Training Solutions for Banking, Financial Services, and Insurance: E-learning programs you can bank on

Training Solutions for Banking, Financial Services, and Insurance

E-learning programs you can bank on


More than most businesses, success in financial services is dependent on people: their knowledge, behavior, and execution skills.

Tata Interactive Systems is committed to improving performance in all those arenas. Our story-based learning programs, targeted business simulations and performance support tools are designed to increase productivity, shorten time to competence, and produce tangible results. Our promise is to develop solutions in a cost-effective manner, based on a real-world understanding of financial services—solutions you can "take to the bank."

Whether the issue is compliance training, orientation and on-boarding, product knowledge, or professional or job-specific skills, TIS has the capability to raise the bar in your organization. Our range of offerings in the finance space include:

Compliance Training

Online Story-based Learning Objects (StoBLs™) for effective and memorable compliance training. Our StoBLs™ remove the "pain and suffering" usually associated with compliance training

Risk Management

We develop a range of online tools for risk management training on policies and procedures. Our simulations are effective for practice and allow safe failure with no risk to your firm. They can be especially effective in high turnover situations, where scalability and consistency are important drivers of business results.

Process/Procedure training

TIS's Electronic Performance Support Systems (EPSS) ensure consistent processes and reduced errors and re-work. Quick resolution of questions reduces cost and speeds accurate processing. Having policies, procedures and process references instantly available can dramatically improve results—shorter cycle time, reduced errors, greater efficiency, and higher customer satisfaction levels.

Sales/Professional and Retails Skills

Our online sales training modules are designed to scale easily, deliver a consistent message, and produce faster time to productivity in retail settings where high turnover and training of entry-level personnel are issues. Simulations also provide a way to practice skills until a defined level of competency is attained.

Product training

TIS develops online product training to ensure consistent and cost-effective delivery with high scalability. Our programs can be delivered direct to the customer—either commercial or individual, which is especially useful when product cycles are short and staff or customers are widely-distributed.

Internally developed IT

TIS's simulations and other online tools help support application rollouts while EPSS helps both post-rollout training and ongoing support. Our programs help you manage both the rollout phase—typically with lots of people to train in a short period of time—and the post-rollout training problem—fewer people spread out over continuous need for training.

Orientation of new hires and experienced/lateral hires

TIS creates a range of tools that help in quick and effective orientation, the first opportunity the organization has to help the new employee fit in to the company. Our Story-based Learning Objects (StoBLs™) are especially effective in transmitting culture; our Electronic Performance Support Systems (EPSS) help in benefits registration and other policy-based activities; our simulations show how to use common infrastructure and tools like networks, desktop tools, and so on.

Key Clients

  • Allstate
  • Swiss Re
  • NFU Mutual
  • HBOS
  • Bluecross Blueshield
  • Unicorn
  • Aon
  • CII
  • ICICI Prudential
Screenshot of HBOS program

E-learning course on combating money laundering, crime and terrorism for Halifax Bank of Scotland.

Screenshot of AHFC training program

Enterprise Application Training on the Customer Accounting Service System at American Honda Finance Corporation.

Screenshot of GE training program

Regulatory training for GE Capital Services.