Financial Services

Securing the future for financial services

Minimize your risks with best-in-class talent management tools that help you unite and upskill your team.

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Solutions that work for financial services

Connect your organization’s goals and talent initiatives to your people

Comprehensive risk mitigation

Comprehensive risk mitigation

Deliver targeted learning content based on roles, branch location, and more. Assess skill competency and assign additional training, all while tracking compliance to minimize your risk exposure.

Personalized learning experiences

Personalized learning experiences

Leverage machine learning and AI-driven insights to recommend the right learning content to each employee, delivered via a consumer-grade platform.

Streamlined workforce planning

Streamlined workforce planning

Use insights into the skills and competencies of your people to organize talent pools, identify high performers, visualize a leadership pipeline, and optimize deployment.

Extended learning for customers

Extended learning for customers

Make it easy for your customers to engage with your full solutions portfolio. You can even create a new revenue stream by building your own training-for-profit solutions.

You're in good company

You're in good company

Trusted by financial services organizations

“ We're thankful for the ability to create and customize performance tasks to meet our needs in the moment ”
Kirsten Palmieri

Kirsten Palmieri

HR business partner and VP at Penn Community Bank

Related Resources

Financial services tips, guides, and best practices

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Customer Story

How Fairway Mortgage transformed its compliance training with Cornerstone Content

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