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Is my workforce
trained to upsell and
promote all our
products and services?
To improve sales of complex
financial products you must
training.
How do I keep my
workforce up to date
with the ever-changing
regulations?
It is a huge task keeping up
with constant changes to
procedure, process and
regulations required by local
and international authorities.
How can I reduce
regulatory compliance
risks?
With fines that can reach into
the millions, it is vital to have
strong reporting and audit
trails to track and prove the
certification process.
Is my sensitive data
secure enough?
This industry must ensure
compliance requirements
and the absolute safety of
data. It deals with sensitive
data; risks associated with
data loss or data breach
which can be disastrous.
With Docebo you can deliver effective
training matching your business needs
to your regulatory constraints.
Testing and
certification
advanced test engine, rich
set of standard and custom
reports, certificates with
configurable release and
expiration policies
Security
a flexible LMS easily
adapted to the security
policy of your organization
Usability
a user friendly learning
portal with optimal user
experience, minimum
roll-out time and reduced
costs
Scalability
ability to up-scale or
down-scale user licenses
based on your actual
monthly needs
Ready to go
integrated marketplace
module gives you access
to a number of learning
resources from the
E-Learning market
Interoperability
compatible with most
authoring tools and
interoperable with major
financial training
catalogues
Integration
easy integration and single
sign-on with 3rd party
solutions including
SalesForce, Webex, SAP,
Google Apps, Linkedin,
Twitter, Facebook
Docebo is your E-Learning platform "As a Service" in the Cloud.
E-Learning Business Case
FINANCIAL SERVICES
• Increase the effectiveness of your employees, agents, brokers,
representatives and call centers
• Create a fully aligned organization with measurable results
• Access from mobile devices wherever and whenever you want
• Reduce IT costs adopting a SaaS solution
• Adapt Docebo to your actual training needs on a monthlybasis
• Integrate with existing ERP software from the mothercompany,
brokers or external agencies
• Identify and develop the key banking, financial and other
sectorspecific skills or competencies needed to achieve
company objectives
• Improve awareness on your compliance training with powerful
reporting and certification engines
• Collect off the shelf training catalogues for immediate use
Great value
Reduced TCO
Quick setup
ABOUT DOCEBO
Visit our website www.docebo.com
KEY FACTS
Why choose
Docebo as your
E-Learning Platform
Docebo is synonymous with great business
value, reduced total cost of ownership and
fast implementation. Adopting Docebo as
your learning platform enables you to:
500,000 people
trained yearly
700,000 hours
of learning
delivered every year
Client operations
in more than
150 countries
Award of Excellence
SaaS LMS 2012
Best of Elearning!
Learning Portals
WatchList 2012
TrainingIndustry.com
95% client
retention
since 2005
E-Learning Business Case
With its technology, Docebo is a global E-Learning solution provider with customer operations and
partners in 29 countries, that is consistently expanding its international presence and doubling
users on quarterly base. Docebo enables companies of all sizes to plan, deliver and certify online
and classroom training activities leveraging the Amazon Content Distribution Network (CDN). The
main products (Docebo Cloud and Docebo Premium) are designed for both SMBs (Small and
Medium businesses) and Enterprises.

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Business Case - Using E-Learning for Financial Services training

  • 1. Is my workforce trained to upsell and promote all our products and services? To improve sales of complex financial products you must training. How do I keep my workforce up to date with the ever-changing regulations? It is a huge task keeping up with constant changes to procedure, process and regulations required by local and international authorities. How can I reduce regulatory compliance risks? With fines that can reach into the millions, it is vital to have strong reporting and audit trails to track and prove the certification process. Is my sensitive data secure enough? This industry must ensure compliance requirements and the absolute safety of data. It deals with sensitive data; risks associated with data loss or data breach which can be disastrous. With Docebo you can deliver effective training matching your business needs to your regulatory constraints. Testing and certification advanced test engine, rich set of standard and custom reports, certificates with configurable release and expiration policies Security a flexible LMS easily adapted to the security policy of your organization Usability a user friendly learning portal with optimal user experience, minimum roll-out time and reduced costs Scalability ability to up-scale or down-scale user licenses based on your actual monthly needs Ready to go integrated marketplace module gives you access to a number of learning resources from the E-Learning market Interoperability compatible with most authoring tools and interoperable with major financial training catalogues Integration easy integration and single sign-on with 3rd party solutions including SalesForce, Webex, SAP, Google Apps, Linkedin, Twitter, Facebook Docebo is your E-Learning platform "As a Service" in the Cloud. E-Learning Business Case FINANCIAL SERVICES
  • 2. • Increase the effectiveness of your employees, agents, brokers, representatives and call centers • Create a fully aligned organization with measurable results • Access from mobile devices wherever and whenever you want • Reduce IT costs adopting a SaaS solution • Adapt Docebo to your actual training needs on a monthlybasis • Integrate with existing ERP software from the mothercompany, brokers or external agencies • Identify and develop the key banking, financial and other sectorspecific skills or competencies needed to achieve company objectives • Improve awareness on your compliance training with powerful reporting and certification engines • Collect off the shelf training catalogues for immediate use Great value Reduced TCO Quick setup ABOUT DOCEBO Visit our website www.docebo.com KEY FACTS Why choose Docebo as your E-Learning Platform Docebo is synonymous with great business value, reduced total cost of ownership and fast implementation. Adopting Docebo as your learning platform enables you to: 500,000 people trained yearly 700,000 hours of learning delivered every year Client operations in more than 150 countries Award of Excellence SaaS LMS 2012 Best of Elearning! Learning Portals WatchList 2012 TrainingIndustry.com 95% client retention since 2005 E-Learning Business Case With its technology, Docebo is a global E-Learning solution provider with customer operations and partners in 29 countries, that is consistently expanding its international presence and doubling users on quarterly base. Docebo enables companies of all sizes to plan, deliver and certify online and classroom training activities leveraging the Amazon Content Distribution Network (CDN). The main products (Docebo Cloud and Docebo Premium) are designed for both SMBs (Small and Medium businesses) and Enterprises.