Finance

The Training Management System for finance and banking

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.

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

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.

Wilmington PLC logo.
“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.”
Anna Shaw Headshot.

Anna Shaw

Technology Product Director, Wilmington PLC

Customer stories

Real reviews from Administrate clients

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 logo.

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.

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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

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.

More about TMS
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.

Certification tracking

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.

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

Resources

Resources for training professionals in Finance and Banking

  • Card link
    John Peebles and John Leh How a TMS Reduces Risk

    Read

    How a TMS Reduces Risk

  • Card link
    training manager analyzing data

    Read

    Unlocking Training Data: Transforming Insights into Action

  • Card link
    John and Hisham discuss how Administrate makes it easy to deal with the complex audits and requirements needed to achieve quality certifications around the globe.

    Read

    DEMO: Quality Certifications Made Easy

Trusted by highly regulated, risk-averse enterprises

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.

Your GRC and LMS are musts. While the LMS tracks eLearning sessions, a training management system, like Administrate, can track the more convoluted instructor-led training that likely makes up a third of your learning program. From connecting data between the three systems to show training outcomes to tracking all learner interactions, to automating the ad hoc training process in order to minimize disruption to revenue generating employees and reduce administrative overhead.

Financial institutions reduce risk with training automation by using a Training Management System (TMS) to handle complex, instructor-led and compliance training operations that a Learning Management System (LMS) alone can’t manage. A TMS automates scheduling, communications, and reporting to ensure processes are followed, certifications remain current, and creates an audit-ready process

A Learning Management System (LMS) delivers and tracks digital learning, while a Training Management System (TMS) manages the operations behind instructor-led and compliance training. For banks, learners will nearly always interface with the LMS while the administrators managing the instructor-led training will utilize the TMS, which handles scheduling, instructor assignments, certifications, and audit reporting across regions. Together, they ensure seamless learning delivery and full regulatory compliance.

Ready to make compliance seamless?

See how Administrate can make meeting regulatory requirements painless for your training team.

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