Case study - Santander Mexico

Santander Mexico uses Euromoney Learning to Redesign their
‘TopPool’ Six-Month Analyst Programme

Santander is a global bank offering a broad range of banking services to a global audience. A key part of Santander’s global strategy is its people. As a group, Santander aims to be one of the best banks to work for and be able to attract and retain the best global talent.

Santander Mexico has 21,000 employees. Their vision is to be the best commercial bank and their strategy to achieve this focuses on digital services and growth in digital clients, positioning themselves as trusted banking advisers offering a full portfolio of banking services. Santander Mexico approached Euromoney to assist in upskilling their analysts to support these ambitions.

The Situation

In order to achieve their growth targets, Santander Mexico required a more structured, role-specific and career path focused approach to learning.

A Mexican University initially delivered the career path training for analysts, but the design and delivery of the training resulted in long hours away from the desk, low pass rates at the end of the programme, and minimal return on investment.

Santander Mexico approached Euromoney Learning to redesign the programme to deliver maximum impact by focusing on the real-life experiences of the analysts.

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Why Euromoney Learning?

Santander Mexico wanted to work with us for 5 reasons:

1. Excellent Client Service

Our client relationship manager built up a strong relationship with Santander and was always available to answer questions, ensuring the programme ran smoothly and deadlines were always met.

2. Tailored Learning Expertise

We worked closely with Santander Mexico to design a six-month programme that met the specific training needs of the analysts.

3. Engaging, Interactive, and Impactful training delivered in both English and Spanish

This made the classroom experience fun, memorable and relevant.

4. Cutting-Edge Training Content

Our expert trainers are world-renowned financial leaders and commentators, ensuring we cover up-to-the-minute topics and issues.

5. Blended Learning Approach

Technical classroom training was combined with interactive, relevant case studies and access to Euromoney’s online training. 

The Solution

We designed a six-month programme comprised of monthly one-day classroom sessions that focused on specific technical finance topics, reinforced with case studies to bring the theories to life.

The course instructors ensured that the topics covered were relevant to the challenges the analysts would face in their roles and brought the learning to life with real-life case studies and examples to illustrate the key areas. The classroom experience was complemented by Euromoney’s online training, which allowed analysts to access a wide range of resources online after a classroom session.

Our blended learning approach helps to ensure a focused classroom environment so maximum benefit is derived from the time away from the desk. Delivered in both Spanish and English, the programme was designed to be very interactive to ensure a long-lasting impact.

The trainers took into account the different skill levels of the participants to ensure that everyone left with an excellent understanding of the concepts under discussion. Evaluation at the end of each module identified learning gaps to address in the online training and an end of programme assessment was carried out to measure overall progress.

All participants had access to an extensive interactive library of 240 premium e-Learning modules covering introductory and advanced level training on all areas of financial markets.

The Outcome

Santander Mexico has established itself as a standout employer in the region.

The TopPool analyst training programme has developed a highly skilled team of analysts equipped with sound financial knowledge, improved confidence and higher productivity.

Line managers and senior directors have noted the positive impact of the programme across the business and they are confident that the programme is helping to improve the recruitment and retention of good staff. On average the participants received a final score of 90%, based on analysis of online assessment scores and end of module evaluation of each subject-based case study.

The training has improved the confidence and effectiveness of analysts involved and there are plans to run the programme again next year.

"The courses were very useful. Supporting theory with real-life cases made the difference and the case study helped to wrap up all the knowledge acquired during the courses."


“El curso me permitió comprender las cosas fundamentales de diversos temas en un corto tiempo, el e-Learning complementa de una forma extraordinaria lo visto en el curso presencial. Fue una buena experiencia de aprendizaje.”

Elizabeth Patricia Gorostieta Canela, XVA Desk

“The training allowed me to understand fundamental details regarding different topics in a short time frame, and the e-Learning modules complemented extraordinarily the subjects that were covered in the classroom. It was a great learning experience”