Learning Management Systems \(LMS\) Overview

Financial Distributor Services

Investment Products

Mutual Funds

Stocks and Bonds

Exchange-Traded Funds (ETFs)

Structured Products

Retirement Plans

Insurance Products

Life Insurance

Health Insurance

Annuity Contracts

Property & Casualty Insurance

Advisory Services

Wealth Management

Financial Planning

Estate Planning

Tax Planning

Banking Services

Savings and Checking Accounts

Credit Facilities

Payment and Transfer Services

Research and Analytics

Market Research

Portfolio Analysis

Credit Ratings

Client Services

Account Management

Educational Resources

Customer Support

Customer Training in LMS Platforms

Definition of Customer Training

Importance

Increases product adoption and maximizes customer success.

Goals

Enhance customer experience, reduce support costs, and promote self-sufficiency.

Tools

Use of e-learning modules, webinars, and interactive content.

LMS Features for Customer Training

Course Management

Progress Tracking

Certification

Analytics

Accessibility

Types of Customer Training

Self-Paced Learning

Instructor-Led Training

Gamification

Video Tutorials

Interactive Learning

Benefits of Customer Training

Reduced Support Tickets

Improved Customer Satisfaction

Increased Product Usage

Customer Retention

Brand Advocacy