™From mandatory training to proven understanding across BFSI.
Turn policies, regulatory updates, product knowledge and operating procedures into learning that reaches employees and extended teams across branches, regions and languages.
Why workforce learning is harder in BFSI
Banks, insurers, NBFCs, broking and wealth businesses train continuously. The challenge is getting the right knowledge to the right people quickly and knowing whether it was understood.
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Policies and products keep changing
A policy changes. A product is updated. A new circular arrives. Training needs to keep pace without rebuilding the programme from scratch every time.
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The workforce extends beyond employees
Insurance agents, banking correspondents, direct selling agents, broker staff and other partners may all need training without being part of your employee directory.
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Branch and field teams have limited time
Relationship managers, branch operations teams and field staff cannot always leave work for long training sessions. Learning needs to fit around the working day.
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Language can become a learning barrier
Policies, product updates and regulatory material may be written in English, while branch and field teams often work more comfortably in regional languages.
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Completion alone is not enough
Knowing that somebody opened or completed a course does not tell you whether they understood the KYC rule, suitability requirement or process they are expected to follow.
One platform for BFSI learning
From mandatory programmes to product readiness, MobiLearn helps BFSI teams create, deliver, assess and track learning across employees and extended workforces.
AML & KYC Training
Deliver recurring AML and KYC learning, set deadlines and pass thresholds, assess understanding and maintain completion records.
Product & Suitability Training
Prepare employees and agents before they sell or advise on products using product learning, scenario-based assessments and certification.
Regulatory & Policy Updates
Turn changing policies, circulars and internal guidelines into targeted learning and assign updates only to the roles, branches or teams affected.
Agent & Channel Training
Train insurance agents, banking correspondents, direct selling agents, broker staff and other non-employee populations without treating them as employees in your HRMS.
Branch Staff Onboarding
Build structured learning journeys for new branch employees based on their role, department or location.
Sales & Product Readiness
Turn product decks, process notes and sales material into short-form learning, then assess whether customer-facing teams are ready.
Grievance & Fair-Practices Training
Deliver role-relevant learning to branch, service and collections teams and reinforce topics where assessment identifies gaps.
Cybersecurity & Data Protection Awareness
Assign organisation-wide awareness programmes to employees and relevant non-employees and maintain completion evidence by entity, department or location.
Inspection or Audit Evidence
Get the reports of completion, score, version and certificate records with export capability.
From a policy update to proven learning
Move from source material to workforce readiness in one connected workflow. MobiLearn starts with the material your organisation already has: policies, circulars, SOPs, product documents and internal knowledge.
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Upload
Bring in the approved circular, policy, SOP, product document or other source material.
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Create
Use AI assistance to draft structured learning content and assessment questions from the source.
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Review
Your compliance, L&D or subject-matter team reviews and approves the learning before it reaches employees or agents.
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Localise
Produce regional-language versions from the same approved source, with terminology reviewed before release.
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Assign
Target learning by role, branch, department, legal entity, location or organisational unit including non-employees.
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Assess
Use topic, concept and scenario-based questions, pass thresholds and controlled reattempts to check understanding.
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Reinforce
Identify weaker topics and groups and direct follow-up learning or reassessment where it is actually needed.
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Prove
Maintain learner, completion, assessment, certificate and content-version records that can be exported when required.
One source. One controlled learning workflow. Evidence at the end.
Built for every part of the BFSI workforce
Different teams need different learning experiences. MobiLearn lets you organise learning around the way your BFSI organisation actually operates.
Branch Staff
Tellers, relationship managers, operations teams and branch heads
Deliver short, mobile-accessible learning while giving managers visibility into completion and performance by branch.
Agency & Channel Force
Insurance agents, banking correspondents, direct selling agents and broker staff
Manage non-employees as separate organisational units, deliver mobile learning and track readiness without putting them into your employee directory.
Sales & Distribution
Customer-facing employees, product teams and distribution networks
Keep product knowledge, suitability requirements, sales processes and launch updates current, with assessment and certification.
Operations & Back Office
Operations, processing and support teams
Connect process and SOP training to the versions employees were trained on and reissue learning when processes change.
Risk, Compliance & Audit
Compliance, audit and risk teams
Access to the evidence behind the programme: assignment, completion, assessment, certification and content-version records.
Learning that works beyond the corporate desktop
Mobile-first learning
Give employees and extended teams access to assigned learning through mobile and web.
Offline access
Learners can download supported content while connected, continue learning where connectivity is unreliable and synchronise progress later.
Regional-language learning
Create language versions from an approved source so employees and agents can learn in languages they use at work.
Extended workforce access
Manage agents, correspondents and partner populations separately from employees while keeping learning and reporting within the same platform.
Microlearning
Break larger policies, processes and product material into shorter learning experiences that fit around branch, field and customer-facing work.
Evidence without the last-minute scramble
Keep learning records ready as the programme runs. MobiLearn produces learning records as part of the normal training workflow rather than requiring teams to reconstruct them afterwards.
Depending on the programme, records can include:
- Learner
- Who was assigned and trained.
- Completion
- Whether and when assigned learning was completed.
- Assessment
- Scores and assessment status.
- Content version
- Which version of the learning material was completed.
- Certificate
- Certification records where applicable.
- Organisation
- Relevant branch, department, entity or other organisational information.
Reports can be filtered and exported for operational, management or audit requirements.
FAQs
Does MobiLearn make us RBI, IRDAI or SEBI compliant?
No, and no platform does. MobiLearn produces the training and the evidence that it happened: assignment, completion, assessment scores, content version and certificates, exportable on demand. Whether that satisfies a specific obligation is a judgement for you and your advisers. We will support the evidence side of it properly and we will not claim the rest.
Can we train agents and correspondents who are not on our payroll?
Yes, and this is where the pricing model matters most in BFSI. Non-employees are managed as separate organisational units outside your employee directory, and from 1,000 learners they sit inside the same contracted workforce band, so extending training to the agency force does not reprice the licence.
Can learner data stay inside India?
Yes. An India region is available, and dedicated cloud, your own cloud account, private VPC and on-premise models keep it inside infrastructure you control. Customer-hosted environments include a separately scoped deployment component.
How quickly can a new circular reach the branches?
The draft is generated from the circular in minutes. What sets the date is your compliance review and how many language versions you want, so the production cycle stops being what delays the control.
What does an inspection export actually contain?
Learner, programme, assignment date, completion date, assessment score, the content version they completed and the certificate, filtered by entity, department or location. It is produced from the learning record rather than assembled from registers afterwards.
Can a group separate its bank, insurer and NBFC?
Yes. Assignment, reporting and evidence can be separated by legal entity, with the structure agreed during implementation. Group-level reporting across entities is available where your governance allows it.
The science behind better learning
Make BFSI learning easier to operate and easier to prove
Your organisation already has the policies, product knowledge, processes and regulatory material people need to understand. MobiLearn helps turn that knowledge into structured learning, get it to the right workforce, verify understanding, reinforce weak areas and maintain evidence throughout the process. See MobiLearn configured for your BFSI environment.
No generic walkthrough. We work with your actual learning challenge.
