Financial Services Training

The TOPYX platform enables financial service companies such as insurance, broker dealers, and banks to quickly train both employees, agents, and customers in products, services and processes.

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Download the Financial Services Training Overview

Challenges faced in financial services training

Poor Onboarding

Onboarding new employees or contractors is slow and expensive.

Training Audits

Auditing employee training records ​for regulatory compliance ​is difficult and inaccurate.

Customer Service

Agents have out of date knowledge and are not providing the right level of service.

LIMITED CONTENT

3rd party providers can have limited libraries of content at a high per user cost.

Results of implementing an online learning platform

Efficient Employee Training

Training can be done online from any device, reducing human training time.

Metric Visibility

Increased visibility of metrics allows for reporting on knowledge gaps, effectiveness of training, ​and a better sense of engagement levels.

Employee Knowledge

Better trained, more knowledgeable staff able to provide high levels of service to customers.

BROADER TRAINING CONTENT

Your company can choose from multiple libraries plus you are able to create your own content to suit your needs.

TOPYX LMS FEATURES

TOPYX LMS has been recognized by a number of prestigious organizations, including Gartner, Brandon Hall Group, Capterra, CLO Magazine, and Inc. Magazine.