Promote a Culture of Compliance

BAI Training Insights

Trusted, Accurate, and Relevant Online Training Courses for Banks & Financial Institutions

Experience a Better Way to Plan Training

Save time in developing and documenting training selections with BAI Training Insights, the innovative assignment planning tool in the BAI Learning Manager.

BAI Training Insights eliminates the need for manual paperwork by giving you a virtual, collaborative tool to plan efficiently across departments and locations giving you confidence that you are managing your organizational risk with your annual training.

Identify the Right Courses

No More Spreadsheets

In the financial services industry, identifying the right compliance courseware to assign to a group of learners can be a time-consuming and challenging process.

BAI’s Training Insights is a virtual collaboration tool that helps people in a financial services organization:

  • Identify the right courses to assign to a group of learners
  • Document their assignment-decision reasoning for regulators
  • Turn the course list into an assignment rule in BAI’s Learning Manager

BAI’s Training Insights provides risk reductions, productivity improvements, and the information needed to make smart decisions.

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Enhance Your Training Management

Simplify yearly planning, courseware selection and decision documentation. Gather data on roles, responsibilities, and organizational risks to identify appropriate, targeted training assignments to increase employee productivity

Share with other managers and leaders across your organization to boost collaboration and foster alliance while planning for an annual training.

Customer Story: Centennial Bank

Breaking Down the Barriers to Comprehensive Compliance with BAI Training Insights

Like many financial services organizations, as Centennial Bank grew, its existing compliance training program became difficult to manage, often requiring highly manual process. Discover how the bank has streamlined all compliance training planning with BAI Training Insights, an innovative tool in the BAI Learning Manager designed to help develop and document annual training plans more efficiently and effectively.


A New Way to Plan Training

Industry Leading Technology

Through comparative analytics based on the largest database of compliance training metrics in the financial services industry, leaders are able to see and understand how their peers are managing their training programs to address particular risks.

BAI Training Insights integrates with the BAI Learning Manager so leaders can leverage existing learner data.

Versatile, User-Friendly Courseware

Leaders can build efficient, effective training based on comparative analytics and BAI’s extensive and flexible courseware.

Key decision makers can provide input into training plans and tailor them by role, risk and individual responsibility.

Seamless Audit Preparation

Leaders can use the collaborative mapping wizard tool to strategically determine which courses–and how many–should be assigned to which employees.

Decision reports keep your organization audit-ready by electronically documenting not only what was assigned, but why it was assigned.

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Better Courses and Better Tools So You Can Do Better Work

Your financial institution is part of the community. Our courses help you serve your employees and the people depending on you.