Licensing, suitability, AML, product governance: run every training obligation where your client relationships already live, governed and reportable.
Compliance training you can’t prove didn’t happen.
Mandatory training scattered across an HR LMS, spreadsheets and email attestations means every audit becomes an archaeology project, and every certification lapse a risk discovered too late. Meanwhile advisors and branch teams need product knowledge that moves as fast as your offering does.
AML, conduct, suitability, assigned by role, tracked per person, escalated automatically when overdue.
Certifications carry renewal dates, reminders fire before a license lapses, not after.
Product launches and rate changes reach every branch the same week, with completion visible per location.
Learner records stay in your Salesforce instance, under your encryption, retention and residency policies.
No export, no reconciliation, no vendor portal to subpoena. The evidence lives where your compliance office already works.
Who completed what, when, with what score, one report, filtered by role, entity or period.
Salesforce Flows chase overdue training and alert managers, compliance stops depending on someone remembering.
Dashboards show compliance posture by branch, desk or subsidiary, before the regulator does.
Governed like your CRM, because it is your CRM.
Bring your training obligations, we’ll show the audit trail running in Salesforce.
