AddeparAt Addepar, I identified an opportunity to strengthen employee connection to our mission and product offerings by creating an accessible learning experience during Financial Literacy Month in April. The challenge was significant: I needed to design a month-long educational program that would resonate with both technical and non-technical employees across the organization, all while working with a limited budget and no existing template or precedent for this type of internal learning initiative at the company.
I developed a multi-faceted program centered around a dedicated Slack channel where I curated and shared weekly financial tips and interactive quizzes that made complex wealth management concepts accessible to all employees. To personalize the experience and showcase diverse career pathways, I profiled employees from across the organization, highlighting their unique journeys in financial services. I also compiled and distributed curated resources to help team members deepen their understanding of the wealth management industry that Addepar serves.
The program exceeded expectations, attracting over 200 active participants throughout April and achieving an impressive 45% average engagement rate on the weekly quizzes. Most importantly, the impact extended beyond the month itself—several employees specifically mentioned in our quarterly survey that they felt more confident discussing our product with clients, demonstrating that the initiative successfully strengthened both product knowledge and employee confidence in representing Addepar's mission.
