Saifr™ and Pinpoint are partenering to integrate artificial intelligence (AI) workflow for financial services

“Through our integration with Saifr, our clients can access the AI tools they need to help create compliant content more efficiently.”

Bob Sullivan
President and CEO of Pinpoint


Online platforms that adapt to your business

Increase your organization’s production and efficiency with smart, automated solutions for training delivery, risk management and Medicare certification.


Whether you’re ramping up new hires, rolling out new products or keeping everyone in compliance — knowing where your team members stand is the key to your organization’s success.

Pinpoint Global’s Online Solutions leverage automation and your organization’s business rules so you can build stronger teams, track progress and intelligently manage risk.

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Trusted by top companies

Your online training platform should meet the specific needs of your organization

Pinpoint’s training platforms are configurable to meet the demands of both your industry and your company, so your Learning Management System (LMS) functions as an extension of your unique brand.


Smart tools and technology to train your teams, monitor progress and keep them engaged

Everything you need to deliver an immersive training experience including role-driven training, virtual coaching, blended-learning, and a full suite of admin tools.

“In the past, our training was delivered live via webinar or in-person. Organizing large groups of people was impossible, and tracking attendance was a nightmare. Pinpoint’s LMS allowed us to streamline the delivery, tracking and reporting of training to our audiences, which saved us money by reducing the need for in-person training. We’ve since greatly expanded our training content delivery and department and now cover hundreds of topics at any given time. Pinpoint is a great company to work with, and they have great people who go the extra mile to deliver an LMS that works for you!”
Aaron Krause
Director of Training & Practice Development
Waddell & Reed, Inc


Prepare your Medicare agents to sell with an all-in-one training platform

Train Medicare agents to sell your unique product offerings while satisfying national certification requirements within the same learning environment. Pinpoint’s National Medicare Training certifies agents to sell in half the time and at half the cost of competitors.

“Pinpoint should be high on your list for consideration. Their understanding of learning management systems, instructional design and the CMS-requirements for Medicare Certification make them a valuable partner both to Medica and myself. The ongoing support and innovative solutions I receive from the Pinpoint team continues to exceed my expectations! Keep up the good work!”
Karen Hanson
Sales Training and Program Manager


Increase efficiency and reduce risk by moving compliance requirements online

Work in finance or insurance? Satisfy the most common FINRA regulations with over 16 SEC 17a-4 compliance modules, including Outside Business Activity, Annual Compliance Meeting, Firm Element and more.

“The automation and tracking provided by the platform has been extremely well-received by RJL’s registrants. Now, it’s as simple as one mouse click for advisors and RJL compliance personnel to review registration status and take action on CE and IIROC requirements.”
Jeevan Dhamrait
Vice President, Operations
Raymond James


Solutions and tools built around how you do business

From integrating legacy data from proprietary systems, to supporting the delivery of specialized training initiatives, Pinpoint’s talented software engineers can extend the functionality of any of their learning solutions for an experience that looks and feels like you.

Additional benefits with strategic partnerships

Load up your new learning platform with high-quality training in over 100 categories

Whether you need to supplement your existing online curriculum or need a complete training library, GO1 has thousands of courses to train your team in sales, leadership, soft-skills and much, much more.

Fulfill CE credit requirements to sell specialized insurance products in your state

With over 100 course and available CE credits in all 50 states, National Underwriter has what you need to sell advanced insurance products wherever you choose to do business.

Why choose Pinpoint Global?

For over 20 years, Pinpoint has been the learning and compliance systems provider for some of the most discerning clients within highly-regulated industries. Feature-rich technology coupled with unrivaled customer support allows Pinpoint to consistently tailor systems that build effective teams for clients.

How Pinpoint helped Knights of Columbus increase site activity by over 35% using 2 new features

“Through easy navigation, customization, reporting, automation and content assigning, Pinpoint has helped me turn my vision of a one-stop-shop for all things training into a reality”

Jessica Kerr
Director of Virtual Sales Training and Development
Knights of Columbus

For the full story, download the case study


Request a personalized demo centered around your business

See how Pinpoint’s LMS for Enterprise can help you offer a better way to train your entire organization.

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