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

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

Related Resources

Financial services tips, guides, and best practices

AgFirst Farm Credit Bank reaps a plentiful harvest with new employee learning opportunities

Customer Story

AgFirst Farm Credit Bank reaps a plentiful harvest with new employee learning opportunities

South Carolina’s AgFirst Farm Credit Bank plants the financial seeds necessary for farms nationwide to flourish. Serving 15 states, as well as Washington, D.C. and Puerto Rico, the bank provides funding, technology and other services to local associations that have their finger on the pulse of what nearby rural residents and farmers need to succeed.

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