Financial services and insurance providers

MadCap Software empowers financial services organizations and insurance providers to maximize content production, keep content up-to-date and in sync, and simplify personalization across the extended enterprise, regardless of how many locations, languages, brands, and teams you serve.

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Transform Finance Training to Engage and Retain Employees with Premier LCMS Solutions

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Onboard, mobilize, engage, and retain employees

MadCap Software allows organizations to educate, onboard, and retrain employees as needed to reduce time to value, drive engagement, and keep dispersed teams up-to-date on the latest procedures and best practices—regardless of when or where they access course content, all while ensuring accuracy, consistency, and compliance. Our enterprise learning content management for financial services ensures your training program delivers maximum value through a robust learning platform and up-to-date learning material.

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Simplify compliance audits and reduce risk

Track comprehensive learner consumption data, streamline certification management, and capture detailed metrics on enterprise content access, version history, comprehensive edit and update records (who, what, when), and assessment results to minimize risk and simplify audit compliance processes. MadCap Software supports your compliance training needs, ensuring accuracy and consistency across the board.

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Protect content with a secure single source of truth

Your team can easily control access to specific content publications and libraries by role, region, language, product, and more. Limit editing access to eliminate content drift, keep content in sync, and reduce redundant quality assurance (QA). Keep corporate training content secure by supporting authenticated access, IP whitelisted access, single sign-on (SSO), and public access.

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Ensure content accuracy and consistency at scale

With our financial learning content management systems, create flexible, reusable digital content components to support omnichannel and multi-experience delivery across any number of unique touchpoints. Reduce learning material or content development time and provide your audiences with consistent, personalized content experiences and up-to-date information, regardless of format or device.

Other features

  • implified updates and maintenance
  • Compliance management
  • Collaboration across teams
  • Personalization at scale
  • Translation management
  • Third-party tool integration

MadCap Software’s platform and the templates we have created have been outstanding. With 200+ content authors developing content, it was the only way we could provide content with creativity and variance without sacrificing scale.


Featured Success Story

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Wells Fargo Innovative Path: Complexity To Accessibility With MadCap Software

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Unified authoring tools into LCMS with faster updates, accessibility across locations

I’ve learned from Alisha how willing MadCap Software is to make Wells Fargo’s templates as accessible as possible. It is a pleasure!

Susan Wade | Accessibility Consulting Manage, Wells Fargo

Unleashing the Power of Content in Financial Services and Insurance

Transform how you manage and deliver course content in the financial services and insurance sectors. Create accelerates the authoring and updating process as a dynamic content authoring software, ensuring content is always current and compliant. Syndicate, a powerful content delivery platform, guarantees that accurate and personalized content reaches the right audience at the right time, contributing to an enhanced digital learning experience.

Together, these platforms enable your financial services or insurance company to maintain content accuracy, consistency, and compliance at scale.  Whether you're looking for a learning content management system or content creation platform, MadCap Software's ecosystem equips your team to produce and manage corporate training content efficiently, fostering engagement and adherence to industry standards.

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