Learning Solutions
for Finance

Whether a bank, insurance company, private equity firm, or other financial business, you face stringent, federal requirements that mandate how your customers are treated, who you trade with, and how data must be handled. Training employees at every level of the company is critical because failing to comply with any regulation can result in costly legal penalties such as fines and even jail time.

Add to that the fact that cyberattacks are becoming increasingly sophisticated — with financial institutions always in the crosshairs. Employees need to be up-to-speed on the very latest cybersecurity information and practices. This isn’t even to mention training employees on basic job skills or company policies and culture.

Financial Services companies trust Masamo for many reasons, including its notable security certifications, data encryption, high availability deployments, strict authentication and application security. Plus, it automates much of the management of the learning program. L&D professionals can focus their time and attention ensuring compliance courses are current, keeping employee training up-to-date, and monitoring other important performance measures, rather than wasting time with manual learning management tasks.

Key Features and Benefits for Finance
Rapid implementation and integration
Masamo deploys in minutes, even if you plan to integrate it with other systems such as CRM, ERP, or HR using any of the 50+ connectors or the API.
Compliance management
Masamo enables you to enforce the latest compliance training requirements for regulations such as GLBA, BSA / AML, or FFIEC by creating courses and content in accordance with current standards, laws, and policies.
Toughest security
Masamo securely stores your content and user information behind a hardware firewall. All data is transferred over HTTPS and keyed with a private certificate. Add to that data encryption, strict authentication and application security, and updates that occur with little to no impact on users.
Finance-focused content
Choose from a rich supply of content in the Masamo Courses catalog to improve the skills of Finance workers. Offer short, video-based, SME-tested courses in areas such as Policy and Compliance, FCA Compliance, Finance Skills, and Cyber Security.
Tracking and reporting
Utilize built-in reports to track employees’ training activities, learning progress, and measure the success of the training program based on course completions, quiz results, and content access.

Start Your Free Trial Today

Learning
Solution for
Finance

Whether a bank, insurance company, private equity firm, or other financial business, you face stringent, federal requirements that mandate how your customers are treated, who you trade with, and how data must be handled. Training employees at every level of the company is critical because failing to comply with any regulation can result in costly legal penalties such as fines and even jail time.

Add to that the fact that cyberattacks are becoming increasingly sophisticated — with financial institutions always in the crosshairs. Employees need to be up-to-speed on the very latest cybersecurity information and practices. This isn’t even to mention training employees on basic job skills or company policies and culture.

Financial Services companies trust Masamo for many reasons, including its notable security certifications, data encryption, high availability deployments, strict authentication and application security. Plus, it automates much of the management of the learning program. L&D professionals can focus their time and attention ensuring compliance courses are current, keeping employee training up-to-date, and monitoring other important performance measures, rather than wasting time with manual learning management tasks.

Key Features and Benefits for
Finance
Rapid implementation and integration
Masamo deploys in minutes, even if you plan to integrate it with other systems such as CRM, ERP, or HR using any of the 50+ connectors or the API.
Finance-focused content
Choose from a rich supply of content in the Masamo Courses catalog to improve the skills of Finance workers. Offer short, video-based, SME-tested courses in areas such as Policy and Compliance, FCA Compliance, Finance Skills, and Cyber Security.
Compliance management
Masamo enables you to enforce the latest compliance training requirements for regulations such as GLBA, BSA / AML, or FFIEC by creating courses and content in accordance with current standards, laws, and policies.
Tracking and reporting
Utilize built-in reports to track employees’ training activities, learning progress, and measure the success of the training program based on course completions, quiz results, and content access.
Toughest security
Masamo securely stores your content and user information behind a hardware firewall. All data is transferred over HTTPS and keyed with a private certificate. Add to that data encryption, strict authentication and application security, and updates that occur with little to no impact on users.

Start Your Free Trial Today