Impact Interviews

We discuss the challenges facing industry practitioners in a range of sectors and examine the benefits that AI-powered continual assessment through Clever Nelly is bringing to their respective organisations.

Are you apprehensive about Artificial Intelligence? Uncertain about potential ROI and want to know more about the benefits?

We understand that AI often fails to gain adoption because business leaders worry about how the deployment might impact their organisation.

Watch our selection of soundbites from household brand names to get an insight into the range of benefits and return on investment that our employee-centric AI – Clever Nelly – can bring to your business, and how simple, cost-effective and painless it is to deploy.


Dan Thompson – Strategy and Transformation Director at Moneybarn – discusses how they are harvesting game-changing levels of sustained operational improvement, resulting in exceptional ROI and improved outcomes for their customers.

  • 300% ROI in under six months
  • 38% Reduction in Average Hold Time
  • 30% Reduction in Average Wrap Time
  • 4.5% Reduction in Average Handling Time
  • 9% Improvement in outcomes for customers



Rachel McGann, Training Specialist at LV=, discusses how Clever Nelly has exceeded LV=’s expectations, enabling them to reduce complaints, minimise rework, reduce attrition, and identify individual training needs in real-time.


Colleague Development Leader at Hastings Direct Insurance, Ben Couldwell, tells us about how the Management Information provided by Clever Nelly supports them to improve coaching conversations.


Winners of Credit Strategy’s Car Finance Awards 2023 for Innovation in the sector, Mike Lucia discusses the impact Clever Nelly has had on culture within Volvo Car Financial Services (VCFSUK).

Group Head of Compliance at Clifton Asset Management, Ian Scaife, discusses the benefits of continuous employee assessment for compliance and how Clever Nelly is future-proofing their approach to learning and development.


Head of Learning and Development – Mike Lucia – discusses how Volvo Car Financial Services UK (VCFSUK) are evidencing value from L&D with Clever Nelly, winning Credit Strategy’s Car Finance Award 2023 for Innovation. As the first in their sector to gain SAF Expert equivalency utilising their own innovative solution, Mike shares how VCFSUK approached their award-winning FLA approved programme with Clever Nelly.

Part One

  • How VCFSUK are displacing annual compliance examinations.
  • The response from frontline advisors.
  • What measurable impacts have been achieved within VCFSUK.

Part Two

  • The primary challenges at the forefront for VCFSUK.
  • How their people are demonstrating equivalency with AI.
  • How VCFSUK would feel about other automotive firms following their example.

Part Three

  • How Clever Nelly aligns to VCFSUK.
  • The cultural impact of displacing annual examinations with AI.
  • Why VCFSUK won’t be returning to default methods of training delivery.



Matt Stirland, Director of Later Life Lending at Age Partnership, discusses the significant speed-to competency improvement Clever Nelly has delivered. As they went through a large recruitment period, Age Partnership utilised Clever Nelly to maximise their training investment during onboarding and used real-time reporting to ensure that every financial advisor was capable of delivering the required level of support and information they expected for their customers.

Part One

  • The three outcomes Age Partnership set out to deliver against.
  • Where Clever Nelly supports the onboarding of new advisors.
  • How Nelly’s Management Information is making a difference for Age Partnership.

Part Two

  • How Clever Nelly gives managers confidence to demonstrate employee compliance to the regulator.

  • How Age Partnership are embedding knowledge to ready their people for the Consumer Duty.

  • Why Nelly is instrumental to culture and training within their firm.

Part Three

  • The pivotal role of training and competency within the culture at Age Partnership.

  • How Clever Nelly supplies managers with critical data points to act on.

  • How Age Partnership are using Nelly to support new training programmes and business developments.




Lissa Balmer – Director of SME Customers at Wave – discusses how Clever Nelly supports colleagues to succeed within their roles. Discover why Lissa recommends Clever Nelly as a ‘must have’ solution for water services and utility firms.

Part One

  • How employee training has completely changed within Wave.

  • What contributed to a successful implementation and roll out of Nelly.

  • Why Clever Nelly is a must-have solution for water services and utility firms.

Part Two

  • How Wave are using Nelly to deliver training that’s responsive to employee learning needs.

  • How Clever Nelly supports Wave to deliver optimal outcomes as a business.

  • The blueprint for success with a solution like Clever Nelly.

Part Three

  • What impact Clever Nelly has had across the business.

  • How Nelly helps embed knowledge across a hybrid workforce.

  • The actionable insights that managers can gain from using Nelly’s Management Information.