Banking & Financial Services

Compliance and skills training built for banks.

Train your staff, keep them compliant, and prove it — all on one platform built for banks, credit unions, and financial institutions.

Onboarding, product, and regulatory training with completion tracking, verifiable certificates, and audit-ready records — without an enterprise price tag.

Audit-ready recordsFlat price, unlimited staff
A banking professional
Staff trained
3,120
98% completion
Audit-ready
records up to date
2,740 certs
with renewals
Build for requirements

Structured compliance & skills programs.

Sequence mandatory training with prerequisites and no-skip video, so staff complete exactly what's required, in the right order.

Required, in the right orderPrerequisites & no-skip videoPrograms with a finale
AML & Compliance 2026Mandatory
Anti-Money Laundering
Completed
KYC & Fraud Awareness
44%
Data Protection
Unlocks next
Certificate
On full completion
Create rich

Policy, product, and skills training in whatever form fits.

Video
Policy PDFs
Assessments
SCORM
Surveys
Training recordsAll staff · live
Completed
3,050
In progress
62
Overdue
8
Activity logaudit trail
Cert issued · J. Avery · AML 202614:32
Module completed · KYC · 100%11:07
Enrolled · Data Protection09:20
Prove it

Audit-ready records.

Automatic completion tracking and a full activity log let you show exactly who was trained, on what, and when — ready before anyone asks.

Automatic completion trackingFull per-company activity logExportable, audit-ready
Certify

Certificates with renewals.

Issue verifiable certificates with expiry and renewal reminders, so recurring regulatory training never lapses.

Public QR verificationExpiry, revoke & reinstateAutomatic renewal reminders
Certificate lifecyclePublic portal · /verify
Active & verifiable
AML 2026 · expires Jul 2027
Valid
Expiring soon
Renewal reminder sent automatically
30 days
Revoke & reinstate
Full control if status changes
Scale it

Every branch, every department.

Assign managers by branch or department, each with their own dashboard and team — so training stays consistent across the whole institution.

Roles & permissions per branch/departmentIsolated teamsManager dashboards with scoped reporting
Managers & scoped reporting
Alex Chen
Retail Banking · 42 people
Manager
Sam Rivera
Compliance · 18 people
Manager
Priya Nair
Operations · 27 people
Viewer
Each manager sees only their own team's reporting.
Secure it

Security and privacy by default.

Content is served through secure, expiring links, data is fully isolated, and the platform is GDPR-first with consent and export built in.

Secure, expiring linksComplete data isolationGDPR-first · consent & export
The whole toolkit

Everything in your training platform.

Verify & audit
Automatic completion tracking · per-company activity log (full audit trail) · automated expiry & renewal reminders · document verification (ID/eligibility) where needed.
Certify
Verifiable certificates (5 templates, your signer) · public QR verification portal · expiry, revoke & reinstate · program certificates.
Build & author
Course builder with 5 layouts · multi-course programs with required sequencing · video, PDFs, downloads, rich text, images & embeds · quizzes, SCORM & surveys · attempt limits · drip, prerequisites & no-skip video.
Deliver & engage
Learner dashboard · course player with a progress stepper · automatic progress tracking · resumable programs · live progress bar.
Assign & manage
Enroll by invitation · roles & permissions per branch/department · isolated teams · manager dashboards scoped to their people.
Automate & report
Automated emails (assignment, reminders, completion, expiry warnings) · GoHighLevel integration · live dashboards & manager reporting · built-in support tickets.
Secure & private
GDPR-first with consent & data export · content protected by secure, expiring links · complete data isolation · white-label domain & login available.
Enterprise rigor — one flat price.
Start free
Done-for-you setup

Launch faster — we'll build it with you.

Our team configures your programs, roles, and reporting so you're training in days.

Academy creationCourse & program setupCertificate designRoles & branchesCustom domainEmployee importStripe setup
One-time setup
$100

From “thinking about it” to “live” without touching the technical side.

Get set up with us

Why banks & financial institutions choose Learn 360

Audit-ready

Completion tracking, activity log, and provable certificates.

Certificates with renewals

Recurring regulatory training that never lapses.

Every branch in sync

Roles per branch/department with scoped reporting.

Rigor, not enterprise price

Flat $100/month, unlimited staff — no six-figure contract.

Customer story

“Our people finish on time, the records are always ready, and we pay a fraction of what we used to.”

We moved every mandatory course onto one learning portal. My board actually applauded.

Paul Whitaker
Training lead · Credit union

Keep your institution trained and audit-ready.

Compliance, product, and skills training — without the enterprise price.