A financial services LMS built around the record.
In a regulated firm the training matters less than the evidence that it happened, to the right people, on the right version of the policy. This financial services LMS assigns by role, collects the attestation, and keeps the trail an examiner will ask to see.
A regulated compliance program, ready to copy
Meridian Financial runs its annual compliance cycle from this panel. Click through the AML and conduct modules, the attestation exam and the escalation automations.
Like it? The compliance cycle copies into your space with the attestation trail wired up. Put your own policies in afterwards.
What a banking LMS has to get right
In a regulated firm, an incomplete record is the finding. Each of these is already handled.
Regulated recordkeeping with retention
attempts, scores and dates kept for the required period
6 yearsRole-based mandatory assignment
advisers, ops and IT each get their own set
rule-drivenSigned attestation per policy version
the record shows which version was acknowledged
versionedAnnual cycle that runs itself
kickoff, reminders and escalation without a coordinator
automaticExaminer-ready export
one file per quarter, no assembling it by hand
exportableSeparate spaces per entity or branch
group-wide view for compliance, local view for managers
per entityWhen the examiner asks, the record is already assembled.
Copying is free. Keep the attestation and escalation logic, put your own policies and role map in, and the annual cycle stops being a project.