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Banking

Reimagine How You Drive Performance and Knowledge Across Branches

Track individual and branch-level KPIs | Train team on latest product, process and regulatory knowledge | Share important regulatory and product information

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Customer Success Story - Large Private Bank with more than 50,000 users

Leader Enterprise

Products in the Leader quadrant in the Enterprise Grid® Report are rated highly by G2 users and have substantial Satisfaction and Market Presence scores

Highest User Adoption Enterprise

The Highest User Adoption product in the Implementation Index earned the highest User Adoption rating in its category

Easiest Setup Enterprise

The Easiest Setup product in the Implementation Index earned the highest Ease of Setup rating in its category

Most Implementable Enterprise

The Most Implementable product in the Implementation Index earned the highest Implementation rating in its category

Best Meets Requirements Enterprise

The Best Meets Requirements product in the Usability Index earned the highest Meets Requirements rating in its category

Easiest To Use Enterprise

The Easiest to Use product in the Usability Index earned the highest Ease of Use rating in its category

Easiest Admin Enterprise

The Easiest Admin product in the Usability Index earned the highest Ease of Admin rating in its category

Best Usability Enterprise

The Best Usability product in the Usability Index earned the highest Usability rating in its category

Easiest To Do Business With Enterprise

The Easiest Doing Business With product in the Relationship Index earned the highest Ease of Doing Business With rating in its category

Best Support Enterprise

The Highest Quality of Support product in the Relationship Index earned the highest Quality of Support rating in its category

Best Relationship Enterprise

The Best Relationship product in the Relationship Index earned the highest Relationship rating in its category

High Performer Enterprise

Products in the High Performer quadrant in the Enterprise Grid® Report have high customer Satisfaction scores and low Market Presence scores compared to the rest of the category

Best Meets Requirements

The Best Meets Requirements product in the Usability Index earned the highest Meets Requirements rating in its category

Easiest Admin

The Easiest Admin product in the Usability Index earned the highest Ease of Admin rating in its category

Best Usability

The Best Usability product in the Usability Index earned the highest Usability rating in its category

Easiest To Use

The Easiest to Use product in the Usability Index earned the highest Ease of Use rating in its category

Users Most Likely To Recommend

The Users Most Likely to Recommend product in the Results Index earned the highest Likely to Recommend rating in its category

Best Results

The Best Results product in the Results Index earned the highest overall Results rating in its category

Easiest To Do Business With

The Easiest Doing Business With product in the Relationship Index earned the highest Ease of Doing Business With rating in its category

Best Support

The Highest Quality of Support product in the Relationship Index earned the highest Quality of Support rating in its category

Best Relationship

The Best Relationship product in the Relationship Index earned the highest Relationship rating in its category

Momentum Leader

Products in the Leader tier in the Momentum Grid® rank in the top 25% of their category's products by their users

Highest User Adoption

The Highest User Adoption product in the Implementation Index earned the highest User Adoption rating in its category

Easiest Setup

The Easiest Setup product in the Implementation Index earned the highest Ease of Setup rating in its category

High Performer

Products in the High Performer quadrant in the Grid® Report have high customer Satisfaction scores and low Market Presence scores compared to the rest of the category

Best Meets Requirements Mid-Market

The Best Meets Requirements product in the Usability Index earned the highest Meets Requirements rating in its category

Easiest Admin Mid-Market

The Easiest Admin product in the Usability Index earned the highest Ease of Admin rating in its category

Easiest To Use Mid-Market

The Easiest to Use product in the Usability Index earned the highest Ease of Use rating in its category

Easiest To Do Business With Mid-Market

The Easiest Doing Business With product in the Relationship Index earned the highest Ease of Doing Business With rating in its category

Best Support Mid-Market

The Highest Quality of Support product in the Relationship Index earned the highest Quality of Support rating in its category

Highest User Adoption Mid-Market

The Highest User Adoption product in the Implementation Index earned the highest User Adoption rating in its category

Easiest Setup Mid-Market

The Easiest Setup product in the Implementation Index earned the highest Ease of Setup rating in its category

High Performer Mid-Market

Products in the High Performer quadrant in the Mid-Market Grid® Report have high customer Satisfaction scores and low Market Presence scores compared to the rest of the category

High Performer Mid-Market

Products in the High Performer quadrant in the Mid-Market Asia Pacific Regional Grid® Report have high customer Satisfaction scores and low Market Presence scores compared to the rest of the category

High Performer

Products in the High Performer quadrant in the Asia Pacific Regional Grid® Report have high customer Satisfaction scores and low Market Presence scores compared to the rest of the category

Develop a world class sales team with knowledge as a competitive advantage.

Use Cases for Banking

  • Drive highly successful new product launch trainings and kick-offs
  • Prepare teams during branch audits through gamified quizzes and bite-sized SmartFeeds
  • Quickly ramp-up new sales reps’ knowledge during onboarding
  • Improve sales through real-time gamified sales contests and challenges
  • Drive powerful and engaging events
  • Conduct refresher trainings to keep teams up-to-date with latest knowledge
  • Prepare sales teams for mandatory regulatory certifications
  • Train sales teams on legal and compliance knowledge