Financial services learning

Regulated content, explained to people who are not specialists.

Financial education has to be accurate under regulation and comprehensible to people who do not work in finance. Those two requirements usually pull in opposite directions.

What makes financial education content difficult?

The audience and the regulator want different things. Simplifying for comprehension risks losing the precision the regulation requires, and writing for the regulator produces content nobody finishes.

On the Neuro Profiler programme Julia Mattey structured gamified questions, lessons and interactive content for audiences ranging from young users learning about financial products to adults making investment decisions, while keeping it appropriate under EU banking legislation.

Does gamification work for financial content?

It works when the game mechanic maps to the actual decision the learner will face, and fails when it is decoration on top of a quiz. The Neuro Profiler content applied gamification principles to the decisions themselves.

How is regulated content localised?

Carefully, because a translation that is accurate linguistically can be wrong regulatorily. The Neuro Profiler experience was localised across English, French, Spanish and German with the European regulatory context held in each version rather than assumed from the source.

FAQ

Common questions.

Does Julia Mattey work on regulated financial content?

Yes. The Neuro Profiler gamified financial literacy programme was written and structured by Julia Mattey and localised across English, French, Spanish and German, built to remain appropriate under EU banking legislation.

Can compliance training be engaging?

It can be finishable, which matters more. The realistic aim is content short enough and clear enough that people complete it without resenting it, rather than content people enjoy.

LimaLimon

Tell me what is not working.

If your training is expensive to maintain, slow to update, or not landing with the people it is for, I can usually tell you fairly quickly whether that is a content problem, a platform problem or a process problem.