Train
for trust
AI-powered learning shortens licensing prep, ensures compliance, and keeps teams market-ready.
Stay compliant, stay competitive
Financial services teams face constant change — new regulations, evolving products, and shifting client needs. Traditional training can’t keep pace, leaving compliance at risk and skills behind the curve.
Intellum fixes this. Our AI-enabled platform delivers personalized, audit-ready learning experiences that accelerate onboarding, simplify compliance, and keep advisors and staff performing at their best.
Platform capabilities for
financial services
Accelerated Licensing & Certification
Performance Insights
Automated Compliance Updates
- Deploy new regulatory content instantly and assign it to the right roles.
- Track completions with audit-ready reports.
Client-Facing Skills Training
- Use AI to recommend product refreshers and scenario-based training.
- Improve client satisfaction and retention.
Secure Learning Access
- Restrict access by role and location with enterprise-grade controls.
Powered by
Intellum AI
Creator Agent
Turn compliance updates, product changes, and regulations into structured training content in minutes.
Manager Agent
Assign compliance and skills training to the right teams automatically using natural-language commands. Capabilities expanding monthly via our modular intent framework.
Learner Agent
Acts as a personal AI tutor — reinforcing complex concepts, answering regulatory questions, and guiding ongoing development.
Proven
at scale
Global financial institutions
track licensing compliance for thousands of employees across multiple jurisdictions.
Top advisory firms
reduced onboarding time while maintaining 100% compliance rates.
Only with Intellum
The only AI-native learning platform that keeps your teams compliant, skilled, and ready to serve clients — without slowing down business.
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