Financial & Professional Services

Build knowledge. Manage compliance. Develop expertise.

Deliver structured learning across regulated, knowledge-driven organisations, from onboarding and mandatory compliance to professional development, technical capability and leadership.

SynrgiseLearn gives you one environment to manage learning across roles, teams, branches and business units, with the visibility to understand what's complete, what's outstanding and where development is needed.
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When your people are your expertise development matters.

Financial and professional services organisations depend on the knowledge, judgement and capability of their people.

Employees need to understand regulations, internal policies, products, systems and processes. Professional knowledge must remain current. New employees need to become productive quickly. Mandatory learning needs to be completed and recorded. Specialists need ongoing development, while future managers and leaders need to be built. And across a large organisation, those requirements differ significantly by role, department and level of responsibility.

SynrgiseLearn gives you one place to onboard, train, develop and maintain visibility over learning across your organisation.

One platform for workforce development

Employee Onboarding

Give every new employee a structured introduction to your organisation and their role.

Compliance & Regulatory Training

Manage mandatory learning, recurring requirements, policies and training records.

Professional Development

Support continuous learning and the ongoing development of specialist expertise.

Product & Service Knowledge

Keep employees current on the products and services they advise on, sell or support.

Skills & Competency

Build structured development around the capabilities different roles require.

Leadership Development

Develop managers, specialists and the next generation of organisational leaders.

Key Capabilities

Build learning around the way your business operates

The learning requirements of an adviser, accountant, consultant, analyst, administrator, compliance specialist and senior manager aren't the same.

SynrgiseLearn allows you to structure learning around your business units, departments, branches, roles, professional disciplines and employee groups.

Structure learning around:

  • Companies and business units
  • Divisions and departments
  • Branches and locations
  • Professional disciplines
  • Job roles
  • Management levels
  • Products and services
  • Employee groups
  • Regulatory requirements
  • Skills and competencies
Employees receive learning relevant to their responsibilities while HR, L&D and compliance teams maintain visibility across the wider organisation.

Make compliance part of the learning environment

Large retail and FMCG organisations already operate complex technology environments. Employee information may originate in HR or payroll systems. Authentication may need to be centralised. Organisational information may change frequently as employees move between locations.

SynrgiseLearn can integrate with other systems and processes to reduce duplicated administration. Depending on your requirements, this can include:

 

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Mandatory Training

Assign required learning to the employees who need it.

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Recurring Requirements

Manage learning that needs to be repeated periodically.

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Assessments

Verify understanding where completion alone isn't enough.

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Policies & Procedures

Deliver important organisational policies and maintain relevant learning records.

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Certification & Validity

Maintain visibility over relevant certifications and expiry requirements.

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Training History

Keep a historical record of employee learning and completion.

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Audit Ready

when evidence is required

Searching through spreadsheets, email trails and separate training records after the fact creates unnecessary risk and administration.

SynrgiseLearn gives authorised teams visibility into learning activity and historical records across the organisation.

Monitor:

Completed training

Outstanding training

Overdue learning
Assessment results
Training history
Filter information according to organisational structures such as business unit, department, branch, role or employee. This helps your organisation maintain a clearer record of what learning took place, when it happened and who completed it.

Connext

Performance & Talent

For knowledge-based organisations, employee development is closely connected to performance and progression.

Performance Management

Connect objectives, reviews and development requirements.

Talent Management

Support career development, capability building and succession.

Skills Development

Understand development needs and coordinate workforce learning.
Customer Training

Give managers visibility into development

Learning shouldn't only be visible to HR and L&D. Managers need to understand whether their teams are completing required learning and where further development may be needed. SynrgiseLearn can provide appropriate visibility according to organisational responsibility.
Business Unit
Department
Branch
Team
Managers gain visibility into the people they're responsible for while central teams retain organisation-wide oversight.

Connect SynrgiseLearn with your technology ecosystem

Large retail and FMCG organisations already operate complex technology environments. Employee information may originate in HR or payroll systems. Authentication may need to be centralised. Organisational information may change frequently as employees move between locations.

SynrgiseLearn can integrate with other systems and processes to reduce duplicated administration. Depending on your requirements, this can include:

  • HR and employee systems
  • Single Sign-On
  • User provisioning
  • Business applications
  • Content platforms
  • External learning systems
  • Reporting and data requirements
  • Custom integrations
Our team works with you to understand the requirement rather than expecting your organisation to adapt around a fixed integration model.

Enterprise security

Secure Flexibility

When learning becomes organisation-wide infrastructure, security and reliability matter.

Secure Operations

SynrgiseLearn is designed to support organisations that need controlled access, appropriate user permissions and dependable platform operations.

Role Permissions

Your environment can be configured around different roles and levels of responsibility so that users have access to the functionality and information appropriate to them.

Technical Flexibility

For organisations with specific security, hosting or integration requirements, these can form part of the implementation and technical discovery process.

Built around your operation Not ours

Financial and professional services organisations often have processes that don't fit neatly into an off-the-shelf LMS. Your compliance model may be different. Your organisational structure may be complex. You may need specialist reporting or integrations. Your professional development model may be unique. SynrgiseLearn combines a configurable platform with access to the people who implement and develop it.

Configure: Structure the platform around your brands, locations, roles and learning requirements.

Integrate: Connect SynrgiseLearn with the systems and data your organisation already uses.

Extend: When configuration isn't enough, our development team can build additional functionality around your requirements.

Evolve: As your organisation and learning strategy change, your environment can change with them.

Corporate LMS Implementation and Support Journey.

Implementation is part of the solution

Enterprise LMS projects don't succeed because somebody creates an administrator account and sends over a help centre link.
Our team works with you through the implementation process to understand your organisation, configure your environment and prepare your people to operate it.
SynrgiseLearn Corporate LMS displaying off-the-shelf eLearning course categories for employee training, compliance and professional development.

Build capability into every part of your operation.

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From the production floor to the dealership, give your people the knowledge, skills and development they need to work safely, maintain standards and perform at their best.