How a Financial Services Business Scaled Leadership Development With Joyntly

EMPLOYEES

200

HEADQUARTERS

Georgia, U.S.

INDUSTRY

Financial Services

About

The financial services company is a global business-to-business organization that specializes in flexible capital solutions across a wide range of asset types. The firm works with consumer-related portfolios across multiple geographies and stages of the capital structure. Known for its ability to navigate complexity, the organization partners with financial institutions during periods of strategic change, providing tailored financing solutions to support long-term value creation.

Quick Stats

/10
report improved team communication
/10
report improved work relationships
X
better learner engagement than the industry average

The Challenge

The 200-employee business wanted to strengthen its culture by broadening access to leadership development.

Their Director of Employee Experience sought a solution that met these key needs:

Improve cross-team collaboration while maintaining strong within-team performance
Build consistent soft skills for communication, trust, and relationship-building
Help people leaders shift from doing the work themselves to developing others
Expand leadership development opportunities for individual contributors

Their existing tools — LinkedIn Learning and monthly leader sessions — were not designed to reinforce these everyday behaviors consistently across the organization.

Why They Chose Joyntly

We partnered with Joyntly to strengthen cross-team collaboration, and broaden access to leadership development across the organization. We were looking for a development approach that was practical, scalable, and rooted in everyday work.
Director of Employee Experience

Joyntly offered an accessible development approach that reinforced consistent leadership behaviors and soft skills across roles and teams.

The Solution

The business partnered with Joyntly to deliver evidence-based, personalized leadership development to 25% of its workforce, strengthening the soft skills that shape a culture of collaboration and teamwork across the organization.

Personalized Insights

All 46 participants—individual contributors and people leaders from nine departments—completed Joyntly’s behavioral assessment and received individualized feedback on their strengths and growth opportunities.

Individualized Action Plans

Based on these insights, Joyntly generated personalized action plans that guided each employee toward the behaviors most important to their role—helping leaders strengthen delegation and partnership, and giving individual contributors exposure to practical leadership and soft-skill behaviors.

Weekly On-the-Job Practice

Across the six-month program, employees used the Joyntly platform weekly by selecting targeted, on-the-job practices aligned with their unique needs, then reflecting on progress directly in the platform.

Together, this approach created a cohesive experience that helped shift everyday behaviors supporting the business’s culture.

The Customer Experience

Joyntly’s personalized action plans made it easy for participants to weave small, meaningful behaviors into their daily work. Their reactions included:

I love the exercises — they’re small things that help build habits that will actually improve my areas of opportunity slowly!

I like that Joyntly uses a weekly approach to foster behavior changer.

I like having something to remind me to focus on development and taking time to be mindful and purposeful instead of just going from task to task.

Participants appreciated:

Personalized insights that made their development feel tailored
Practical exercises that translated directly into stronger soft skills and relationships
A flexible structure that made behavior change feel realistic and repeatable

The result was a highly engaging experience that helped employees translate personalized insights into meaningful leadership behaviors that improved how they worked together across roles and departments.

The Results

X
Better Learner Engagement
  • 9/10 recommend Joyntly to a friend or colleague
  • 9/10 report improvements in leadership effectiveness, soft skills, team communication, and workplace relationships
  • 3X better monthly active user engagement than the 20% eLearning industry average*

Across nine departments, 100% of the 46 participants onboarded and engaged with Joyntly throughout the six-month program — providing meaningful growth across functions and levels.

Joyntly supported our broader employee experience goals by reinforcing consistent leadership behaviors and making development feel more accessible and practical.
Director of Employee Experience

Overall, Joyntly helped the organization:

Broaden access to leadership development across roles and departments
Improve collaboration between teams
Strengthen everyday communication and relationship-building behaviors
Create more consistent ways of working across the organization

As a result, the business strengthened its culture by reinforcing collaboration and supporting both people leaders and individual contributors in how they work with others.

Looking Ahead

These foundational behaviors will continue to shape how teams work together and support each other across the business—contributing to a more collaborative culture. The Director of Employee Experience noted that participants gained confidence in their leadership, applied key behaviors more consistently, and showed stronger engagement in development across teams, adding that Joyntly expanded access to meaningful growth and helped turn development goals into tangible progress.

Looking ahead, the business remains focused on strengthening its culture through clear communication, collaboration, and relationship-building, recognizing these behaviors as essential to effective teamwork and long-term success.

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