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Financial Services

Keep your financial institution secure, compliant, and skilled for the future

The financial industry faces four key challenges: new and shifting regulations, advanced cyber-attacks, changing customer expectations, and skills gaps for emerging technologies of the future. Totara can help your institution stay compliant and agile with its best-in-class talent experience solution. 

Minimize risk and empower your people with an adaptable and scalable solution that can meet the needs of every specialty within your organization.

Mitigate risk and stay agile to shifting regulations
  • Deliver compliance training based on role, location, job function, and more
  • Track course completion and skill competency – be audit-ready 
  • Ensure compliance across your entire organization and extended enterprise to keep everyone safe
Protect against cyber attacks
  • Deliver the training your people need to stay savvy to increasingly advanced cyber attacks
  • Train your workforce on regulations for keeping data and customers safe
  • Deliver “just in time” training to counter evolving threats


Chosen by renowned financial services institutions like Western Union, Rabobank, and Santander, Totara is a secure talent experience software for financial service businesses that’s adaptable and scalable.

Meet changing customer expectations
  • Upskill your people to navigate a hybrid digital and in-person customer service experience
  • Deliver learning to third-party vendors outside your organization for the best client experience
Close skills gaps
  • Assess skill competency and assign additional training
  • Identify skill gaps and create a learning playlist to help employees grow


“Upgrading from Moodle to Totara was a huge step at our organization providing a more suitable learning management platform for our learners and support staff.”
Endre Nagy,
IT division leader, Generali Insurance

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