Financial Services

Optimize your training operations to stay on top of the markets

The world of investing is filled with ups and downs. Streamline your back-office team with the training scheduling system trusted by financiers around the globe.

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Training Management Software for financial services

Your financial services organization is a whole lot more than buying low and selling high. It encompasses hundreds of financial solutions and products that may range from the holdings of an index on the stock exchange to numerous insurance policies. Understanding everything your company offers is a major task for financial planners and associates to fully grasp without a structured training program in place.

With the average financial services company having close to 5,000 associates to train, are you still managing your training scheduling and operations with spreadsheets and manual tasks? A Training Management System (TMS) is a system that streamlines the entire training process including scheduling for ILT and VILT, resource utilization, instructor calendars, cost-tracking and reporting – to help your organization train more with less.

Training Orchestra’s Training Management System is software for financial professionals to run their training scheduling and operations. Instead of having your training admin and schedulers manually cross-comparing spreadsheets and calendars to plan course schedules and assign instructors, Training Orchestra lets you easily manage all your scheduling and operations planning in one system, so you’re not wasting valuable time fussing with spreadsheets.

#1

Diversifying & Expanding Talent

#2

Reskilling & Upskilling

#3

Embracing & Adapting Technology

#4

Enabling Learning Teams to Take Action

Reskilling & upskilling in the world of finance

Automation has made money matters simple for the average investor. But that doesn’t mean financial advisors and associates should sit on the sidelines. Financial organizations need to stay informed on the latest trends and tactics to exceed client expectations.

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Everything was so manual before Training Orchestra. Our teams were working 80 hours per week, just to support our training and minimal growth. Now, everyone is at 40 hours per week, and we have doubled the amount of training that we do! I can’t even express the amount of gratitude I have for the automation generated by Training Orchestra for our instructor-led and virtual instructor-led training programs.

- Director of Global Events & Operations, ACI Learning

Training Scheduling System for financial services organizations

Staying sharp is key to informing clients and closing deals.

Training Orchestra provides training managers in insurance, real estate, and the banking & finance sectors with the tools they need to organize successful learning for their teams without the hassle of spreadsheets.

Schedule courses & sessions

Schedule courses & sessions

Effortlessly schedule numerous training sessions financial professionals and analysts. Enough said.

Instructor selection portal

Instructor selection portal

Spend less time to screen the right trainers. Filter qualified trainers based on your criteria including availability, ILT and VILT delivery and certifications in seconds.

Cost tracking tools

Cost tracking tools

Never overspend on your training program. Forecast and plan for the proper training budget that fits your programs’ needs.

Track learner performance

Track learner performance

Stay on top of your training program and know in real time where you can improve the learner experience.

Global cloud support

Global cloud support

Fully supported no matter where your team operates in the world so you’re ready to schedule and get learning out fast.

Manage your training budget

Manage your training budget

Stay under your training budget and control the cost of training in real-time. Instant alerts notify your team how your costs are utilized.

Award & manage certificates

Award & manage certificates

Real-time status updates for license renewal, expiration, or retraining for your entire team of financial associates.

What can you accomplish with Training Orchestra for your financial firm?

Whether you’re onboarding new insurance analysts or upskilling seasoned investment bankers, Training Orchestra is the only TMS built to manage learning and continued education for financial services professionals all on one platform.

Below are some of the following uses cases Training Orchestra has been successful in implementing for partners in insurance, banking, and real estate:

Course scheduling tools allow you to plan virtual or in-person courses for analysts needing their Series 7 license or other FINRA licenses.

Instructor selection tools give you the ability to set advanced filtering to easily find and assign your best-qualified instructors based on financial industry certifications and expertise in financial products.

Budget and cost management tools allow you to take full control of your training budgets with the same accuracy as an investment portfolio. Our budget dashboard gives your back-office team on expenses for learning resources.

Get your team ready to go before the opening bell, no matter where they are. Schedule live or pre-recorded instructor-led training sessions catering to the needs of your international investment team.

Training performance gives your L&D team integrated insights into learners’ course performance for modules and lessons. From understanding the IMF regulations to current market volatility reports, milestone markers let you know where your team needs to create room for improvement.

Trade and sell policies only within the industry’s best practices. Integrated certificate renewals and refreshing tools inform training managers when a department is due for reskilling & upskilling for certifications by regulatory bodies including SEC, FINRA, and the Board of Certified Financial Planners.

Explore more from Training Orchestra

Want to keep learning? Explore our articles, customer stories, and the latest industry insights.

Book a Training Orchestra TMS demo now

Find out how to simplify your complex training operations so you can deliver more training with less:

  • Experience the leading TMS platform trusted by companies worldwide
  • Explore use cases for your organization's specific needs
  • See how to boost productivity for your training delivery team