Isabelle Grey
Training Consultant @Moneyinfo
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WORK HISTORY
Training Consultant @Moneyinfo
Deliver engaging software training to financial planning and wealth management firms, enabling clients and colleagues to maximise the value of Moneyinfo’s digital client portal platform. Design and deliver blended learning including live training, video walkthroughs, and self-serve resources to support different learning styles.Support client onboarding and platform adoption through role-based training delivered both remotely and in person. Collaborate with Product, Client Services, and Operations to ensure learning content aligns with product updates and best practice.Continuously improve the learning experience by introducing modern training methods and scalable learning resources that increase user confidence, engagement, and adoption.
EDUCATION
University of Birmingham
Ancient History
ABOUT ISABELLE GREY
Digital Learning and Product Enablement Leader | 8+ years in SaaS learning environments. I design and deliver learning programs - live, virtual, and digital - that accelerate adoption, onboarding, and user success. I combine instructional design, enablement strategy, and AI-enhanced content creation to create scalable, measurable programs. I have delivered skills, sales, and product training, and led digital learning initiatives across multi-product SaaS portfolios.
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