Prepare front-line advisors to deliver your financial solutions with regulatory compliance.

The banking industry is evolving. Faced with nimble online competition and growing consumer expectations, financial institutions are diversifying their portfolios and customer service channels.

The banking industry is experiencing a transformation.

Undermining that progress is reliance on complex legacy IT systems that have evolved over decades, high staffing turnover and complex regulations, all of which relate to intensive training requirements.

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Growing portfolio of complex financial offerings
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Widely varied culture across branches and divisions
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Evolving regulatory and compliance requirements
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High turnover with specific financial training required

iTacit helps banks and financial institutions to:

Quickly communicate changes in policy and financial products

Financial institutions have a growing portfolio of complex financial offerings and ever-changing policies. Build a central knowledge base and target communication by role, team or location.
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Build corporate culture across branches and divisions

Unite various branches and divisions while promoting a common corporate culture and social interaction all
within your own secure, branded app.
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Optimize regulatory processes and compliance tracking

Stay on top of evolving regulatory and compliance requirements with team and compliance tracking as
well as automated learning paths for advisors.
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Enable cross-branch staffing flexibility and automate training.

Enable flexible staffing and continued learning with a fully functional Learning Management System (LMS) and automated learning paths.
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  CASE STUDY – MULTI-LOCATION OPERATIONS GROUP

Communication app improves team performance and builds efficiencies.

SNAPSHOT

Facing rapid growth and an abundance of systems, staffing inefficiencies were a key issue in this disconnected workforce. Front-line workers were mostly reached by paper, physical bulletin boards or in-person by managers.

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90% of registered employees access the iTacit mobile app.

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Over 70,000 messages were exchanged on iTacit’s platform in the last year.

L

Reduced use of corporate email addresses.

A platform that meets the unique needs of manufacturing operations.

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