Leading financial institutions use Axonify to onboard faster, close skill gaps and build strong customer relationships—and their results speak for themself.
Financial service training that drives results
Leading financial institutions use Axonify to deliver the right financial services training to help advisors confidently perform every day—and prepare for what comes next.
How the financial services industry is preparing for what lies ahead
In the rapidly-evolving financial sector, agility is everything. That’s why leading financial institutions use Axonify to enable their teams with the consistent training, reinforcement and skills development they need to build strong customer relationships, improve decision making and address other common challenges.
Bring financial services training into the flow of work
Advisors are busy. They don’t have time for online training that pulls them away from the places they need to perform. We fit microlearning into the workflow with short, bite-sized financial services training that only takes a few minutes a day. Adaptive learning personalizes each advisor’s experience so that every day they’re served up the most critical information they need to perform.
Reinforce the right information
It’s not enough to train your people—you need the information to stick. After all, having the confidence and knowledge to build strong customer relationships is more critical than ever in the financial sector. Axonify uses decades of scientific research and gamification to drive industry-leading knowledge retention and confidence rates.
Learn more about The Axonify Method
Embed financial services compliance training into daily learning
Once-a-year compliance training might not be enough to keep your employees from making mistakes that can cost your organization big. Use Axonify to serve up and reinforce compliance training within your advisors’ daily microtraining. The algorithm automatically makes completion a priority, so you can rest easy knowing your advisors are getting the crucial training they need.
Measure the impact of your training programs
It’s critical that 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. Use performance data to identify meaningful coaching opportunities and serve up targeted refresher training—so every advisor is empowered and enabled to impress.