A digital investigation built as a learning game
The challenge
How can CARDIF’s sales teams train the network’s wealth management advisers and brokers on regulatory standards and legal updates — in a genuinely innovative way?
Our answer
Arcane Experience took on the challenge with a digital escape room that follows a client’s life story and brings wealth management pitfalls to light.
The format
A 60-minute digital investigation designed as a learning game, hosted by a CARDIF sales representative via video conference. Players look back on the poor wealth management decisions of a fictional client, and learn by taking an active part in the story.
Storytelling
In teams, participants play wealth management advisers who can travel back in time to rewrite the difficult financial situations faced by a fictional client. They solve a series of puzzles, each one based on a bad investment she made along the way.
Mechanics
In every time period, advisers assess the client’s financial position, spot the risky choices and steer her towards a sounder wealth strategy. To deepen the immersion, the investigation uses real documents and draws on a patchwork of genuine case studies.
Benefits
The game connects a client’s life choices with the wealth solutions available, encouraging long-term financial strategy over short-term speculative investments. It also highlights the adviser’s role in shaping a client’s strategic direction and managing their budget.
It all starts with a conversation!
At Arcane, every enquiry matters.
Tell us what you have in mind and we’ll give it our full attention.
