Finance

Administrate for finance training

With so many commas at stake, the most critical training is often performed live by human instructors. Run compliance-driven ILT with less effort across every region, regulation, and role.

A presenter gestures at a large display showing charts and analytics, overlaid with alerts about blocking issues, low fill rates, and events with problems.

Why Administrate

Financial training: fully automated and audit-ready

Instructor-led training is essential for financial institutions, but it’s hard to manage at scale. Administrate simplifies logistics, integrates with your compliance stack, and automates the workflows that keep you audit-ready.

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.

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.

Interface showing automated training triggers for FINRA compliance with configurable timing and audience settings.
Hands typing on a laptop showing an access denied message, overlaid with a training reminder about overdue SEC renewal training.

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.

A training administrator smiles while viewing a tablet and receiving automated alerts about training progress and reminders.

Customer stories

What customers say about us

Maersk Training logo.
“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.”
Kenneth Thomsen headshot.

Kenneth Thomsen

Chief Digital Officer, Maersk Training

Siemens Healthineers logo.
“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.”
Headshot of Melissa against a white background.

Melissa Standard

Head of Innovations Operations Enablement, Siemens Healthineers

Trusted by highly regulated, risk-averse enterprises

Frequently asked questions

Yes. Administrate is enterprise-grade by design. We’re SOC 2 Type II certified, ISO 27001 certified, and HIPAA compliant. Check out our Trust Portal for more information.

Truly! Our customers reduce the manual work of cross-checking spreadsheets against calendars and their LMS by up to 90% within the first 90 days.

Your LMS delivers content and powers the learner experience. Administrate handles the ILT planning, scheduling, logistics, communications, and audit reporting all in one place, eliminating manual processes and reducing risk.

Yes—certificates can be awarded based on custom learning paths, job roles, or regional compliance requirements.

Resources

Resources for training professionals in Finance

Integrations

Automate, connect, and control every part of your training operations from one platform.

Video

Understand how Administrate’s reporting engine makes it easy to deal with audits.

Blog

Transform live training into predictable revenue for finance and regulated industries.

Ready to make compliance seamless?

See how Administrate can make meeting regulatory requirements painless, in just 90 days.