LMS for Financial Services

Unlock opportunity through rapid upskilling of your workforce

Over .5 million finance services employees rely on Seertech

Upskilling your workforce to find the right balance between risk and growth

The financial services industry operates in one of the most dynamic
and fast-evolving sectors, where disruption is everywhere and
managing risk is everything.

With ever-changing regulations, technologies, and market conditions, financial institutions must continually upskill their workforce to stay ahead of the curve and mitigate risks effectively.

A dedicated LMS for financial services ensures that bankers, accountants, traders, analysts, compliance officers, and other professionals are trained, certified, and ready to navigate the complexities of their roles with precision. A modern financial services LMS helps organizations deliver structured, timely training that supports regulatory compliance, risk management, and growth initiatives across teams, departments, and global locations.

Key features:
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Skills Gap
Analysis

Comprehensive skills matrix dashboard, streamlines career development paths and scheduling based on competencies.

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Skills
assessment

Validate skills and knowledge with assessments and surveys so you can put your employees on the right learning journey

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Certification &
Licensing
Management

Easy certification and licensing management with automated assignment & notifications reduces compliance risk by keeping your employees up to date.

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Extended
enterprise

Drive partner performance through highly configurable portals that supports custom branding and white labeling.

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eCommerce
for training
monetization

Expand your courseware offerings on a global scale with a system that supports multiple pricing models, payment gateways, currencies and languages.

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Data Analytics &
Reporting

Unlock data insights that drive value-based decisions through rich reporting, dashboards, and data pipeline with PowerBI connector.

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Integrated AND
centralized system

We unify your ecosystem to increase operational agiligty by connecting to your systems with real-time bi-directional API integration.

Read the success stories from our global clients

How Suncorp used their LMS to improve governance of over 2,000 learning courses delivered to over 13,000 employees.

Suncorp Case Study
Business Team

Balancing Risk, Growth, and Change

Financial organizations are under constant pressure to stay ‘audit-safe’ with rapidly changing regulations and industry standards, especially as markets expand and new technologies emerge.

Meet regulatory compliance while ensuring your workforce is equipped to thrive in a dynamic market.

Attract, retain, innovate and sustain your workforce

Ensuring compliance, managing risk, facilitating self-directed learning, and getting the best ROI out of your people starts with tier-one learning and development. By adopting a structured LMS for financial services, organizations can quickly upskill, reskill and cross-train their people, allowing them to best meet market demands and regulatory requirements.

Our clients have seen results like:

Centralized
.5 million financial service
employees rely on Seertech
Accuracy
100% compliant workforce
Certification
230% Employee Growth
Costs
$1million training cost
savings annually

What our

customers are saying

Ready to see where Seertech can take you?

Let us help you build a compliant and knowledgeable workforce
ready for tomorrow’s market shifts.