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Strict compliance to the Patriot Act and financial services oversight bodies |
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Robust compliance and certification training capabilities meet complex, diverse needs for employees in banking, insurance, brokerage or diversified financial services |
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Automatic, prescriptive assignment gets the right compliance training to the right people, based on locations, job roles or other criteria |
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Automatic notifications for re-certification or training re-assignments |
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Easy administrative features reduce program administration time and increase the rate of compliance training completion |
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Web-based training and virtual classes lower training costs |
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Compliance exception reports that alert managers and administrators to potential problem areas reduce the risk of non-compliance |
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Lower cost and less time to submit accurate proof of compliance |
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Improved customer satisfaction and profitability |
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Comprehensive formal and informal learning capabilities enable employees to develop themselves on business skills and product knowledge to better service customers |
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Improve customer relationships by quickly disseminating knowledge to all sales and service teams via virtual classroom and live collaboration tools |