1Huddle for Finance 1HUDDLE FOR Finance. Across the industry and around the world, financial services teams count on 1Huddle to deliver growth. From global investment management firms to family-focused small credit unions, 1Huddle partners with financial organizations to create games to: Maintain compliance with and awareness of rapidly changing financial regulations Rollout new investment, insurance and technical product training to direct sales executives Provide senior executives with tools to effectively coach and develop junior team members Rapidly onboard intern and new associate hires Request a Demo Product Overview PIMCO + 1HUDDLE PIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. PIMCO uses 1Huddle for: Compliance Providing up-to-date regulatory and operating guidance on topics like FINRA, SEC Liquidity Risk Manager, Regulatory Best Interest, MNPI, risk management, and trade floor policy. Procedural Training Price variance, fair valuation and trade policies & procedures. Continuous Engagement Employee benefits, professional development and management coaching. 0 % Voluntary participation 0 % Days to launch Featured customer PIMCO is investing in their workforce “1Huddle is changing how we think about things, which is something we need more of around here.” —Keisha Audain-Pressley, Senior Vice President, Deputy Chief Compliance Officer at PIMCO BROADRIDGE + 1HUDDLE Broadridge is a global Fintech leader helping clients capitalize on what's next with communications, technology, data and intelligence solutions. Broadridge uses 1Huddle for: Technology and Systems Training Key information on Rockall, FastNet and Workiva WDesk. Firm Products and Services Education Releases, features and positioning information on services like Virtual Shareholder Meetings, Matrix, Tax Services and Securities Class Actions. Intern and Associate Engagement Rotational training about the firm, key executives, products & services, customers, systems & SOPs. Featured customer Go live with 1Huddle in days “We launched more training in the first 6 months with 1Huddle than we did in 3 years with our previous tool.” — Joan Hays, Vice President, Sales Learning & Development at Broadridge Featured On CHURCH MUTUAL + 1HUDDLE Church Mutual is the premier provider of insurance services to customers in the religious institutional marketplace and other compatible markets. Church Mutual uses 1Huddle for: New Insurance Products Including umbrella, professional liability, property and multi-peril product and policy updates Sales and Service Coaching Twice-weekly Direct Sales team trainings on sales process, referrals and internal financial communications policies. Industry Knowledge Market conditions, industry best practices and competitive landscape data. 0 % Cut in training time 0 Days to launch Featured customer 1Huddle helps Church Mutual fire up their team “I play every day. I love 1Huddle!” — Carol Reach, Account Manager at Church Mutual A dashboard for you to take control. Everything you would expect to manage users, games and reports. AI to Identify Skill Gaps Our Predictive Learning algorithm automatically increases question difficulty to close skill gaps faster. Reports to Know What’s Up Run reports on top managers and see how each is performing. In The News The future of work is here! 1Huddle is the #1 employee performance platform featured on Squawk Box, Yahoo! Finance, Bloomberg, and more. See how 1Huddle is helping leading brands stay ready. NYDaily News It’s not often companies can claim that its workforce actually looked forward to training days… NY Daily News Cnbc's Squawk Box Check out our CEO, Sam Caucci, on CNBC’s Squawk Box with Mr. Wonderful discussing gamification and the workforce. CNBC's Squawk Box Yahoo! Finance 1Huddle CEO, Sam Caucci, featured on Yahoo! Finance talking 1Huddle and how we are “shaking up job training!” Yahoo Finance Get started with 1Huddle today. Watch Now Request a Demo