Case Summary
$4 trillion financial
institution upgrades
aging SumTotal system
to ExpertusONE LMS
Challenge
With over $4 trillion in assets, this privately held financial institution has been a thought leader and solutions provider for nearly 200 years… and they were ready to upgrade their aging SumTotal LMS. Key areas of improvement included: user experience, reporting, mobile learning, and integration.
Top Priorities:
- Simplified user experience
- Expanded compliance reporting
- Modern mobile learning capabilities
Key Issues:
- Non-intuitive LMS user interface
- Complex, time-consuming reporting
- Challenging system integrations
Solution
After reviewing upgrade options from SumTotal and a new Saba system, the bank decided to switch to an ExpertusONE LMS because of its superior features and modern functionality. Now their training offers:
- An outstanding user experience that’s incredibly intuitive for learners, managers, and admins, plus learner group segmentation for prescribed, profile-based learning
- Robust analytics and compliance reporting, with quick report generation (five clicks or less), mobile dashboards, and custom compliance threshold alerts
- Seamless API integrations with their future and existing enterprise systems, like Workday and Salesforce
- Advanced mobile learning capabilities including on/off sync, actionable analytics, Presence Sensing and instant contact share for all Apple iOS and Android devices
