Get real-time notifications that advisors have passed your training and received their automated certificates. Leverage integration with Salesforce CRM, as well as Single Sign-On and our robust APIs. Correlate training results with sales performance to calculate ROI. Request a demo to learn more.
Educate financial advisors, brokers, insurance agents, and other professionals on your products, policies, and services whenever, wherever their schedule allows, on any device. Track trainee progress in real-time to ensure active learning. Segment, automate, and integrate large-scale training programs to reflect your unique channel strategy. Integration with Salesforce enables extended enterprise scalability and insightful reporting.
Make advisor, broker, and agent training a vital force that drives your business. Create compelling courses, manage large-scale programs, and track business impact.
Talk to a Trakstar Learn Product Expert for 15 minutes and determine if Learn is a good fit for your needs.
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