TOPYX LMS for Financial Services Training

The TOPYX learning management system (LMS) allows banks, brokers, insurance companies, and other financial institutions to easily implement a cloud-based interactive training platform that meets the needs of both users and administrators.

financial hero

TOPYX LMS for Financial Services Training

The TOPYX learning management system (LMS) allows banks, brokers, insurance companies, and other financial institutions to easily implement a cloud-based interactive training platform that meets the needs of both users and administrators.

financial hero

Scalable Financial Services Training Programs

Financial services companies conduct complex and tightly regulated business, which creates unique challenges for employee training. An LMS grants administrators and managers the ability to offer customizable compliance, sales, services, and other training all in one secure platform.

Built for scalability on a flat-fee system, the TOPYX LMS empowers organizations to educate employees, customers, and partners, wherever they are located. Learning paths, gamification, mobile learning, and third-party integrations are just a few ways that TOPYX helps organizations satisfy compliance requirements, improve employee engagement, and decrease turnover.

Overcome Financial Services Training Challenges

TOPYX helps teams of all sizes solve financial services training challenges while providing a strong competitive advantage for organizations.

corporate painpoints 1

Slow to Improve Skill Sets


Provide employees with a clear path for improved skills and career growth so you can promote from within.

corporate painpoints 2

Information Gaps

Disseminate information regarding updated procedures across groups and locations more efficiently.

corporate painpoints 3

Fragmented Communities

Use social learning tools to foster community within teams and increase employee engagement.

corporate painpoints 4

Regulatory Training


Reports and employee progress tracking tools make it easy to promote regulatory compliance.


An Online Training Platform Can Lead To...

72%

GAIN COMPETITIVE ADVANTAGE

A majority of organizations that utilize eLearning believe they gain a competitive advantage from it.

218%

HIGHER REVENUE PER EMPLOYEE

Comprehensive training programs lead to a 218% higher revenue per employee.

40-60%

LESS TRAINING TIME

Studies show that eLearning can reduce overall training time by 40-60%.

TOPYX LMS Features

TOPYX is a customizable and flexible LMS created with both the learner and administrator in mind. A robust set of features enrich financial services training and education programs, no matter where your learners are located.

Course Management

COURSE MANAGEMENT

translation

LANGUAGE SUPPORT

Custom Branding

CUSTOM BRANDING

student

UNLIMITED LEARNERS

Intel Security

"We chose TOPYX because we needed an eLearning solution that would help us better engage and train our channel partners and customers all over the world for our group. The social learning features of TOPYX also help us provide a more collaborative learning experience, which we believe will result in a more impactful learning experience. Finally, TOPYX was a great overall value, providing a total solution that was easy to use and implement.”

Ron Markey
Intel Security

What Do Financial Services Companies Need From an LMS?

We created this financial services training overview to help you understand which LMS features can drive the most value for financial services training. This handy reference includes:

  • Challenges faced in financial services training
  • The best LMS features for financial institutions
  • Benefits of improved online training for employees, agents, and customers
Financial Services Offer

Additional Resources & Insights

Explore our most popular and helpful resources for eLearning in the financial services sector.

eLearning Trends 2020

2020 eLearning Trends Report

Attract, engage, and retain top talent by download the eLearning 2020 Trends Report from TOPYX.


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Financial Services Training

Increasing the Effectiveness of a Financial Services Training

An effective online learning platform engages learners, increases customer satisfaction, and drives revenue. Optimize financial services training with these 3 tips.

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Improve Employee Training Audits for Regulatory Compliance

Improve Employee Training Audits for Regulatory Compliance

There are over 2500 unique regulations financial institutions must train employees to comply with. Finance companies can improve compliance training audits using these tips.

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Schedule a time with one of our experts to learn how TOPYX can transform the experience you offer learners.