The TOPYX platform enables financial service companies such as insurance, broker dealers, and banksto quickly train both employees, agents, and customers in products, services and processes.
Download the Financial Services Training Overview
Challenges faced in financial services training
Onboarding new employees or contractors is slow and expensive.
Auditing employee training records for regulatory compliance is difficult and inaccurate.
Agents have out of date knowledge and are not providing the right level of service.
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.
Increased visibility of metrics allows for reporting on knowledge gaps, effectiveness of training, and a better sense of engagement levels.
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.
"I needed help getting my employees and agents better trained, my customer service was inconsistent and customer retention was becoming a real problem. It was also difficult to keep everyone up to date with new regulations and at audit time we couldn’t prove we’d properly trained everyone. I found TOPYX and the dedicated team there help put in a learning platform for the employees, agents, and customers. I was able to immediately see a difference in customer retention and service. Customers were much more engaged, employees and agents were able to give them accurate information and many high levels of service and this year’s audit was a breeze we pulled a few reports and showed the auditors a complete training record."
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.