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.

Proudly Trusted by 7,000+ organizations across the globe

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

Accelerating user adoption journey of the World Bank Group

Customer Story

Accelerating user adoption journey of the World Bank Group

Established in 1944, the World Bank Group is headquartered in Washington, D.C. With 189 member countries, staff from more than 170 countries, and offices in over 130 locations, the World Bank Group is a unique global partnership working on the mission to implement sustainable solutions to reduce poverty and build shared prosperity in developing countries. It is one of the world’s largest sources of funding and knowledge for those countries.

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