ToolBook as an Authoring Solution for Financial Services
ToolBook provides customers in the financial services a cost effective rapid development environment to online learning content, assessments, certification and meeting all the compliance requirements.
In the highly competitive and regulated global marketplace, financial services companies need a rapid content development solution for providing fast training to its work force, sales folks, customers, field agents, claims representatives, customer service representatives and brokers. ToolBook as an integrated solution makes it easy to create assessments, certifications and meeting all compliance requirements.
Global financial institutions like JPMorgan, HSBC, and others - are meeting SEC and Government compliance requirements easily using ToolBook thus reducing their time spent away from job.
Partial Customer list
- TD Bank (Canada)
- JPMorgan Chase
- GMAC Mortgage
- Transamerica Retirement Services
- Western Union
- First Data Corp
- Boston Financial Services
- DST Systems
- Barclays Bank
- AXA Financial
- American Express
- Ameriquest Mortgage
- New York Stock Exchange
- Sallie Mae
- KPMG
Contact SumTotal
If you would like to speak to a ToolBook representative, use the contact information below.
To contact us, call 1-866-SMTOTAL (866-768-6825) and ask to speak to one of our ToolBook representatives, or fill out the Call Back Request form to have us contact you. You can also reach us via email at sales@sumtotalsystems.com.
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