Equip Your Team. Elevate Your Training. Stay Ahead.
DigitalChalk Powers Learning for Banks, Credit Unions and Investment Educators. Deliver seamless compliance, upskill
employees, and educate customers with a learning platform built for financial leaders like you.
How DigitalChalk Helps Banks and Credit Unions Succeed
In finance services and banking, staying ahead isn’t just about numbers, it’s about knowledge and service. Whether you’re a bank, credit union, or investment educator, the DigitalChalk Learning Management System (LMS) helps you streamline training, reduce risk and drive customer and employee success. Here’s how:
Ensure Compliance &
Reduce Risk
Regulations constantly evolve, and non-compliance can mean hefty fines or reputational damage. An LMS automates compliance training, tracks completions, and provides audit-ready reports so your team is always up to date.
Accelerate Employee Expertise
From onboarding new hires to upskilling financial advisors, an LMS delivers structured, engaging training that helps your team serve customers with confidence. Certifications, knowledge checks, and role-based learning paths keep your workforce sharp.
Educate & Engage Customers
A well-informed customer makes smarter financial decisions. Use an LMS to create interactive courses on mortgages, investments, and financial literacy building trust, loyalty and long-term relationships with your clients.
With DigitalChalk, you get a powerful LMS designed to help financial institutions train smarter, stay compliant, and grow their impact.
Powering hundreds of Banks, Credit Unions, Financial Firms and
Financial Training Providers
Over 60,000
pre-and-post licensure courses
delivered to learners in 2024.
Over 1.5 Million
test questions responded by
learners in 2024.
Over 15 Years
of experience providing trainers with a
platform built for their needs.
Why DigitalChalk for Financial Services?
Easy for All Learners to Use
DigitalChalk is perfect for diverse workforces, offering an easy-to-use interface accessible from any internet-connected device, multilingual capabilities, and compliance with ADA requirements.
Advanced Features Built for
Compliance with CE regulations.
DigitalChalk simplifies continuing education by automating tracking, offering courses with required checks, creating tests, and providing reports for CE completions and regulatory requirements.
Powerful eCommerce Engine
DigitalChalk simplifies course sales, offering custom landing pages, course bundles, discount codes, and Stripe integration. Increase revenue effortlessly with our comprehensive training and certification solutions.
Easy to Build, Buy and Update Courses
Create custom, role-specific content. Use off-the-shelf and repurpose existing videos, recordings, PowerPoints, and PDFs. Update with ease, save time and money, and increase learner satisfaction.
Fanatical Support for Admins and
Learners
Implementing or upgrading an LMS can be overwhelming. DigitalChalk provides free fanatical support, assisting you and your learners every step of the way.
A Comprehensive Suite of Tools
Our banking LMS takes every detail into account with a complete feature set.
- Powerful reporting engine
- Automated reporting
- Custom training paths
- Certification management
- On-the-job training management
- Integrated eCommerce
- 1000s of integrations
- Customizable branding
- Integrated safety course bundles
- Customizable security roles
- domiKnow authoring tool included
- Single Sign-On (SSO)
- Mobile training
DigitalChalk has won numerous
awards, and industry experts widely recognize us as a top LMS
Award-winning DigitalChalk continues to prove itself the top LMS on the market, working to make Continuing Education and Certification accessible and engaging. With over 13 million test questions answered and 82 years of video content delivered, DigitalChalk is continuing its legacy of success.
See the DigitalChalk difference by requesting a demo today!
