The TOPYX platform enables financial service companies to quickly train both employees, agents, and customers in products, servicesandprocesses.
Challenges faced in financial services training
Time to onboard a new employee with supervisor training is slow and expensive.
Auditing employee training records is diffcult and inaccurate.
Agents have out of date knowledge and are not providing the right level of service.
Insufficient records on what training and education consumers have completed.
Results of implementing an online learning platform
Efficient Employee Training
Training can be done online prior to starting in-store from any device, reducing human training time.
Increased visibility of metrics allows for reporting on knowledge gaps, sales, or effectiveness of training.
Better trained, more knowledgeable staff able to provide high levels of service to customers.
Simple Consumer Training
Consumers can be easily trained on a product or service with records of their progress.
"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.