CWB National Leasing
A financial services company transformed outdated compliance training into an engaging, scenario-based program that employees actually learn from
Compliance training redesigned from the ground up — audit-ready, accessible, and built around real-world decision-making.
Compliance training that checked the box but didn’t change behavior
CWB National Leasing had an existing compliance training program built on outdated technology and methods. Employees found the training tedious and disengaging, completion rates were inconsistent, and the content didn’t meet current accessibility standards.
With increasing regulatory scrutiny in the financial services sector, the organization needed a program that was genuinely effective at changing behavior — not just checking a compliance box. The existing materials were text-heavy, lacked interactivity, and weren’t designed for the way modern learners consume information.
Scenario-based compliance training built for real-world application
Scenario-based learning
The new program placed employees in realistic situations they’d encounter on the job. Instead of reading policies, learners practiced applying them — building judgment, not just awareness.
Built-in knowledge checks
Knowledge checks throughout each module reinforced retention and provided data on learner comprehension — giving leadership visibility into where gaps existed.
Accessibility from day one
Every element was designed to meet WCAG standards from the start, ensuring the training was usable by all employees regardless of ability.
See the training in action
Outcomes
About CWB National Leasing
Financial Services
CWB National Leasing is one of Canada’s largest and longest-established equipment financing companies, providing leasing solutions to businesses across the country. As part of the Canadian Western Bank Group, the organization operates in a heavily regulated financial services environment where compliance training is a critical operational requirement.
For more information about CWB National Leasing, visit their website.
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