Challenges
With the regulator placing increased emphasis on how firms are evidencing the effectiveness of training, Fidelity International identified a need to turn to artificial intelligence (AI) to genuinely embed regulatory learning and demonstrate sustained employee competency.
The Solutions
Clever Nelly delivers bite-sized pieces of learning through a continual assessment model. Questions are sent by the AI to reinforce training and automatically assess and repair individual gaps in knowledge.
Employees interact with Clever Nelly for under a minute per day, where the AI adjusts the question content and frequency to each learner.
By closely monitoring trends in this data, managers have the ability to intervene with in-depth support, escalate any concerns for users with low engagement and better develop their firm’s training materials.
Where typically compliance teams take a backseat to Learning & Development on the roll-out of new training initiatives, the implementation of Clever Nelly within Fidelity had the critical sponsorship of their MLRO, John Clarke.
His direct involvement meant that Clever Nelly’s question sets were exacting and appropriate to achieve Fidelity’s compliance objectives and secure vital senior management and board buy-in.
Monthly reports are produced from Clever Nelly to evidence engagement and competency score movements.
These are circulated amongst managers as a means of highlighting where an area of the business may be falling behind the curve.
A total of 95,484 learning interventions have taken place within Fidelity since Clever Nelly launched in March 2023.
To maximize their return on investment, Fidelity have since introduced ‘Nelly Champions’ to rework questions with the purpose of facilitating better learning outcomes and avoiding unintended uncertainty or confusion.
As a result of their efforts, Clever Nelly’s response from employees has been “overwhelmingly positive”, leading to an average engagement score of 93% – without a single non-engaged user.
The Results
Employee competency in financial crime compliance has improved by 14% with Clever Nelly. The AI’s personalized approach to training has enhanced the learner experience, whilst giving Fidelity’s MLRO a real-time view of how the advanced knowledge being trained to their people is being retained.
Fidelity are able to demonstrate that 90% of their Clever Nelly cohort are maintaining compliance scores of 80% or higher, with an average score of 89.5%.
“Clever Nelly’s data enables me to plot what has been a steadily improving month-on-month competency curve for impacted employees.
This MI is shared with senior management and relevant boards not only as a means of demonstrating the effectiveness of our training but also as a means of highlighting where engagement may be lacking as, let’s face it, no one wants their area of responsibility to be highlighted as lagging behind other areas in the firm.”
Looking more closely at the measurable benefits achieved through Clever Nelly:
- 14% improvement in employee competency across eight user groups in six months
- 90% of the total population are compliant (over 80% compliance score), with an average compliance score of 89.5%
- 93% average employee engagement post-launch, with zero non-engaged users
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About Elephants Dont Forget
Elephants Don’t Forget is the home of Clever Nelly — a multi-award-winning, AI-powered continual assessment platform that helps organisations maintain consistent frontline performance, reduce risk, and improve operational KPIs. Find out more about Elephants Dont Forget
Author: Elephants Dont Forget
Reviewed by: Jo Robinson
Published On: 5th May 2026
Read more about - Industry News, Case Studies, Elephants Dont Forget
