Automating Compliance Training for a $23 Trillion Industry for a US-based Client
Client Organization
Our client is a premier national organization that acts as the central nervous system for the entire banking ecosystem in the United States. Serving banks of all sizes and charters, their core mission is to strengthen the nation’s financial industry by providing vital professional training, critical certifications (like the CRCM and CTFA), and indispensable compliance guidance. They represent an industry with an enormous collective scale, and their educational delivery platform is a mission-critical tool for maintaining professional standards and regulatory adherence nationwide.
Project Brief
The main goal was to eliminate the operational chaos caused by disconnected Learning Management Systems (LMS) and manual administrative work. We were commissioned to build a sophisticated, bi-directional integration solution with their Cornerstone OnDemand (CSOD) LMS platform. The vision was to create a unified financing framework for learning—a seamless system that could automate user management, track complex certifications, and provide instant, auditable compliance reports across their entire member base. This was about shifting their focus from burdensome paperwork to impactful training content.