Financial Services

Deliver on-demand knowledge through out a dispersed workforce.

SumTotal’s learning management solutions provide customers in the financial industry an effective way to provide their front-line with the knowledge and skills they need to be effective, while keeping them up-to-date on accreditation. In the highly competitive and regulated global marketplace, financial services companies need to look for new revenue opportunities and manage and track compliance, while ensuring customer retention and satisfaction.

Our web-based platform delivers on-demand knowledge, events, collaboration and mentoring to field agents, brokers, claims representatives and customer service representatives - regardless of location. SumTotal's suite can assess employees against job and compliance requirements, identify gaps and deliver targeted knowledge to meet legal and business needs, while mapping that performance back to business objectives. Companies are able to quickly develop and retain their employees and boost their selling potential while reducing their time away from the job.