the e-learning courses created by Interactive Advantage to train staff on how to use and navigate these various tools so that they could help customers adequately.

About

E-Trade Financial Corporation is a U.S.-based company headquartered in New York. It is an online discount stock brokerage service for self-directed investors. Investors can buy and sell such securities as stocks, bonds, options, mutual funds, and exchange-traded funds via electronic trading platforms or by phone. E*Trade Financial also provides investor-focused banking products, primarily sweep deposits and savings products, to retail investors.