How Avior Wealth trained a fast-growing team across 8 locations

Results at a glance

• 8 offices

  No more paper notes

• 50+

  Team members

• 7

  States covered

• The challenge

  Avior needed one searchable place to store its SOPs and processes and to train new hires across eight locations. Everything had to live in a single, centralized source the whole team could reach.

  “We really wanted something that we could use to provide learning and training opportunities for all of our employees irrespective of where they found themselves.”

• The solution

  How Whale solved it

  Process consultant and Whale partner Adi Klevit worked with Avior to create, centralize, and share SOPs on Whale, with one uniform voice across the content. The team now has a single source for both documentation and answers.

  

• The results

  Eight locations, one knowledge base

  Every location trains from the same central source, so the experience is consistent wherever someone joins.

  • Training people can return to

    Team members go back into training whenever they need it, instead of relying on paper notes that get lost.

  • Whale open all day

    Most of the team keeps Whale pulled up in the browser, so answers are always in reach.

• CoPilot

  All SOPs and process documentation live in one searchable platform, so the team across all eight locations works from the same source of truth.

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• Training flows

  Structured training sequences make sure new hires complete the right material in the right order, wherever they join.

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• Search

  The search function works as an internal reference, so the team finds answers instantly without asking a colleague.

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