Case Summary

Leading National Lender Replaces CSOD System with ExpertusONE LMS


When their Cornerstone OnDemand LMS came up for renewal, this leading nationwide lender decided to explore their options. Top frustrations included: a non-intuitive user interface, complicated compliance reporting and limited mobile learning capabilities.

Top Priorities:

Simplified compliance management

Intuitive user experience

Modern mobile capabilities

Key Issues:

Hard to use UI

Limited mobile functionality

Ineffective compliance reporting


After testing several “best-in-class” learning systems, they decided on ExpertusONE because of its modern design and capabilities. Now they benefit from:

Streamlined compliance management thanks to ExpertusONE’s actionable analytics, customizable alerts/notifications, ad-hoc report design wizard and mobile reports/dashboards

An intuitive learning experience that’s easy to use (many areas, like transcripts, are self-service) and drives training adoption

Exceptional mobile learning functionality including presence sensing, contact share, on/off sync and mobile analytics

A profile-based learning system that grants or restricts access to content based on user profiles (job roles, departments, locales, etc.)

Ready to find out more?