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BEST LMS FOR FINANCE

Financial services training solution

Top financial services firms—including banking, insurance, and real estate— understand that training across the enterprise is critical for security and success. That’s why they turn to Litmos to:

  • Streamline learning management
  • Mitigate risk through compliance training
  • Retain top talent with professional development
Talk to an expert
lms for finance training
Litmos 4 and 5 star reviews

BASED ON 1000+ REVIEWS ON

Capterra, G2, and GetApp reviews

Deliver impactful training programs with Litmos

Whether banking, insurance, real estate, or other financial business, training is critical for success. The intuitive, scalable, and seamlessly integrated Litmos LMS empowers your team to stay compliant with complex regulations, safeguard your organization against cyber threats, and boost motivation and morale with training that drives career advancement.

automation

Quick deployment and simple integration

Launch your training program rapidly and seamlessly integrate Litmos with your existing systems. Choose from 50+ connectors for popular tools or build your own using open APIs.

LMS content authoring tool

Universal accessibility

Ensure your training reaches every employee, anytime, anywhere. With 24/7 online and offline access, plus support for 35+ languages, Litmos breaks down barriers to learning.

simple to use

Custom UI branding and dashboards

Reinforce your brand identity and create personalized learning experiences. Easily customize the Litmos interface to match your company’s look and feel and tailor dashboards for different user roles.

trust

Toughest Security

Litmos employs robust security measures, including firewalls, data encryption, and strict authentication protocols. Litmos AI Assistant is built on our proprietary AI infrastructure with same stringent security standards as our LMS, so customer content is never shared outside their tenant instance.

LMS reporting for managers

Robust reporting and analytics

Measure training impact and drive continuous improvement. Track course completions, assessment results, and content popularity to optimize your learning programs.

course library

Rapid automation and embedded AI

Streamline your training processes with automated alerts, assignments, and reports. Leverage AI-powered video assessment and tagging to offer personalized and scored performance feedback. Discover, assign, and track progress more efficiently with Litmos’ AI Assistant.

Training courses for financial services

AI Fundamentals

COURSE HIGHLIGHT

AI Fundamentals

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Digital Fluency

COURSE HIGHLIGHT

Digital Fluency

⟶
Available via Go1

TECHNOLOGY COURSES

Available via Go1

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See full catalog

The learning solution for top-performing financial service firms

We partner with our clients to power impactful learning solutions that meet goals of fast-growing global financial services, insurance, and real estate customers.

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56%
increase in new business sales for one broker after implementing Litmos
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Commercial Express is committed to raising the knowledge and standards of not only our own staff, but that of our partners too. The Litmos platform gives us the ability to do this at scale, in a cost-effective way.

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$200M+
in training revenue generated
⟶

Today, we run over $50 million through the Litmos system in terms of training registrations. And, we’ve done well over $200 million in the four years that we’ve been on the platform… We’re extremely happy to be running our commercial training program on the Litmos platform.

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Financial services training FAQs

What is a Learning Management System (LMS)?

A learning management system (LMS) is a software application designed to house eLearning courses and track their completion and assessment scores. It provides administrators and trainers with a centralized platform to prepare reports, make assignments, and send reminders, streamlining the management of educational content and learner progress. The Litmos LMS is an  AI-powered LMS that integrates seamlessly with popular CRM, HRIS, ERP and payment systems, and offers a library of 95k+ expertly-crafted training courses, plus services for success, so that your team can focus less on L&D administration and more on your bottom line. Learn more about how an LMS works.

Does Litmos integrate with CRM, HRIS, and ERP systems?

Yes, Litmos integrates with a wide variety of CRM, HRIS, and ERP systems, including but not limited to: Salesforce CRM, ADP and BambooHR HRIS, and SAP ERP software. Litmos integrations with popular CRM, HRIS, and ERP systems help customers streamline the administration of training programs, automate the assignment and tracking of courses, and ensure that employee data is consistently updated across platforms. Visit our Litmos LMS Integrations page for an up-to-date list of all integrations.

Do financial services firms need an LMS?

Definitely. Fintech and financial services firms can benefit significantly from using a learning management system to govern employee training and minimize compliance risk. In fact, Litmos LMS goes even further to help financial organizations manage and report on risk and compliance proactively by automatically assigning compliance training, tracking completions and certifications, and ensuring all staff meet changing regulatory requirements. Litmos also empowers insight into employee development activities and leverages AI to help recommend courses to drive career development and empower productivity.  Litmos learning content for financial services is expertly curated to build skills and is updated regularly to meet regional and industry requirements.  Built-in reporting and integrations that help extend valuable compliance and workforce insights back to the business are additional reasons financial organizations should consider Litmos LMS.

Does the Litmos library have financial services elearning courses?

Yes, the Litmos library does offer eLearning courses specifically for financial services firms. Our training platform is designed to help organizations with compliance training, risk mitigation, and professional development, which are critical needs for financial services companies. Our robust catalog of over 98,000 ready-made online courses includes compliance and financial services topics.

Explore our full catalog of finance and compliance-related eLearning courses.

What specific compliance training does Litmos offer for financial services firms?

Litmos offers a comprehensive suite of compliance training courses specifically tailored for financial services firms. These courses are designed to help organizations in banking, insurance, and related sectors meet regulatory requirements, mitigate risk, and foster a culture of integrity and accountability.

Key Compliance Training Areas for Financial Services:

  • Anti-Money Laundering (AML) – Litmos provides dedicated AML courses that cover how money laundering and terrorism financing occur, legal duties for prevention, common techniques, suspicious activity identification, and fulfilling Know Your Customer (KYC) guidelines. These courses are essential for employees in customer-facing roles involving financial transactions.
  • Data Privacy and Security – Financial services firms can access training on data protection regulations such as GDPR and CCPA, as well as best practices for safeguarding sensitive customer information. This is critical since the financial sector faces heightened risks of data breaches and must comply with strict privacy laws.
  • General Regulatory Compliance – Litmos offers a wide range of up-to-date, region-specific compliance courses that address evolving regulations and industry standards. These include topics like anti-fraud, ethical conduct, and other financial sector-specific legal requirements.

To explore our full training course catalog of finance and compliance-related eLearning courses.

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