Everything you need to create a skilled and engaged workforce

  • Onboarding training
  • Experienced agent training
  • Required training
  • Leadership development
  • Deliver and track blended learning
  • Personalized learning tracks
  • Event calendar
  • Meeting-in-a-box
  • Sales ideas
  • Media room — client ‘YouTube’
  • Video Coaching
  • Podcasting
  • Mobile sales kit
  • Continuing education
  • Robust reporting dashboards

“My team and I need to be free from hours of system admin work.”

Pinpoint frees you from tedious user management by importing company data daily and  keeping track of active users, job roles, management hierarchy, licenses and more.

“My team needs consistent relevant training.”

Pinpoint targets training delivery and assign your team training based on role, experience, competency, licensing requirements or other criteria making sure they get relevant training.

“I need to monitor training progress and know where my team stands.”

Pinpoint offers a variety of reports to monitor your training progress, assessment scores   compliance status and more. Reports can be automatically delivered to your inbox.

Your all-in-one training hub

  • #1 LMS in the financial services industry
  • SCORM compliant—build your own or utilize any third-party content developer
  • Personalize learning dashboards for users based on role or group
  • Comprehensive tracking and reporting based on hierarchy & role
  • System can be used for different types of training (field, home office, inexperienced, experienced, product)
  • Seamlessly integrate into your systems viaSSO/SAML
  • Systems are highly configurable and scalable to meet business needs
  • Supports blended learning

See a better way to train your organization

Schedule your free demo now