Training Rollout for a Large Financial Institution

The Client

A large US financial institution needed to train Japanese brokers on a new product being rolled out. A successful roll-out would spell success in the Japanese market; poor translations and training and it’s sayonara.

The Challenge

The complexity of this financial product’s Japanese roll-out included cultural differences, large volumes of documents, a regulatory-driven environment, and a complex approval process.

The Solution

Prisma first developed a project-specific, Web-based tracking tool to manage all documentation, version control, and communications over the 12-hour time difference between New York and Tokyo. We then developed a content matrix identifying localizable vs. non-localizable content, and finally proceeded with translation, QC, and a back-translation legal review.

The Outcome

The successful Japanese sales rollout led to market success for the new product, and a solid sense of assurance for the company’s legal team, which was responsible for accuracy and risk mitigation.