Ensure regulatory compliance and boost learning efficiency of financial teams


LMS365 enables financial organizations to deliver, track, and analyze regulatory training of advisors in hybrid work environments.


What is LMS365?

LMS365 is the only learning platform built directly into the Microsoft 365 suite of workplace tools. The platform makes it easier for financial institutions to manage and track online learning, ensuring that professionals are well-trained on compliance measures, information security practices, and other legal requirements.

As all information can be uploaded to a single database, LMS365 is much more time and cost-effective than running training in-person and more accessible for remote and hybrid financial teams.

Mitigate risk, automate compliance training, and stay prepared for the constantly changing regulatory demands of the finance industry.

Deliver Regulatory and Compliance Training in Your Familiar Microsoft Environment

  • Reduce regulatory risks by providing up-to-date compliance training on anti-bribery, anti-money laundering, PCI (Payment Card Industry), and Standard Operating Procedures (SOPs), all within Microsoft 365
  • Keep sensitive data secure in the trusted Microsoft Azure Cloud
  • Import SCORM and AICC content packages or build custom financial training in the LMS365 Course Creator
  • Track employee training through Power BI to ensure all security and data privacy regulations are met and well-understood by professionals

LMS365 supports financial service organizations in staying compliant and secure through training

See how LMS365 can safeguard your sensitive data and train your financial employees.