Solutions
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 +44 (0) 1753211 904 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 toolbookuk@sumtotalsystems.com. |
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JP Morgan Chase & Co.
“With ToolBook and the SumTotal LMS, we are able to deliver over 300,000 operations and compliance CBT online completions and assessments each year,”
- William Loucks , e-learning technology manager.
"...If you are publishing to CD,
I would look seriously at ToolBook Instructor. You get a lot of flexibility and capabilities including Flash. There is also an outstanding user group that is very helpful..."
Leslie R. Hayden,
IT Technical Trainer, Jackson National Life Insurance Co.
"Bank Two - Fraud prevention training course for banking"
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