Financial services
Training for banks and financial services: advisors up to date, with evidence
When products, policies or regulations change, your branch and field advisors learn it in 60-to-90-second lessons on their phones. You get traceability by area, branch and person, ready to show in an audit.
SimónNow
New version: Anti-money laundering
You only redo what changed.
Compliance by branch
Anti-money laundering
- Reforma branch24/24
- Polanco branch19/22
- Satélite branchBehind11/20
The short answer
How to train branch and field advisors when products keep changing
At a bank, a lender or an insurer, banking training has two demands at once: the product or policy change has to reach every branch and every field advisor quickly, and later you need to prove who received it, when, and whether they understood it.
Simón turns the updated product sheet or policy into 60-to-90-second micro-lessons, publishes them to the areas you choose and takes them to each advisor's phone, where they sign in with your company login or with their employee ID and a PIN.
Every step is recorded by area, branch and person, ready to export to Excel or CSV or to receive by email.
Branch and field training
Microlearning for banks, between one customer and the next
A branch advisor can't leave the desk for an hour-long course, and a field advisor spends the day between visits. A 60-to-90-second lesson does fit between one appointment and the next.
If a question comes up in front of a customer, the advisor can save the lesson's video or document and come back to it from their phone.
- Single sign-on with SAML 2.0 or OIDC, or employee ID and PIN.
- Content targeted by region, branch or role, based on how you organize your areas.
- Your brand on every screen of the app.
Built for financial services
What Simón solves in a regulated environment
One change, every branch, the same day
You update the course, publish it, and every advisor in the selected areas gets a notice in the app, whether at the branch or in the field.
Only what changed gets redone
When you republish, Simón compares version against version and asks for a redo only of what materially changed, and only from people who had already completed it. Earlier completions stay on record against the version they were earned on.
Traceability for every person
An activity history per advisor, exportable to CSV, and a history of each course: who created, edited or archived each piece of content. The audit log is kept for three years by default.
Reports that arrive on their own
Build the cut you need by area, sub-area, course or person, save it and schedule it to arrive by email every day, week or month, as Excel or CSV.
Comprehension, not just attendance
First-attempt mastery, most-missed questions and a comparison by area: you know which branch needs reinforcement before the next change.
Pitch practice by voice note
The advisor records how they would present the product and Simón evaluates it with AI against a rubric, including clarity, pace and filler words. Your team can review and adjust any evaluation.
Pitch practice
The advisor practices out loud, and you know whether they're ready
The advisor records how they would present the product and Simón evaluates it with AI against a rubric, including clarity, pace and filler words. Your team can review and adjust any evaluation.
Daniel V.
Present the credit card
Well developed
- Explains the benefits: Met
- Mentions costs and fees: Met
- Clarity and pace: Met
Step by step
How a product or policy change reaches every advisor
Upload the approved document
The policy, manual or product sheet your team already signed off on, as PDF, slide deck or document.
Review and approve
Simón proposes 60-to-90-second micro-lessons with review questions. Nothing is published until your team approves it.
Publish to the areas it applies to
By region, branch or role. Each advisor gets the notice on their phone.
Prove who understood it
Reports by area, branch and person, with exports and scheduled emails to whoever needs them.
Published results
What we measured at a financial services company
Earned their first commission
In a range of $1,000 to $3,000 MXN during their first 90 days.
Went past $10,000 MXN
In early commissions, the highest bracket the study reports.
Valid responses
From the April and May 2026 graduate cohort.
Case of a financial services company with variable, commission-based pay, from the impact report for the first half of 2026: the April and May graduate cohort, surveyed around 90 days after joining. The report details the biases and limits of the sample.
Frequently asked questions about training in financial services
How do you train financial advisors when products and regulations change?
By publishing each change as micro-lessons that reach the advisor's phone the same day, and measuring who completed them and who understood them, by branch and person.
Can Simón serve as evidence for an audit?
It gives you the record of your program: who received each piece of content and when they opened it; for courses, also when they completed them and how they answered their assessments, exportable to Excel or CSV. What evidence each audit requires is defined by your compliance team.
How does microlearning for banks work in a branch?
It is very short pieces, one topic per lesson, that the advisor takes on their phone between one customer and the next. In Simón each lesson takes 60 to 90 seconds and ends with review questions and a chance to retry.
Does it connect to our LMS or our directory?
Yes, in three ways: single sign-on with SAML 2.0 or OIDC, course export as SCORM 1.2 and 2004 for your LMS, and a connector to SAP SuccessFactors Learning that records completions in each employee's history.
Do field advisors need a computer or an app?
No. They sign in from the phone's browser with your company login or with their employee ID and a PIN, and progress is saved even if the signal drops.
Keep exploring
Related solutions and comparisons
Training for L&D teams
More courses with the same team and real completion by branch.
Reports by branch
Who finished, who understood and what to reinforce, by area and person.
Simón vs LMS and Moodle
Simón takes daily reinforcement to the phone while your LMS keeps the formal record.
Training for operations
Procedure changes that reach every branch the same day.
2026 impact report
Method, sample and results from the first half of 2026.
Take your next change to every branch with Simón
Book 30 minutes: bring a policy or product sheet and leave with the first lesson ready for your advisors.
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