4 Simple Ways to Turn Frontline Employees into Product Experts

As financial institutions embrace digital transformation, the role of frontline staff becomes increasingly crucial. Even in a digital-first world, these employees are often the face of the institution, influencing how customers perceive and interact with your services. To ensure success, you must equip your frontline with the knowledge and confidence to effectively promote and support digital offerings. Here’s how to transform your staff into digital product ambassadors:

1. Address Job Security Concerns

One of the biggest challenges is easing employees’ fears that digital technologies might replace their jobs. By reassuring your team that digital skills will enhance rather than eliminate their roles, you can reduce resistance to new technologies and encourage engagement.

2. Improve Digital Fluency

Many employees are unfamiliar with their institution’s fintech products, making it difficult to effectively support customers. To overcome this, provide training that builds confidence and competence in using and recommending digital products.

3. Offer Continuous, Engaging Training

Traditional training methods often fail to engage staff or produce long-term retention. Instead, implement brief, daily training sessions that are interactive and fun. Game-based learning, for example, can significantly improve engagement and retention.

4. Equip Staff with the Right Tools

Even the most knowledgeable employees can struggle without the right support tools. Ensure your team can access a searchable online hub with technology walkthroughs and simulations. This resource will help them quickly resolve customer issues, enhancing the overall experience.

The Final Squeeze

Financial institutions must invest in their frontline staff to stay competitive, turning them into knowledgeable and confident digital advocates. With the right training and tools, your employees can drive digital adoption and improve customer satisfaction, ensuring your institution thrives in the digital age.


Empower your frontline to become digital product experts and drive success in the digital age. Equip them with the training, tools, and confidence they need to excel. Start transforming your team into your greatest asset today!

Hawley Kane

Marketing Director, LemonadeLXP
Hawley Kane, a “recovering learning leader,” now heads Marketing at LemonadeLXP. With 20+ years in SaaS, including top learning tech, she’s all about turning talent growth and tech into unforgettable employee and member experiences.

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Bridging the Digital Skills Gaps