The finance and banking industry is moving to training management systems to onboard staff faster and reduce compliance risk. Administrate is the training management system of choice because it can connect with any existing technology to reduce operational burdens, insure audit-readiness, and connect training to business outcomes and bottomline ROI.
Managing instructor-led training with spreadsheets doesn’t add up
Stop wasting time with fragmented systems
Connect a training management system for finance and banking to your existing tech to unify training administration.
Meet regulatory demands
Forecast regulatory demands for training before they are a problem
Standardize training
Roll out new training quickly to local offices with standardized processes, data, and reporting.
Each brand had its own Frankenstein stack with unreliable systems held together with string. We were using ‘short-term’ solutions that had been limping along for five years, and instructors and learners were constantly working off mismatched materials.
With Administrate, you'll get
Effortless ILT
Plan, schedule, assign instructors and rooms across roles, regions, and compliance needs.
Always audit-ready
Stay ahead of FINRA, SEC, MiFID II, and AML deadlines with auto-scheduled refreshers and certification enforcement.
Integrate, don’t rebuild
Connect your LMS, CMS, HRIS, and ERP; no need for learners to adopt a new platform.
Real-time insights
Track training costs, completions, and risk exposure from a centralized, audit-ready dashboard.
Customer stories
Real reviews from Administrate clients
Wilmington PLC used Administrate to standardize training across their 11 brands
- Each brand keeps its own web experience, and all training runs on a unified infrastructure.
- 24/7 online booking across brands with real-time availability.
- Centralized DMS with version control across courses.
- Automated communications enable cohort-specific messages, reminders, and pre-coursework instructions.
Before Administrate, the learner experience was very inconsistent—as was our data, reporting, and processes management. Now, Administrate acts as our source of truth for data, handles planning and scheduling, and gives a reliable platform on which we will build new learner experiences.
Planning instructor-led training is so fast now. We used to build new ILT courses from the ground up, because the course data had no way to persist outside of spreadsheets. Now, if we want to make a new course, it’s just a few clicks to load the template.
Outcomes
Turn training into a compliance engine and a strategic asset
Administrate empowers finance training teams to scale, automate, and prove the impact of their ILT programs.
Bulletproof compliance, built-in
Improve your compliance posture by providing a centralized, automated platform to manage regulated training across roles, regions, and business units. Administrate ensures only qualified personnel are assigned to critical functions, automates refresher and certification tracking, and generates audit-ready reports aligned with FINRA, SEC, MiFID II, AML, and global regulatory standards.
Prevent regulatory breaches before they happen
Automate training completions, certification tracking, and compliance deadlines. Restrict access to critical tasks until training is complete. Centralize training data to reduce regulatory breaches and audit failures.
Cut costs and prove ROI
Replace manual logistics with automation. Real-time insights help accelerate onboarding, reduce admin overhead, and drive strategic decisions that align training with compliance and financial goals.
Resources
Resources for training professionals in Finance and Banking
Trusted by hundreds of companies and millions of learners
Frequently asked questions
Automating eLearning is likely already done. It’s a matter of automating what’s likely being run off spreadsheets and ad hoc processes now. That’s all the instructor-led training that requires rooms, materials, and certified instructors. A training management system was designed to help you automate the ad hoc.