Opus Global Nyrt. had an objective of creating a tangible product beyond its portfolio companies, with the goal of increasing its brand's. Meanwhile, Hungarian retail investors faced a financial literacy gap, making informed investment decisions challenging. The company needed a solution that not only educated the public on capital markets and personal finances but also elevated its brand and demonstrated its commitment to corporate social responsibility.
In addition, the client required educational content development services for their learning solution.
With the involvement of Peak Advisory and Peak's external educational advisors, the team developed an extensive course structure and curated a knowledge base spanning 15 courses, from the introduction of personal finances, through investment strategies and taxation to capital markets and advanced investment products.
Built on Peak’s proprietary RAG model, the Opus themed Educational Platform enables users to create their personalized learning profile and learn about capital markets tailored to their learning goals and investment preferences, boosted with end-lesson quizzes and gamification. With the integration of the AI Assistant, users can dive deeper into topics covered in the lessons.
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The platform delivers free, high-quality financial education to Hungarian retail investors, empowering them with practical and theoretical knowledge about capital markets, investment strategies, and local financial policies. In turn, this has increased Opus Global Nyrt.’s brand presence with the a meaningful CSR activity.
