On-going training and development, especially for on-boarding new team members is a pressing need for any credit union. Offering financial products requires knowledgeable employees and therefore an on-going need to serve learning and development materials that will help employees be more effective and engaged at work. Additionally, learning needs to be monitored by management, ensuring employees go through training at the right times, meeting their learning goals.

Prior to using gamification, this Credit Union provided knowledge training, but the feedback on the training was not high. Employees did not evaluate these courses well, and feedback indicated that the effort was not meeting its potential. On top of that, the Credit Union wanted to ensure that learning completion occurred in a timely manner. Additional requirements were

  • User-friendly course content development
  • Data tracking for progress, completion, scores, & benchmarking
  • A reporting interface with the ability to view, export and print reports in differing formats
  • System-generated e-mail alerts and/or messages to students, managers, and/or administrators based on pre-defined events – encouraging people who have missed training completion deadlines to go ahead and complete them
  • A Single Sign On (SSO) capability that can be launched from an LMS or company intranet
  • Integration with SumTotal Results On Demand

Working with Gameffective

Choosing Gameffective was simple, since it met the above demands and offered a completion-centric game for onboarding new employees. An additional factor in choosing Gameffective was its consultative approach to the implementation and the strengths of its customer success team.

“The Gameffective implementation of gamififed elearning was well received by the team” said the Learning and Development Manager at the Credit Union. “ We originally envisioned that only new employees would use the system for onboarding, but we didn’t restrict its use by existing employees, in case they wanted to refresh their knowledge. What happened next was almost surprising: quite a number of veteran employees went into the game, not just to play around with it.  They went ahead and completed all the levels, refreshing their knowledge”. An additional factor in the success of gamification at the Credit Union was recognition of learning completion with a raffle for employees that met learning targets.

“Our internal feedback survey shows that people are pleased with the gamification project, feeling it is helping them be more effective at work. We also managed to increase, through the reporting module, management’s awareness and involvement in promoting knowledge training to employees.”


The ROI on the project was immediately apparent with 85% of frontline employees completing all learning tasks.


  • Use gamification to drive onboarding and on-going learning for employees in financial services


  • 85% learning completion rates compared to miniscule completion of learning beforehand


  • City Building


  • SumTotal