Edward Jones Leverages AI to Transform Financial Services with Innovative Training Programs

Edward Jones is pioneering AI integration in financial services with its Gen AI for You & I program. The badge-based capability academy trains associates to use the Mack genAI tool efficiently, reducing task times by 50% and enhancing productivity.

Edward Jones, a leading financial services firm, is at the forefront of AI adoption in the industry. The company has designed a comprehensive training program called Gen AI for You & I, aimed at equipping its 54,000 associates with the skills to effectively use generative artificial intelligence (genAI) tools. The program is structured as a badge-based capability academy, where participants earn badges by mastering specific skills.
The training journey, delivered on Edward Jones’ Ed learning experience platform, takes about two hours and focuses on explaining the benefits of genAI, accessing and using the Mack genAI tool, and applying ethical operating principles. A Prompt Workshop addresses six pain points in the design and development workflow, providing hands-on practice and social learning opportunities. The program also includes a prompt library and measurable results tracking to drive efficiency.
After the initial six months, Edward Jones will reinforce the training with additional sessions, including a Day of Development session to manage AI integration in the workplace and an Advanced Prompt Workshop for deeper practice. The firm also offers Gen AI User Groups for ongoing support and coaching.
The results are impressive: using genAI tools has removed at least four performance barriers for learning experience designers, and there has been a 17% increase in adoption with consistent use over three months. The program has helped reduce specific tasks by 50%, with significant time savings in the ideation phase.

What is the Gen AI for You & I program?
The Gen AI for You & I program is a badge-based capability academy designed by Edward Jones to train its associates in using the Mack genAI tool efficiently.
How does the training program work?
The training is delivered on Edward Jones’ Ed learning experience platform and takes about two hours. It covers explaining the benefits of genAI, accessing and using the Mack tool, and applying ethical operating principles.
What is the purpose of the Prompt Workshop?
The Prompt Workshop addresses six specific pain points in the design and development workflow, providing hands-on practice and social learning opportunities.
How has the program impacted task efficiency?
The program has helped reduce specific tasks by 50%, with significant time savings in the ideation phase.
What additional support does Edward Jones offer?
The firm offers Gen AI User Groups for ongoing support and coaching, where learners can ask questions, share prompts, and learn from each other.

Edward Jones’ innovative approach to AI training is a testament to the firm’s commitment to staying ahead in the financial services industry. By equipping its associates with the skills to use genAI tools effectively, the company is not only enhancing productivity but also setting a new standard for AI integration in the sector.