Financial services

Simplify compliance for your financial services company

Simplify compliance and focus on potential

As a business, you must fully comply with industry standards to deliver a superior and consistent customer experience.

Your people require training wherever they are, and we deliver

Kallidus delivers the same outstanding learning to executives, branch managers, temporary staff and partners wherever they are.

Developing your workers for future roles

Knowing how to motivate your workers is a critical skill that can lead to the development of your company’s future leaders.

See how we help other financial services businesses like yours

Take a look at some of our financial services customer stories

Future proofing learning at Provident Financial Group

Delta Capita JDX Logo banner

JDX modernizes its approach to learning

Make it easy for employees to complete essential training

Remove obstacles standing in the way of compliance so your learners can focus on their development

Simplify compliance with Kallidus off-the-shelf courses

Keep your company operating
at its best with accurate reporting

Operate at top speed with a fully compliant workforce

Simplify compliance with robust reporting from Kallidus

Improve manager advocacy with tools for your managers to support development

Provide managers with tools and templates to support and develop their people and link to business outcomes

Courses specifically for the financial services industry

Take a look at the Kallidus Off-the-shelf courses for the financial services  industry

Financial Wellbeing

This course provides practical tips for managing our financial wellbeing, and techniques to keep us moving forward (even when we don’t feel like it).

Criminal Finances Act (CFA)

An interactive and engaging online course on the Criminal Finances Act for employees.

Consumer Duty

This course explores the impact of the FCA's Consumer Duty on customer-centric practices in financial services, shaping ethical conduct and organizational excellence.

Preventing Money Laundering

An interactive and engaging online course on preventing money laundering for employees.

Energy Saving at Work ​

By establishing energy saving guidelines and practices, organisations can reduce their overall energy consumption, save money, and help reduce their environmental impact.

Why choose Kallidus?

Kallidus makes learning and development easy so that employees, managers, and L&D teams can deliver growth for your business

Heather
Learner

  • Easy to use, accessible user interface
  • Know what courses you need to do and enjoy doing them
  • Discover engaging e-learning content for personal development
Circular image of manager demonstrating leadership

Gordon
L&D Leader

  • Automate L&D reporting with compliance, performance, and engagement data
  • Drive learner engagement with self-enrolment, notifications, manager nudges, etc.
  • Proven implementation and customer success teams

Daniel
Team Manager

  • Link employee learning to team and company goals
  • Flexible review forms to empower managers during 1-2-1s and performance check-ins
  • Uncover training and skills development to bring the best out of your people

FAQs about how Kallidus supports the financial services industry

Does Learn LMS support mobile learning?

Yes, Learn LMS supports mobile learning. Learners can access courses on various devices, including phones, tablets, and computers, at their convenience. The platform is designed to work seamlessly on any device, ensuring that users can continue their learning journey without interruption. Additionally, Learn LMS includes an offline app capability for mobile devices, allowing learners to access content even when they are not connected to the internet.

Moreover, Learn LMS ensures compliance with industry standards and regulations, providing a secure and reliable learning environment. This means that all learning activities, whether accessed on a mobile device or a desktop, adhere to the necessary compliance requirements, ensuring data security and privacy for all users.

Does Learn LMS support native integrations?

Learn LMS supports a wide range of native integrations, ensuring seamless connectivity with various systems and tools. Learn LMS is designed to integrate with popular platforms such as HR systems, content libraries, and other enterprise applications to simplify compliance, enhance the learning experience, and streamline administrative tasks.

How many languages does Learn LMS support?

Learn LMS supports a vast number global languages with native translation. This ensures that learners can access content in their preferred language, providing a seamless and inclusive learning experience. New languages are always added. Visit the Kallidus Knowledgebase for a full list.

How do I know Kallidus is a good fit for my financial services company?

Kallidus is a great fit for your financial services company for several reasons. Firstly, we focus on simplifying compliance, which is crucial for financial companies dealing with safety and regulatory requirements. This can help ensure that all employees are up-to-date with necessary training and certifications.

Additionally, Learn LMS is designed to support deskless workers, who make up a significant portion of the financial services workforce. The platform provides tools to engage and retain employees across different or remote environments, which is essential for maintaining a skilled and motivated workforce.

We have a proven track record of helping companies achieve 100% compliance and improve employee retention through its user-friendly platform and comprehensive learning resources1. This focus on compliance and employee development can support your financial services company in developing a skilled workforce and improving operational efficiency.

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