BFSI L&D that passes the audit and the quota.
A white-label LMS purpose-built for India’s banks, NBFCs, insurers and fintechs. Onboard relationship managers in days, certify DSAs and business correspondents in their language, prep teams for NISM / IRDAI / AMFI — and run RBI-mandated cycles without the spreadsheet ops.
Who it is for
Built for the BFSI workforce — every persona, every channel.
BFSI training is not one program. It is onboarding, sales enablement, regulatory refreshers, channel-partner certification and product training — spread across head office, branches, DSAs, BCs and field teams in twelve languages. Learnify is built for that whole stack.
- Heads of L&D and CHROs at private banks, PSBs, NBFCs, payment banks, SFBs and MFIs.
- VP Sales and Channel heads training DSAs, BCs and field officers across hundreds of locations.
- Branch banking heads standardizing teller, KYC and operations workflows across the branch network.
- Risk, credit and treasury teams running periodic role-based certifications (NISM, IRDAI, AMFI, JAIIB / CAIIB).
BFSI fit
- RM hire-to-floor time
- 60 → 7 days
- NISM / IRDAI pass rate
- 91%
- Indian languages
- 12+
- Data residency
- RBI-aligned
Outcomes
What BFSI L&D leaders ship with Learnify
Drawn from Learnify deployments at private banks, NBFCs and fintechs across India — with cohort sizes from a hundred RMs to fifty thousand BCs.
7 days
Hire-to-floor for a new RM
A branded onboarding journey — product, policy, KYC, mock sales calls and a branch shadow — finished before the first 1:1, not after the first month.
+28%
DSA monthly activations
Module-tracked DSA programs with vernacular content and monthly refreshers move dormant partners back into productive ones.
91%
NISM / IRDAI pass rate
Pre-built question banks, AI-generated mock tests and pass-rate analytics by cohort — not a folder of PDFs and a prayer.
What you get
Every BFSI L&D workflow, in one platform.
Designed with Heads of L&D at banks and NBFCs — not retrofitted from a generic corporate LMS or a compliance-only tool.
Role-based learning paths
Branch officer, RM, credit underwriter, treasury, DSA, BC — each role gets a curated journey with prerequisites, deadlines and manager checkpoints.
Pre-built BFSI curriculum
200+ ready modules covering KYC / AML, fair practice code, digital lending guidelines, fraud detection, RBI customer-service norms and sales playbooks.
NISM / IRDAI / AMFI exam prep
Approved-syllabus content, AI-generated mock tests, full question banks and pass-rate analytics by cohort, branch and trainer.
Vernacular branch & field content
UI and content in 12+ Indian languages — Hindi, Tamil, Telugu, Marathi, Bengali, Gujarati, Punjabi, Kannada and more. AI co-pilot drafts; your trainer reviews.
Channel-partner portals
Multi-tier branded LMS for DSAs, BCs and corporate agents — separate tenants, separate logins, your master view of every certification.
Manager & regulator dashboards
One-screen view of who is certified, who is expiring, who is behind — with one-click exports formatted for RBI, SEBI, IRDAI and internal audit teams.
Roll-out
From signed contract to first branded cohort in three weeks.
A four-step roll-out designed around how Indian banks and NBFCs actually buy, deploy and certify.
Sync HRMS & roles
SCIM or SFTP from Darwinbox, Workday, SuccessFactors, Keka, BambooHR — or your in-house HRIS. Map BFSI roles to learning paths.
Brand & localize
Your domain, your colors, your icon. Vernacular content across the languages your branches actually run on.
Push to mobile + branch desktops
PWA on Android phones for BCs and DSAs, deep-linked from your existing branch portal, kiosk mode for shared shift devices.
Track certifications & cycles
NISM, IRDAI and AMFI renewals auto-tracked. Manager dashboards weekly. Regulator-ready exports on demand.
“We replaced three vendor LMSes and a Drive folder of compliance PDFs with one Learnify instance. Hire-to-floor for our RMs went from 60 days to 7, and our quarterly NISM cohort audit is a one-click export.”
Head of Learning & Development
Learnify customer · Private-sector bank, Mumbai
Frequently asked
BFSI — Banks & NBFCs — quick answers
Everything teams ask before running a Learnify pilot in this category.
Yes. We ship approved-syllabus content for the common NISM modules (V-A Mutual Funds, VIII Equity Derivatives, XII Securities Markets Foundation, XV Research Analyst), IRDAI insurance-advisor cycles (LIC, general, health) and AMFI Mutual Fund Distributor renewal. Each module includes an AI-generated question bank, configurable mock tests, attempt analytics and pass-rate dashboards by cohort, branch and trainer. JAIIB and CAIIB content is supported via the same engine on the Enterprise plan.
Yes. External users — DSAs, corporate agents, BCs, channel partners — live in a separate tenant slice with their own sign-up flow, SSO providers (or simple OTP) and permissions. They cannot see or be seen by your employee workspace, even when both run on the same Learnify deployment. You see a unified certification dashboard across employees and partners; auditors see only what they are entitled to see.
Indian deployments default to AWS Mumbai (ap-south-1) with no cross-border data flow. RBI-regulated entities can also deploy on their own VPC or fully on-premise on MeitY-empanelled infrastructure. We provide a data-flow map and a residency attestation suitable for your DPO and internal audit at deployment.
Yes. HRMS integration is SCIM 2.0 or SFTP — we have shipped against Darwinbox, Workday, SuccessFactors, Keka and BambooHR. For core-banking and loan-origination systems we offer SAML SSO plus a REST + webhook API so a course completion or certification renewal can trigger a downstream action (e.g. unlock a sales product, expire a sourcing rights flag). Connectors exist for Finacle, Flexcube and common LOS platforms; custom integrations ship on the Enterprise plan.
The learner UI ships in 12+ Indian languages — Hindi, Bengali, Marathi, Telugu, Tamil, Gujarati, Urdu, Kannada, Odia, Malayalam, Punjabi and Assamese. Content can be auto-translated from English by the AI co-pilot and reviewed by your training lead before publish. Vernacular content is critical for BC and DSA networks, where English-only modules cap completion at 40–55%.
The compliance-training page focuses on the audit-grade controls (immutable logs, verifiable certificates, regulator-ready exports) used across BFSI, manufacturing and pharma. The BFSI page is broader — it covers the full L&D stack for a bank or NBFC, from RM onboarding and DSA enablement to vernacular branch training and exam prep. Most customers use both: compliance for the regulator surface, BFSI for the everyday training workflow.
A typical BFSI roll-out is 14–21 days end-to-end — branding, SSO, HRMS sync, up to 50 modules migrated, manager training and a first branded cohort. Larger multi-entity deployments (multiple legal entities, multiple regions, multiple subsidiary brands) take 6–10 weeks. The HabileLabs success team runs the technical roll-out so your L&D team can focus on content and change management.
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