Pinpoint LMS is an online training platform engineered specifically for financial services. Train your teams, manage compliance risk, and fulfill regulatory requirements easily and in less time, even with thousands of employees.
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Pinpoint LMS simplifies financial services training with an intuitive, powerful and scalable solution that's driven by your business rules.
Trainees can register freely or against your allow-list. For larger teams, data feeds manage system access and permissions automatically.
Assign courses and learning paths to your trainees based on job role, skill level, licenses and more. Provide open course libraries for motivated personnel to take their careers to the next level.
Run various performance reports to see who’s on track, falling behind, or posing a compliance risk. Get reports delivered automatically right to your inbox.
“The automation and tracking provided by the platform has been extremely well-received by RJL’s registrants. Now, it’s as simple as one mouse click for advisors and RJL compliance personnel to review registration status and take action.”
New hire training based on current skills means your experienced hires start generating revenue sooner, while greener trainees get additional support.
Open course libraries and opt-in learning paths enable current reps to further their career and become leaders within your organization.
Deliver training for both soft skills and product knowledge to your sales team and sell your products faster.
Satisfy compliance requirements like Annual Compliance Meetings, Privacy and Information Security and Anti-Money Laundering
Offer CE credit to fulfill state and national certification obligations for annuities training, Reg 275, Reg BI and more.
Offer a limited-access training experience focused on measuring candidate employment potential.
Accurately log your employees' participation in events outside the LMS to keep all your training records in one place.
Easily find and share the most up-to-date versions of all your documents and reference sheets — no need for third-party storage like Sharepoint or Dropbox.
Develop your team’s sales and communication skills using a video-based practice platform. Provide virtual mentorship for leaders, sales teams and new employees.
“Pinpoint’s Video Coach has enabled Equitable to certify more than 85% of our Developing Sales Force on Step 1 in our sales process. Their sales skills and overall understanding of the sales process has improved greatly.”
Pinpoint LMS grows with you, offering scalable solutions tailored to your needs. Its flexibility and feature-rich platform make it an excellent choice for organizations of all sizes.
SEC 17a-4 compliance ensures proprietary information and customer data are secure. Pinpoint LMS delivers a reliable training experience which maintains a 99.99% service uptime.
Enjoy dedicated customer support professionals. No call centers or waiting days for an email response. Just friendly, knowledgeable people committed to your success.
Increase in revenue from employees in comprehensive training programs
Organizations that say eLearning gives them a competitive advantage
Increase in profit margin by spending just $1,500 per employee per year on training
ROI in productivity For Every Dollar Spent On eLearning
Let's talk about your training goals and challenges. Book a demo today for a no-strings look at how an LMS built for financial services can benefit your business.
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