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Success Stories

The Challenge: Like many financial services companies, Waddell & Reed's LMS, W&R University, provides training and resources primarily to their adviser population. They needed to extend the LMS functionality to better support field leaders.

Specifically, they needed support for the leaders on W&R University LMS that would migrate paper–based tools and resources to online system. They also wanted track and report on field leader progress, making them benchmark field leaders among their peer group.

Pinpoint’s Solution

Leverage existing functionality and create an extension of W&R University instead of creating a new site
Automatically direct leaders to the leadership page
Incorporate key W&R leadership principals on portal
Leadership development training—Model Work Week (MWW),RVP checklist and reports
Build out roadmap for future offerings for leaders— success roadmap, recruiting tracking, Leader library and Video coaching

For more details download
WADDELL & REED CASE STUDY

The Challenge: Provide a solution to satisfy the NAIC Annuity Suitability model regulation, whereby those selling annuities must be certified against the Company's products they sell, and the state(s) they sell in.

The solution would need to allow easy access via self-registration, clear indication of state and product training requirements, and integration with business processing systems.

Pinpoint’s Solution

Self registration based on the user’s NPN, or Seamless Sign-on
Intuitive user dashboard clearly displaying both state and product training requirements
Just in time training displayed based on user’s states and selling agreements
1- click access to state approved NAIC annuity suitability courses
Email notifications for new or deficient training requirements
Robust reports to track user progress and enrollment
Outbound completion feeds to internal systems

The Challenge: AIG needed to establish an online process leveraging AIG's Career Campus producer portal.

They also needed dashboards for agents, marketing and compliance to manage submission status and a support library for approved materials for agent reference and re-usage.

Pinpoint’s Solution

Access dashboard and smart form via link on AIG intranet
Make form completion and submission process simple
Integrated reporting – measure average time from submission to approval, submissions by distribution groups and submission “type”
Total number of submissions handled per month increased by 33%
Time from submission to approval improved 50%
Agent dashboard provides agents real time access to submission status

For more details download
AIG CASE STUDY

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Our Sie Ace program has everything you need to prepare for the FINRA SIE Exam.

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