Is my workforce
trained to upsell and
promote all our
products and services?
To improve sales of complex
financial products...
• Increase the effectiveness of your employees, agents, brokers,
representatives and call centers
• Create a fully aligned...
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Business Case - Using E-Learning for Financial Services training

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How to implement an E-Learning project: best practices from Docebo for the Financial Services Market. Learn why the Docebo's Learning Management System is able to bring your corporate E-Learning project to the next level.

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Business Case - Using E-Learning for Financial Services training

  1. 1. Is my workforce trained to upsell and promote all our products and services? To improve sales of complex financial products you must training. How do I keep my workforce up to date with the ever-changing regulations? It is a huge task keeping up with constant changes to procedure, process and regulations required by local and international authorities. How can I reduce regulatory compliance risks? With fines that can reach into the millions, it is vital to have strong reporting and audit trails to track and prove the certification process. Is my sensitive data secure enough? This industry must ensure compliance requirements and the absolute safety of data. It deals with sensitive data; risks associated with data loss or data breach which can be disastrous. With Docebo you can deliver effective training matching your business needs to your regulatory constraints. Testing and certification advanced test engine, rich set of standard and custom reports, certificates with configurable release and expiration policies Security a flexible LMS easily adapted to the security policy of your organization Usability a user friendly learning portal with optimal user experience, minimum roll-out time and reduced costs Scalability ability to up-scale or down-scale user licenses based on your actual monthly needs Ready to go integrated marketplace module gives you access to a number of learning resources from the E-Learning market Interoperability compatible with most authoring tools and interoperable with major financial training catalogues Integration easy integration and single sign-on with 3rd party solutions including SalesForce, Webex, SAP, Google Apps, Linkedin, Twitter, Facebook Docebo is your E-Learning platform "As a Service" in the Cloud. E-Learning Business Case FINANCIAL SERVICES
  2. 2. • Increase the effectiveness of your employees, agents, brokers, representatives and call centers • Create a fully aligned organization with measurable results • Access from mobile devices wherever and whenever you want • Reduce IT costs adopting a SaaS solution • Adapt Docebo to your actual training needs on a monthlybasis • Integrate with existing ERP software from the mothercompany, brokers or external agencies • Identify and develop the key banking, financial and other sectorspecific skills or competencies needed to achieve company objectives • Improve awareness on your compliance training with powerful reporting and certification engines • Collect off the shelf training catalogues for immediate use Great value Reduced TCO Quick setup ABOUT DOCEBO Visit our website www.docebo.com KEY FACTS Why choose Docebo as your E-Learning Platform Docebo is synonymous with great business value, reduced total cost of ownership and fast implementation. Adopting Docebo as your learning platform enables you to: 500,000 people trained yearly 700,000 hours of learning delivered every year Client operations in more than 150 countries Award of Excellence SaaS LMS 2012 Best of Elearning! Learning Portals WatchList 2012 TrainingIndustry.com 95% client retention since 2005 E-Learning Business Case With its technology, Docebo is a global E-Learning solution provider with customer operations and partners in 29 countries, that is consistently expanding its international presence and doubling users on quarterly base. Docebo enables companies of all sizes to plan, deliver and certify online and classroom training activities leveraging the Amazon Content Distribution Network (CDN). The main products (Docebo Cloud and Docebo Premium) are designed for both SMBs (Small and Medium businesses) and Enterprises.

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