Financial Services LMS

Develop and retain high-performing employees with the financial services LMS

“(Seek an) LMS partner vs. provider that shares your vision and priorities.”

–Brandon Hall

Fact: Strategic people management, backed by technology, drives success for today’s financial services organizations. And with our innovative financial services LMS, you’ll not only hire, train and develop the very best people… but you’ll also:

Improve customer service

Grow “share-of-wallet”

Lower risk

Expand markets

It’s never been easier to strengthen your institution’s sales, service and compliance! Partner with Expertus today.


With the ExpertusONE Financial Services LMS you can:

Gain significant competitive advantage by developing global compliance and certification standards

Lower learning costs/complexity via one, unified platform that easily extends to other enterprise systems

Better manage risk across leadership development, workforce planning and succession planning

Drive customer loyalty and business performance by leveraging your best employees’ knowledge, organization-wide


By using our financial services LMS as a strategic people development platform, mature organizations are transforming their people-centric business processes to:

Measure/manage performance against organizational goals

Develop competitive competencies

Deliver continuous value via just-in-time training

Deeply engage with clients

Superiorly manage compliance certifications

Execute learning to address skills gaps

Some Expertus Financial Services Customers

Ready to find out more?