Saba for Financial Services

Address risk and regulatory challenges, extract operational efficiencies, deliver exemplary customer service, identify and develop top talent

The Global Financial Crisis of 2007-2008 changed the financial services landscape forever.  The pressure to introduce innovative products and services, deliver exemplary customer service, extract operational efficiencies, and demonstrate growth while at the same time managing risk and the new regulatory environment has placed new demands on every financial services business. Ensuring that your talent is ready and able to meet these demands is what we do.


  • Gain real-time visibility of your team's compliance status
  • Rapidly assign regulatory training leveraging machine learning
  • Build observational checklists
  • Implement high-stakes testing and assessment

Extract operational efficiencies

  • Onboard new employees faster
  • Cut training delivery costs with integrated virtual classrooms and social learning
  • Improve productivity and reduce expenses by delivering learning to the palms of your workforce via mobile
  • Identify and reward your key performers via intelligent compensation recommendations

Deliver exemplary customer service

  • Provide training without taking your support agents off-line
  • Measure, communicate and track customer service goals
  • Respond faster and more accurately with embedded knowledge sharing and collaboration
  • Promote social recognition and create a performance culture
  • Improve employee engagement

Identify and develop top talent

  • Discover the best candidates with intelligent recruiting (whether they are external or internal)
  • Provide personalized and intelligent onboarding that allows your new hires to get to value faster than ever
  • Leverage the wisdom of the crowd to identify your top performers
  • Provide dynamic succession plans for your key talent
  • Identify gaps and expedite the development of necessary skills
  • Constantly and intelligently build development and career plans

Increase your revenue generated per headcount and shorten time-to-market

  • Launch complex financial products faster across your entire value-chain
  • Develop your employees to cross-sell and upsell
  • Provide just-in-time knowledge to the point of sale via mobile to help improve win rates
  • Motivate your sales team members to deliver results faster

Build an engaged workplace

  • Track personal aspirations and align programs to self-development goals
  • Build social engagement and connectivity with groups, tweets, follower/following
  • Enable knowledge sharing and collaboration with contributions, blogs, real-time collaboration
  • Allow dynamic and peer-to-peer recognition via impressions and badges
  • Motivate interaction and communication internally