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
Increase your organization’s production and efficiency with smart, automated solutions for training delivery, risk management and Medicare certification.
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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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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.
Everything you need to deliver an immersive training experience including role-driven training, virtual coaching, blended-learning and a full suite of admin tools.
LEARN MORE “We needed an LMS that would connect our agent’s learning progress to one of our internal systems to meet compliance regulations. Pinpoint's knowledge of the industry and innovative ideas allowed us to mold their base LMS to exactly what we needed! We liked it so much we bought 4 more to use for our other distribution groups!”
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 for less than the competitors.
LEARN MORE “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!”
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.
LEARN 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.”
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.
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.
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.
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.
“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”
See how Pinpoint’s LMS for Enterprise can help you offer a better way to train your entire organization.
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