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Talent and Performance Management Solutions for Financial Services

SumTotal’s talent and performance management solutions provide customers in the financial industry an effective way to provide their front-line with the knowledge and skills they need to be effective, while keeping them up-to-date on accreditation. In the highly competitive and regulated global marketplace, financial services companies need to look for new revenue opportunities and manage and track compliance, while ensuring customer retention and satisfaction.

SumTotal’s talent and performance management solutions help companies in the financial services industry capitalize on new revenue and market opportunities and increase employee retention by enabling them to deliver on-demand knowledge throughout a globally dispersed workforce and customer base. SumTotal also offers financial institutions, brokerages and insurance companies the ability to distribute, track and document compliance and accreditation training for complex government and industry regulations.

SumTotal Enterprise Suite is helping many of the largest financial services companies improve business performance by increasing the productivity and effectiveness of individuals and aligning them with the goals and objectives of the corporation. Our web-based platform delivers on-demand knowledge, events, collaboration and mentoring to field agents, brokers, claims representatives and customer service representatives - regardless of location. SumTotal's suite can assess employees against job and compliance requirements, identify gaps and deliver targeted knowledge to meet legal and business needs, while mapping that performance back to business objectives. Companies are able to quickly develop and retain their employees and boost their selling potential while reducing their time away from the job.

Partial Customer List

  • Accident Compensation Corporation
  • Alliant Credit Union
  • American Family Insurance Group
  • AMP Services Limited
  • AXA Group
  • Banco Bradesco
  • Banca Popolare di Vicenza
  • Bank Negara Malaysia
  • BBVA (Banco Bilbao Vizcaza Argentaria)
  • Bre Bank
  • Caja de Ahorros de Granada
  • Cash America International, Inc.
  • CC Services (Country Companies)
  • Chase Card Services
  • ChoicePoint
  • Citigroup Inc.
  • CNA Insurance
  • Coastal Banc
  • Credit Union Institute of Canada, CUIC
  • CUNA & Affiliates
  • CUNA Mutual Group
  • EquiServe
  • Experian Information Solutions, Inc.
  • Fannie Mae
  • Federal Reserve Bank of Atlanta
  • Federal Reserve Bank of New York
  • Fidelity Investments (FESCO)
  • Fidelity Investments (FIRSCO External)
  • Fidelity Investments (Retail)
  • First Allmerica Financial Corp
  • First Data Merchant Services
  • Fremont Investment & Loan
  • GMAC Insurance
  • Government Savings Bank
  • Greenpoint Mortgage Company
  • Health Care Services Corporation (HCSC)
  • Jackson National Life Insurance Company
  • JLT Group
  • Lehman Brothers Holdings Inc.
  • M&T Bank Corporation
  • Maybank
  • Missouri Employers Mutual Insurance
  • New Century Financial Corporation
  • New York Life Insurance Company
  • Nikko Cordial Securities Inc.
  • Nomura International
  • Pacific Life
  • Prudential Plc
  • Saudi American Bank (SAMBA)
  • Sentry Insurance
  • Shinsei Bank, Limited.
  • Sovereign Bancorp, Inc.
  • St. George Bank
  • Standard & Poors
  • Swiss Re Services Ltd
  • The Chubb Corporation
  • Tohmatsu
  • Toronto-Dominion Bank Financial Group
  • Trustmark National Bank
  • Wachovia Corporation
  • Wells Fargo Bank
  • Zenith National Insurance
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+61 2 9259 5541
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Download the Financial Services Solution brief to learn more about how SumTotal can strengthen your organization.

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