Ola Solutions
3 Strategies to Impact Your Organization’s Bottom Line When Hiring for FINRA Specific Roles
If you have ever been responsible for onboarding new employees that must obtain the Securities Industry Essentials (SIE) and one of the...
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Challenging Norms.
Changing Outcomes.
TRANSFORMING
TALENT ACQUISITION
&
FINRA LICENSURE
WITHIN
FINANCIAL SERVICES
¡Hola! We Are Ola!
Ola is a Spanish feminine noun meaning “wave”. We believe a wave is an accurate visual representation of the new hire lifecycle within financial services organizations. Like waves, new hire programs are different in shape and size depending on the environment and needs of the business. The more predictable a new hire program is, the more efficient and lean the organization operates. Most firms struggle to identify the gaps in their existing programs or how to overcome them, leading to exorbitant annual costs.
Hola 2
Who We Are
We are a boutique management consultancy created by industry leaders focused on the new hire lifecycle within financial services. We are a dynamic team comprised of learning & development leaders, new hire program directors, financial education strategists and talent acquisition experts. Our team has over 75+ years of collective experience designing, managing, and implementing large scale new hire programs in industry leading Fortune 500 companies.
Who We Ar 2
What We Do
Ola Solutions provides an innovative set of solutions to help organizations overcome their most pressing challenges. We act as an extension to the clients we partner with to evaluate and optimize their existing new-hire and FINRA licensure programs. We ensure the priorities of talent acquisition, learning & development and the line of business are weighted equally and work towards a common goal.
What We Do 2
Meet the Ola Team
We are dedicated to being value creators and trusted advisers to our clients. Our industry expertise, along with years of analysis, allows us to assist our clients with identifying, navigating, and overcoming their most pressing challenges in an ever-changing industry and environment.
The Ola Commitment
Ola is dedicated to our clients and the new associates they hire. We have an unwavering commitment to supporting our clients’ and their FINRA candidates’ unique challenges. Our passion is to identify and implement new ways to overcome obstacles many organizations face today. Ola's team of industry experts bring an unparalleled level of industry experience to each client relationship. We continue to challenge industry norms by providing innovative solutions that create impactful outcomes. Our commitment is driven by our company values that we apply to all client partnerships.
Ola Values
KATHLEEN STONE
Chief Executive Officer
Kathleen has over 25 years of experience leading the Learning and Development and Talent Development functions in Fortune 500 Financial Services (Nuveen, ING, Voya) companies. She has created startup learning and development functions and leads transformational initiatives to drive corporate success.
BRADY CEBRIAN
Managing Director, Solutions & Partnerships
Brady has over 20 years of consultative sales experience in both financial education and IT research & advisory services working with Fortune 500 companies in both industries. Throughout his career, he has a proven track record of customer success and has helped his clients navigate the most challenging industry headwinds.
DR. CAROLYNE SOPER
Managing Director, Learning Strategies & Delivery
Carolyne started her career at People’s United Bank becoming a RIA and an AVP Customer Service Manager. After a decade in financial services, she decided to shift her attention to academia. Carolyne’s pedagogical focus includes evaluating effective teaching methods across modalities, using applied research in the field of finance to enhance student learning, and ensuring equity through curriculum innovations.
The OLA Commitment 2
OLA Values 2
Team2
Team Reset
INNOVATIVE SOLUTIONS.
IMPACTFUL OUTCOMES.
Backed by over 75 years of combined expertise in new hire programs, Ola Solutions brings a new perspective to tackling the most unique challenges many financial services firms face today. Our experience stems from our collective work with large organization's new-hire programs requiring FINRA registration. We have vast experience in meeting staffing & recruiting needs, SIE, Series 6, Series 7, Series 63 & 66 licensure, end-to-end program management and business continuity strategies.
Solutions 2
TALENT ACQUISITION &
STAFF AUGMENTATION STRATEGIES
Organizations need top talent to compete in today’s marketplace. We work with clients to create a sustainable pipeline of well qualified candidates. We focus on candidates who have a higher propensity to pass FINRA exams, are a cultural fit for your organization and possess the ability to meet the responsibilities of the role they are filling.
Ola’s innovative strategies deliver SIE registered new hires. Our process translates to increased speed to production, lower attrition rates and improved business efficiency.
Talent Acquisitoin Strategy 2
CANDIDATE SUCCESS SCREENING
Meeting recruiting targets is not easy. We understand the struggle. Often recruiters find great candidates who match the company DNA and possess the soft skills to be a good fit for the organization. Unfortunately, that isn't enough since candidates also need to pass the required FINRA requirement(s). Knowing an individual's likelihood of passing is critical to the hiring process.
Back by years of data, Ola's proprietary candidate success screening methodologies help organizations make more educated, data driven hiring decisions. This drives organizations to improved first attempt pass rates and increased overall speed to production.
PERFORMANCE ACCOUNTABILITY
MANAGEMENT
Accountability, responsibility, and ownership often present great challenges for programs. Lines often become blurred as to who ultimately owns the candidate experience and the success of the program. Without a clear accountability strategy in place participant pass rates decrease, attrition increases, and ROI is diminished.
We work with clients to add accountability and support to their program which drives success for all stakeholders while saving the organization money and increasing ROI. Our experience and expertise allows us to provide non-biased performance and accountability management to your program. Our only priority is ensuring the success of your program and its participants.
DEDICATED LICENSURE SME SUPPORT & COACHING
Many organizations struggle with Identifying and allocating internal resources who have the content knowledge, coaching skills, or capacity to help candidates navigate through the licensure journey.
Our Subject Matter Experts (SMEs) and Coaches work with candidates throughout the process by providing real time remediation and act as accountability partners when candidates need it the most. Keeping candidates engaged, on track and supported throughout their journey is key to any successful program.
MANAGED SERVICES & CUSTOM PROGRAMS
Due to competing priorities organizations are consistently seeking out ways to do more with less resources. When resources are strained there is a negative impact on the candidate experience, the program brand and success.
We solve that problem for organizations by offering on-demand managed services and providing fully trained program resources when they are needed most. We can manage individual components of clients’ new hire programs or manage the process from recruitment to FINRA registration, all in a cost-effective way. By working with Ola Solutions can reduce recruiting goals, training budgets and reassign valuable resources which provides efficiency and increased ROI.
BUSINESS CONTINUITY SERVICES
Business continuity is not a new topic but due to a number of factors globally 2020 has certainly put it on the fore front. The way we lived and worked last month is different from how we will live and work next month. Going forward, no one knows what the future may hold other than business must continue as our society depends on financial services firms to plan for individual futures.
We offer organizations virtual programs that acts as an in-house program for impacted areas when resources are required to work from home. Leaning on Ola's solution set we can help companies replicate their in-house programs virtually.
Candidate Screening
Performance Managemnt 2
SME Coaching
Managed Services 2
Business Continuity
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