Financial Services

Invest in nurturing your talent so your organization can thrive in the highly regulated and dynamic financial services market.

Promote Continuous Learning

You must ensure your employees are receiving the right training at the right time so that your people strategy supports your corporate, regional, and branch business goals.

Attract Top Talent and Develop Leaders

You need to attract, develop, and retain top talent through the effective use of talent development, learning, succession planning, and compensation tools.

Meet Regulatory and Compliance Requirements

Your entire workforce must be fully up-to-speed on the latest compliance certification and regulatory requirements, and use advanced reporting in order to mitigate risk.

Those who have trusted us

SumTotal is trusted by some of the largest commercial banks in the U.S., among many other financial services customers, to address the unique regulatory needs of the financial services industry.

Prioritize Skills Development and Career Growth

In a keenly competitive talent market, your organization’s hiring managers and HR teams need to prioritize internal career mobility and skills development. SumTotal’s package of Talent Development tools is purpose-built to help improve employee retention, close the skills gaps, identify high-potential talent, and promote learning.

Talent Development Tools

Manage Risk and Meet Regulatory and Compliance Requirements

Operating in a highly regulated space, your financial services organization has seen regulatory costs increase dramatically over the years. SumTotal's suite of learning management tools, out-of-the-box compliance certifications, and advanced reporting features allow you to manage complex regulatory requirements with ease while mitigating risk.

Digital Transformation Within Financial Institutions

As the move to digital banking and virtual financial services accelerates, organizations simply can no longer rely on legacy systems and processes to stay competitive. SumTotal's suite of tools helps these organizations keep up with industry leaders and new agile challengers.

Products to help you attract, retain, and manage top talent

Customer Story

Edward Jones Reimagines Training and Reduces Turnover with SumTotal

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Customer Story

Capitec Bank Delivers, Tracks, and Analyzes Employee Development with SumTotal

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