Financial Services

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Develop and engage employees and clients

To compete today, financial services companies need a strategic people development platform embedded with technologies like mobile and social to enable world-class learning, collaboration, talent development, and compliance management. Saba helps leading financial services companies around the world transform their people-centric business processes for developing competitive competencies and delivering continuous value via just-in-time training while engaging deeper with clients and managing employee certifications for compliance. Organizations at the next level of maturity leverage Saba for their leadership development, workforce planning, and succession planning to effectively manage risk.

Business results: better customer service, more effective risk management, higher customer loyalty, expansion into new markets, and a greater "share-of-wallet."

Turn Compliance Into Competitive Advantage

Financial institutions have to constantly remain in compliance with changing regulations by certifying their financial advisors while speeding up competence-to-business without increasing operational and structural costs. Leading institutions like Swedbank align learning and competency initiatives to their business imperatives. The result: compliance turned into a competitive advantage.

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Swedbank’s Story

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Develop and engage employees and clients

Increase Sales Productivity Saba helped Fifth Third Bank maintain sales momentum during a period of rapid expansion, growing from 4,000 to 20,000 employees, while meeting compliance objectives and reducing administrative costs. The result: 100% increase in unit sales for trained employees.

Fifth Third Bank’s Story

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Turn Compliance Into Competitive Advantage

Financial institutions have to constantly remain in compliance with changing regulations by certifying their financial advisors while speeding up competence-to-business without increasing operational and structural costs. Leading institutions like Swedbank align learning and competency initiatives to their business imperatives. The result: compliance turned into a competitive advantage.

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Scotiabank’s Story

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Promote a Strong Client-driven Culture

ABN AMRO centralized and standardized the supply of all training across a worldwide workforce. ABN introduced a blended learning program combining informal learning with classroom training while ensuring that training is available anytime and anywhere. They also wanted to create a more agile, client-driven culture and at the same time reduce travel significantly. 

ABN AMRO’s Story

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Manage mandatory training and certification of employees and business partners

Legal & General, one of the UK’s leading financial services companies, leverages Saba to administer mandatory training and certifications for its country-wide workforce and extended enterprise. Saba enables L&G employees and partners to fulfill their mandatory training requirements and obtain certifications required to sell a wide range of regulated financial services products.

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Legal & General’s Story

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Gain Visibility Through Expansion of Informal Learning

Mitsubishi UFJ Securities accelerates its growth to meet its company’s goals by extending its on-the-job training with professional development and job-specific training while eliminating the time and expense of travel. Saba helps Mitsubishi meet the need for certification in areas such as brokerage while enhancing the quality of training required to sell highly sophisticated products.

Mitsubishi UFJ Securities Co., Ltd.’s Story

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