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Solutions Learning Management Systems Compliance Management Systems Medicare Certification Systems FINRA Courses News Events See How Schedule a Demo Solutions Learning Management Systems Compliance Management Systems Medicare Certification Systems FINRA Courses News Events See How Schedule a Demo Loading... Home ppgadmin 2019-07-17T18:09:59+00:00 LMS Intuitive and easy to use, Pinpoint’s Learning Management Systems are #1 in the financial services and health insurance industries. Learning Management Systems Compliance SEC 17a-4 compliant, Pinpoint’s Compliance Systems provide best of breed supervisory and risk management solutions. Compliance Management Systems Medicare Certification in under two hours, Pinpoint’s Medicare Certification Systems satisfy all your CMS requirements and monitoring needs. Medicare Certification Systems 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 The Challenge: AXA wanted a redesign that was aesthetically pleasing, intuitive and easily mapped to mobile devices. The site had to be consistent with AXA’s intranet site(s) and branding and maintain users’ course assignment and administrators’ rights. It also had to be cost effective. Deep links had to be simple to implement, cost effective, and generate automatically for all content uploaded. It had to support all third parties content providers and link to content located on the AXA intranet. Pinpoint’s Solution Pinpoint created multiple home page redesign options AXA and Pinpoint collaborated to iterate to final design choice Sub-pages designed based on home page look and feel Deep links implemented in a one-and-done manner AAVU upgraded to generate deep links automatically For more details download AXA CASE STUDY Clients Schedule a Demo Click edit button to change this code. SCHEDULE A DEMO Partners Events Federation of Business Disciplines Annual Meeting March 11 - March 14 2020 FINRA Annual Conference May 12 - May 14 ALL EVENTS FINRA Courses Starting a career in financial services? Our Sie Ace program has everything you need to prepare for the FINRA SIE Exam. “As a student planning for a career in finance, Pinpoint’s FINRA courses are an easily accessible and practical way to prepare for FINRA exams. In addition to the e-book, there are several resources available that provide you with ample study material.” -Stephanie Eliason, Coastal Carolina University Register for a free 7-day trial , or login if you already have an account . × Schedule a Demo [contact-form-7 id=”6″ title=”Demo Request”] SCHEDULE A DEMO Rating: A+ 9 Trafalgar Square, Suite 150 • Nashua, New Hampshire 03063 • Phone: 603-880-8130 • Fax: 603-880-8131 • Pinpoint Global Communications 2018. All rights reserved....
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