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 standardising 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
- Hire-to-floor time
- −50%
- 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 & localise
Your domain, your colours, 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.”
Priya Krishnan
Head of Learning & Development · Tier-2 private bank, Mumbai
Frequently asked
BFSI — Banks & NBFCs — quick answers
Everything teams ask before running a Learnify pilot in this category.
Does Learnify cover NISM, IRDAI, AMFI and JAIIB / CAIIB certifications?▾
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.
Can DSAs and business correspondents access Learnify without being employees?▾
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.
How does Learnify handle RBI data-localisation requirements?▾
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.
Does it integrate with our core banking, LOS or HRMS?▾
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.
What Indian languages does the LMS support for branch and field teams?▾
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%.
How is this different from your compliance-training solution?▾
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.
How quickly can we go live?▾
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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