Strictest compliance to regulations, as imposed by the Patriot Act and international financial services oversight bodies, at a lower cost
Robust compliance and certification training capabilities meet complex, diverse needs for employees in banking, insurance, brokerage or diversified financial services
Automatic, prescriptive assignment gets the right compliance training to the right people, based on locations, job roles or other criteria
Automatic notifications for re-certification or training re-assignments
Easy administrative features reduce program administration time and increase the rate of compliance training completion
Web-based training and virtual classes lower training costs
Compliance exception reports that alert managers and administrators to potential problem areas reduce the risk of non-compliance
Lower cost and less time to submit accurate proof of compliance
Automatic reports on all employees’ training progress that can be quickly submitted to authorities as proof of compliance
Stringent system security with granular security roles
Audit trails tracked by the system on each learning activity provide clear visibility
Improved customer satisfaction and profitability
Comprehensive formal and informal learning capabilities enable employees to develop themselves on business skills and product knowledge to better service customers
Quickly disseminate knowledge to all sales and service teams to via virtual classroom and live collaboration tools to improve customer relationships
Manage employees by competencies to improve customer satisfaction and profitability
Use performance goals to systematically encourage innovative ideas to distinguish the company’s products in commoditized financial services
Aligning competencies to goals to meet fast-changing financial services market dynamics
Job role-specific competencies help companies ensure their employees have the relevant skills and knowledge to meet corporate objectives
Continuously measure competencies and close competency gaps to adapt to shifts in market needs
Consolidate into a single, unified, platform for managing learning and performance
Consolidate disparate systems into a unified platform by Saba to create as single view of an employee’s performance and development activities
Consistent performance planning and review process across diverse teams and divisions, especially in light of the many M&A activities in recent years
Tie learning to performance to drive substantial performance improvements