Financial service training to lock in your competitive advantage

When your advisors know their stuff, they can deliver outstanding customer service at every touchpoint—whether in branch, online or on the phone. Learn how leading financial institutions use Axonify to deliver the right training to help their frontline people confidently perform today and get ready for whatever comes next.

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Prepare your workforce for the future of the financial services industry

In this rapidly evolving financial services sector, agility is everything. With Axonify, you can efficiently reskill and cross-train your frontline workforce to meet the changing customer needs and increase productivity. Help every advisor sharpen their skills in their current role while preparing them for the next big thing—whether that’s a new business challenge, changing compliance regulations or the next step in their career.

Explore skills development

Continually reinforce learning

With ever-evolving product offerings, compliance training policies and regulatory requirements, your advisors have a lot of complex information to remember—and not much time to train. Keep key information top of mind with consistent training that doesn’t pull them away from the places they need to perform. Online training sessions in Axonify are fast (just 3 – 5 minutes a day) and personalized to individual knowledge gaps—so every advisor gets what they need to perform confidently on the job.

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Screenshot of a measurement dashboard in Axonify

Measure the impact of your training programs

Packed advisor schedules in the financial services industry leave little time for training, so it’s critical your programs drive results. With Axonify, you can easily understand how training programs are influencing your KPIs and focus your fine-tuning where it’s needed most. Plus, use performance data to find meaningful coaching opportunities and serve up targeted refresher training—so every advisor is ready to impress your financial services clients.

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Move beyond one and done compliance training

Once a year compliance training might not be enough to keep your employees from making mistakes that can cost your organization big. Axonify can serve up or reinforce your compliance training in the same platform where your people already do their daily training. And it automatically makes completion a priority, so you can feel confident that it’s done.

Financial employees
First bump between colleagues at work.

Launch with confidence

We’ll partner closely with you to build a financial services training program,  that delivers the KPIs you care about most. No matter your size or stage, we’ll share what we’ve learned working with other financial institutions, to help you get the most out of Axonify. From planning a successful launch of learning and development initiatives to supporting your ongoing compliance training efforts, you can count on us to meet your training needs every step of the way.

Let’s make your advisors your biggest
competitive advantage.