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Knowledge Base

Peer intelligence for financial-services learning leaders.

Explore articles, conversations, and practical resources on learning in financial services. Find perspectives to bring to your team as you build AI capability, develop people, and plan for change.

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Read an article, listen to a conversation, or make time for a session with your peers. You can also browse by topic to explore a question in more depth.
Episode art for the AHA! conversation with Chris Perry, President of Broadridge Financial Solutions
Videos
Watch conversations with leaders and practitioners
Latest

Leading through AI: trust, talent and the future

Chris Perry, President of Broadridge, on helping people build confidence with AI as their work changes.

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Blog
Read analysis you can share with your team
Latest

The agentic shift: what L&D leaders must do next

What it takes to turn AI awareness into capability people can use in their work.

Read the blog
The 10-Step AI Rollout for Teams That Answer to a Regulator
A practical AI rollout for banks, insurers, asset managers, capital markets firms, and fintechs, from the first employee announcement to a record of results.
Leaders in conversation at an IKN session
Events
Attend time to exchange ideas with your peers
Most recent

The Wisdom Economy: leading through the age of agentic AI

Cameron Hedrick explores the human capabilities leaders need as agentic AI develops.

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Leading Through AI: Trust, Talent and the Future of FS
Sarah Clarke speaks with Chris Perry, President of Broadridge Financial Solutions, about what it takes to help people build confidence with AI while the business changes around them.
The Know-How channel library, the approved content an AI answer is validated against
Webinars
Watch practitioner perspectives and audience questions
Latest

Risk culture in the age of AI

How human judgment shapes AI oversight, and the decisions compliance leaders face.

All webinars
Risk Culture in the Age of AI: Building Human Skills That Stick
A live webinar on the human risk skills that endure when AI takes on more of the work, with Citi and Intuition.

AI readiness

Help people build AI capability with the manager support and safeguards they need to use it well.

Explore AI readiness→
Guide
Intuition AI Readiness Guide
See how the Gap Mapper and maturity assessment inform program priorities and establish a baseline. The guide covers the four workforce audiences, how roles are grouped, and four measures for reporting progress to leadership.
intuition-ai-readiness-guide
Article
What an AI-Enabled Workday Actually Looks Like, for All Four Kinds of Worker
An AI-enabled workday runs on two tracks. The AI carries repeatable work while the human carries judgment. Here is what that day looks like across the four populations inside a financial institution.
ai-enabled-workday
Article
The Agentic Shift: What L&D Leaders Must Do in the Next Six Months
Your capability plan was written for the version of AI that waits.
agentic-shift-next-six-months

Compliance and risk

Help people apply policy, explain their decisions, and know when to ask for guidance.

Explore compliance and risk→
Webinar
Risk Culture in the Age of AI: Building Human Skills That Stick
A live webinar for L&D leaders in financial services on the human risk skills that endure when AI takes on more of the work.
risk-culture-webinar
risk-culture-recording-and-recap
Article
The 10-Step AI Rollout for Teams That Answer to a Regulator
A practical AI rollout for banks, insurers, asset managers, capital markets firms, and fintechs, from the first employee announcement to a record of results.
ai-rollout-regulated-teams
AHA!
From Rules to Judgment: A New Standard For Compliance Training! | AHA! ep. 6
This episode is different. We built a full compliance course using AI content-creation tools from start to finish: narrative, dialogue, visual direction, audio, branching logic, system feedback. Here is what we learned.
aha-6-from-rules-to-judgment

Skills strategy

Connect changing roles with the skills, practice, and learning paths people need.

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Video
IKN Early Career Event | ft. Citi & BNP Paribas
Highlights from the IKN session on Early Careers, and how we prepare the next generation of finance professionals to thrive in a world that is changing faster than ever.
ikn-early-career-event
Video
How AI Can Assess Skill Gaps (ft. DAMAC Properties)
Highlights from the second Diary of a CLO session in New York, on using AI to identify and close workforce skill gaps.
how-ai-can-assess-skill-gaps-damac

Leadership and change

Support leaders and managers as they help people put a new direction into practice.

Explore leadership and change→
Title card for the recorded session, filmed at the Broadridge studio.
Podcast
Leading Through AI: Trust, Talent and the Future of FS
Sarah Clarke speaks with Chris Perry, President of Broadridge Financial Solutions, about what it takes to help people build confidence with AI while the business changes around them.
leading-through-ai-chris-perry-broadridge
leading-through-ai-recording-and-recap
Cameron Hedrick and Sarah Clarke seated in conversation during the recording this piece draws on.
Article
Disrupt Yourself First: An Entrepreneurial Mindset for the Age of Ambiguity
There are two ways to be disrupted. Only one of them is yours to choose.
disrupt-yourself-first
Cameron Hedrick and Sarah Clarke seated in conversation during the recording this piece draws on.
Article
From Knowledge to Wisdom: Why AI Is Changing What Leaders Need to Know
Fluency got cheap. The premium moved to knowing when the fluent answer is wrong.
from-knowledge-to-wisdom
Intuition capabilities

See what Intuition can build with you.

Explore how Intuition brings financial-services content, AI programs, and custom learning together. The overview shows how we support your people, from their first role to senior leadership.

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