Next generation learning for financial services

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Global financial institutions harness Sana to transform learning outcomes in areas ranging from upskilling to compliance. Personalized learning empowers associates with the knowledge they need to reimagine financial services.

Elevating sales performance

A leading financial institution is personalizing sales training and onboarding to reduce time to mastery. Managers harness Sana’s powerful learning analytics to pinpoint skill gaps and continuously improve sales performance.

"The addition of Sana’s AI technology allows us to add even more value for our learners, providing a personalized learning experience to help drive success.”

Mike Malee
President at Becker

Accelerating compliance training

A global bank employs Sana’s adaptive assessments to quickly identify the skill gaps and personalize compliance training to employees’ needs — simultaneously reducing time to compliance by 61% and improving learning outcomes.

61% reduction in time to compliance

Turbocharging upskilling

A forward-thinking bank is accelerating the upskilling of financial advisors with Sana’s personalized learning. Through individual learning paths, Sana accelerates time to mastery by 50% while improving engagement.