Case Study

Mitsubishi UFJ Securities Co., Ltd.
Mitsubishi UFJ Securities Relies on Saba
Learning to Achieve the Visibilit...
Case Study


Mitsubishi UFJ Securities Co., Ltd.

Since Saba Learning was introduced for internal use in April
2004, app...
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Mitsubishi Learns to Improve Visibility & Expands Learning


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Learn how Mitsubishi UFJ Securities relies on Saba to achieve visibility and expansion of formal and informal learning.

Business Challenge
Mitsubishi UFJ Securities needed to address physical time and distance limitations to in-class learning.ƒ In-person training was not sufficient to achieve company’s goals.

Business Benefits
-Provide e-learning to thousands of employees — eliminating the time and expense of travel
-Enhance the quality of training required to sell highly sophisticated products
-Meet the need for certification in areas such as Brokerage

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Mitsubishi Learns to Improve Visibility & Expands Learning

  1. 1. Case Study Mitsubishi UFJ Securities Co., Ltd. Mitsubishi UFJ Securities Relies on Saba Learning to Achieve the Visibility and Expansion of Informal Learning Industry Financial Services Challenge ƒƒ Physical time and distance limitations to in-class learning ƒƒ Not sufficient to achieve company’s goals only through on-the-job training Benefits ƒƒ Provide e-learning to thousands of employees — eliminating the time and expense of travel ƒƒ Enhance the quality of training required to sell highly sophisticated products ƒƒ Meet the need for certification in areas such as Brokerage Solution ƒƒ Saba Learning Suite Mitsubishi UFJ Co., Ltd. (MUS) was formed in October 2005 from a merger between Mitsubishi Securities Co., Ltd. and UFJ Tsubasa Securities Co., Ltd. As the core securities company of the Mitsubishi UFJ Financial Group (the MUFG Group), MUS provides wide-ranging services, including securities trading and underwriting, various types of derivative transactions, and advisory services related to M&A and asset securitization. Aiming to globalize its securities and investment banking operations, MUS is establishing subsidiaries and representative offices in major cities in Europe, the United States, and Asia. Together with the It’s extremely important for a network of 116 sales outlets firm to provide the professional in Japan (as of September development and job-specific 1, 2008), MUS is providing training employees need. The services to clients at home and abroad. Saba Learning Suite makes this a “ reality for us supported by a single The Pursuit of Staff Training The strategy of MUS is Mr. Mikihiko Osawa to provide an extensive, General Manager personalized training program Education and Development Office to help representatives meet Human Resources Division a wide variety of customer Mitsubishi UFJ Securities Co., Ltd. needs as well as to grow within the company. This includes that employees are able to respond to customer needs quickly, effectively and knowledgably discuss a wide range of financial products and specialties, address specific customer challenges, and always adhere to the highest ethics. e-learning platform. ” In the past, the company has primarily relied on instructor-led training (ILT) to deliver the required learning. But with the increase in the speed and globalization of the marketplace and the development of many new, more sophisticated investment vehicles — as well as significant technology advances — MUS decided it was time to look for a new, more effective and flexible learning environment. In 2004, MUS decided to select the Saba Learning Suite to meet its learning needs. “ILT is limited by time and distance, which makes it challenging to bring people together across our domestic and global office networks,” said Mr. Mikihiko Osawa, General Manager, Education and Development Office for MUS. “It is also impractical to continuously rely on senior employees to teach newer employees through on-the-job training. Because of this, e-learning became a highly prioritized educational tool for us.”
  2. 2. Case Study n Mitsubishi UFJ Securities Co., Ltd. Since Saba Learning was introduced for internal use in April 2004, approximately 9,000 employees, including temporary and transferred staff, have benefited from the system. The company has developed more than 200 courses covering products, customer qualification, and compliance. In addition, specific courses have been created for manager training and new employee orientation. Depending on the offering, MUS employees may be required to present a report or pass a test to prove proficiency. For compliance, all employees are tested to ensure they have met the rigorous standards established by the particular regulatory body. An Innovative Measurement Tool MUS has also found Saba Learning Suite’s innovative questionnaire tool to be effective for measuring information retention. “We use questionnaire in somewhat out-of-the-ordinary ways,” Mr. Osawa said. “It’s given more like an employee satisfaction survey or a competency assessment at the conclusion of a seminar. So, we get a sense for more than just what was absorbed in a particular course.” The questionnaire tool helps MUS efficiently monitor whether information is getting out to the people who need it. In this way, the Saba Learning Suite supports MUS in terms of what the field understands and how they are communicating with customers regarding the various investment products and programs. Integration of e-Learning and Certification MUS is particularly pleased with how Saba’s e-learning system has improved the efficiency and effectiveness of its certification programs, especially in areas such as Brokerage and Financial Planning. Saba Certification Management streamlines the administrative process by matching online e-learning and any classroom learning with the standards required to become a broker or certified financial planner. In addition, the solution not only helps employees, but also enables company managers to track the progress of individuals toward even the most complex certifications. Future Plans for Human Resource Development Looking to the future, Mr. Osawa sees the Saba Learning Suite continuing to play an integral role in allowing the company to meet its obligation to serve customers better by ensuring that its employees can provide the assistance and responsive answers customers desire. “The Saba Learning Suite has helped us make good progress toward our goals in training, certification, and compliance — but we can do so much more,” said Mr. Osawa. “To establish an ideal learning environment, we want to make the system even more attractive and easier for employees and affiliates to use. This means we have to continue to improve and enhance the solution over time to make it more functional and reliable — to better suit people’s requirements in our offices across Japan and working for affiliates worldwide.” The system has already been upgraded several times since it was launched in 2004, and new capabilities will continue to be added to support the firm’s personal development, skills training, and certification requirements. Added Mr. Kenichi Kimura, manager of the e-learning program at MUS, “We have already used Saba Learning in a number of ways we didn’t anticipate when we started. We will continually refine it to meet the needs of each employee, and help our people monitor and measure their progress toward individual and corporate growth goals.” Saba enables organizations to build a transformative workplace where they can leverage their people networks to become more competitive through innovation, speed, agility, and trust. © 2012 Saba Software, Inc. All rights reserved. Saba, the Saba logo, and the marks relating to Saba products and services referenced herein are either trademarks or registered trademarks of Saba Software, Inc. or its affiliates. All other trademarks are the property of their respective owners. Saba | 2400 Bridge Parkway | Redwood Shores | CA 94065-1166 USA | (+1) 877.SABA.101 or (+1) 650.779.2791 | cs11/12