Financial & Insurance Services

Get the Most Out of Your Greatest Asset

The financial services and insurance industries change every minute.  Organizations are racing to stay on top by expanding product portfolios, expanding geographically, and doing whatever it takes to achieve and maintain high levels of customer satisfaction. Growing your company is a team effort, and your workforce is the key player.
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The world’s leading Financial & Insurance Services companies have turned to Cornerstone to meet the challenges of empowering their people while maximizing the productivity of their human capital. Cornerstone will:

  • Reduce costs and increase effectiveness of your agents, brokers, claims representatives, call centers, and in-branch personnel
  • Tie training programs to performance management to build the right skills at the right time
  • Increase visibility and provide easy administration of automatic e-mail reminders regarding compliance
  • Provide over 10,000 pre-integrated e-learning titles that are available for immediate use
  • Create a fully aligned organization with measurable results
  • Foster informal learning, mentoring, and performance support within corporate social networks and talent communities

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Observation Checklist: Observe, Measure Competencies & Performance in Real Time, On the Job.

In the financial & insurance services industry, there are times when fulfillment of required competencies — such as service delivery — cannot be measured on a typical rating scale or as part of an annual review. Cornerstone’s innovative Observation Checklist feature lets you systematically assess and monitor employee skills and performance in the field while employees are doing their jobs.

Cornerstone's Observation Checklist guides you in assigning validators or verifiers to assess competence or successful completion of tasks as employees work in the field. 

Observe & Measure Competencies & Performance
  • Give your verifiers, validators or preceptors easy access to observation checklists, replacing inefficient paper-based processes
  • Ensure that regulatory reporting is accurate and timely
  • Use pre-integrated competency models specific to the Financial & Insurance services industry
  • Specifically define observation ratings and methods

Featured Financial & Insurance Services Clients

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