Case Summary

$4 trillion financial institution upgrades aging SumTotal system to ExpertusONE LMS


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


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

Ready to find out more?