BAI Learning Manager

Deliver Training with Ease

Facilitating compliance and professional development training is easy when you have the powerful tools you need to build and deliver tailored training programs. Developed by BAI specifically for the financial services industry, the BAI Learning Manager is the powerful learning management system you need.

Book a Demo

This one-stop LMS was designed specifically for financial services organizations and features streamlined planning, assignment and management of your training programs. With the latest in e-learning technology, you can adapt and grow your training program while creating efficiencies across your organization. The BAI Learning Manager includes:

  • Career Pathing configuration software
  • User profiles with badging
  • Student Dashboards
  • Student Course Favorites
  • Manager Dashboards
  • Custom Catalog management
  • User-friendly catalog with advanced search, browse, and filter functionality
  • Skills tracking
  • Succession planning
  • Courses launch in one click and courses are moved to the learner’s transcript upon completion.
  • Learners, managers, training administrators and instructors can leverage dashboards to access quick visual summaries of learning assignments, progress, and overall performance.
  • Annual planning is available electronically through BAI Training Insights, allowing for more efficient and effective collaboration across your organization.
  • Learning plans easily roll from one year to the next, while allowing you to add or remove course assignments.
  • Course assignments automatically and seamlessly adjust, as employees move across the organization, providing new training needed without re-assigning previously completed courses.
  • Course re-take limits are easy to set and change.
  • Brand the BAI LMS with your logo and brand colors.
  • Adapt BAI courseware course content and assessments to incorporate information specific to your organization.
  • Design training based on job function, hire date, department, and other criteria with the click of a button.
  • Manage Instructor-Led Training including scheduling, wait-listing, self-enrollment, and attendance tracking.
  • An assignment engine is designed for automated and highly targeted training plans.
  • Notifications are automated for new training assigned, assignment due and training overdue to help keep learners and managers informed on training status.
  • Your entire training program can be tracked in one place, electronically, including webinars and in-person training sessions.
  • BAI’s learning management system can be integrated with your HRIS so you can unify your training program with your HR data and processes.
  • Completion reporting is designed specifically for regulatory examination needs.
  • Create and review reports that can then be analyzed, delivered automatically, and easily exported for audits and federal examinations.
  • Reports are easy to design and tailor for your specific needs and schedule for automatic delivery.
  • Your training history with BAI is never deleted or removed.
  • Terminated user records are easy to include or exclude from reports.

BAI Learning Manager Options

Since the training needs of every organization are unique, BAI offers three subscription options for the learning management system. This allows you to choose the BAI solution that is right for your organization.

BAI Premium offers a robust solution with the ability to personalize training while BAI Essentials is a more streamlined offering and BAI Essentials Plus provides all the benefits of BAI Essential, with access to BAI Training Insights.

By streamlining training planning and management with the BAI Learning Manager, your team is free to focus on core job functions, and your training investment saves valuable time in the long run.

For privacy reasons YouTube needs your permission to be loaded. For more details, please see our Privacy Statement.
I Accept


Explore Searchable Course Catalog

Search our course catalog to see how BAI can meet your unique needs.

Course Catalog

Transform the Way your Organization Plans Training

Experience a better way to plan your annual training. BAI Training Insights is an innovative planning tool in the BAI Learning Manager designed to eliminate the need for manual paperwork by giving you a virtual, collaborative tool to plan annual training programs efficiently across departments and locations. Fostering stronger collaboration across your organization while enhancing productivity and audit readiness, BAI Training Insights gives you confidence that you are effectively managing your organizational risk with your annual training.

Learn More
For privacy reasons YouTube needs your permission to be loaded. For more details, please see our Privacy Statement.
I Accept


We asked BAI customers to describe the features of an efficient Learning Manager System. Here is what they said.

Already Have a Learning Management System?

You can still use BAI’s comprehensive, up-to-date courseware.

We understand that you may have a learning management system (LMS) in place and are looking for courseware only, so we’ve created a solution to help meet your compliance and professional development training needs. The BAI Content Solution enables you to integrate BAI with your LMS for an efficient and effective training solution. With the BAI Content Solution, you receive:

  • Hundreds of role and subject based courses designed specifically for banks, credit unions, mortgage companies and nonbanks.
  • The latest in highly interactive compliance and professional development training content.
  • Easy courseware integration into your LMS via Cloud or SCORM Zip files.
  • The flexibility to edit courses to reflect your organization’s brand, policies and procedures.

The BAI Content Solution can be delivered in a variety of formats for seamless integration with your existing learning management system. The BAI Cloud utilizes a secure, web-based application to centrally host your content, allowing for automatic courseware integration into your organization’s LMS.

Book a Demo
View Courses
Contact Us