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Learnify by HabileLabs
Banks & NBFCs

BFSI L&D that passes the audit and the quota.

A compliance-evidence platform 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.

Compliance course library, ready to assign

Fifteen courses written for Indian regulation — AML and CFT, KYC, fair practices and recovery conduct, digital lending, fraud risk, POSH, data protection and more — each with worked scenarios, an assessment, an annual cycle and attestation.

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.

1

Sync HRMS & roles

SCIM or SFTP from Darwinbox, Workday, SuccessFactors, Keka, BambooHR — or your in-house HRIS. Map BFSI roles to learning paths.

2

Brand & localize

Your domain, your colors, your icon. Vernacular content across the languages your branches actually run on.

3

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.

4

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.”

HL

Head of Learning & Development

Learnify customer · Private-sector bank, Mumbai

Frequently asked

BFSI — Banks & NBFCs — quick answers

Everything teams ask before starting Learnify in this category.

No. Fifteen courses ship ready to assign, written for Indian regulation: AML and CFT, KYC and customer due diligence, fair practices and ethical recovery, digital lending, information and cyber security, prevention of sexual harassment, personal data protection, fraud risk and early warning signals, grievance redressal and the ombudsman route, outsourcing and third-party risk, code of conduct and speaking up, mis-selling and suitability, micro-finance lending conduct, cash handling and counterfeit notes, and business continuity. Each one carries worked scenarios, an assessment that tests judgment rather than recall, an annual recertification cycle and a read-and-understood attestation. They are model courses: your compliance function reviews each one and fills in your own thresholds, reporting route and policy extract before you publish it, which is also what makes it read as your training rather than a vendor’s. For anything specific to you, the AI builder turns your own policy into a course.

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.

Get started

Your next audit should take an afternoon.

Start free and watch the evidence pack export from your own workspace — or book 30 minutes with a solution architect who has sat through the inspection you are preparing for.

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info@habilelabs.io

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20 seats · 30 days · no card

Serving

India · North America · Europe

Built by

HabileLabs Cloud, Data & AI