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Business
Financial Services, Financial Institutions
Challenge
Financial services organizations and financial institutions face ongoing challenges with both licensing new Resident Investment Advisors and managing insurance prelicensing processes. Key obstacles include limited visibility into candidate progress, the need for fast and effective onboarding, and maintaining high retention rates throughout the licensing journey.
Solution
ExamFX addresses these challenges by providing a comprehensive solution that enhances manager tracking, offers real-time analytics, and supports cohort-style learning. As a result, institutions experience faster course completion, increased course completion rates, and improved pass rates.
Key Product
Elite Learning Platform, Elite Analytics
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The results outlined in this case study are based on a survey conducted in August 2024, which included over 300 managers who use ExamFX products. All data is self-reported and reflects individual experiences and opinions. Results are for informational purposes and may not represent all users' views.
Candidates Love ExamFX
Explore testimonials from managers about the candidate experience
Financial organizations face a complex landscape when it comes to licensing and onboarding new candidates and managing insurance prelicensing processes. Managers struggle with limited visibility into candidate readiness, making it difficult to determine when candidates are prepared for the next step. The pressure to license candidates quickly is compounded by the ongoing need to maintain high retention rates, as failures can be costly for both candidates and organizations.
Successful onboarding is critical, but the process is complicated by lengthy preparation times, evolving regulations, and unique state requirements. Keeping candidates engaged and motivated over months of intensive study takes significant effort. For organizations using cohort-style learning, tracking progress and providing targeted support to ensure all candidates advance together adds another layer of complexity.
Coordinating communications, delivering consistent support, and maintaining a positive candidate experience at scale is challenging in such a dynamic environment. Managers are highly invested in each candidate’s journey, knowing that high-quality guidance, timely intervention, and robust support are key to building high-performing, compliant teams.
How ExamFX is Transforming Financial Organizations' Exam Prep
ExamFX offers a robust solution tailored to the needs of financial institutions. By providing the best manager analytics reporting in the industry, ExamFX delivers real-time data that enhances visibility and accountability. The platform supports cohort-style learning, allowing managers to track progress and provide targeted coaching. With features like 1:1 trainer interaction and an analytics alert system, ExamFX ensures that candidates receive the support they need to succeed. This comprehensive approach not only improves pass rates but also enhances retention, making ExamFX the top choice for licensing training.
Real-Time Analytics
Provides live data to keep candidates accountable and managers informed.
1:1 Trainer Interaction
Offers personalized support to address specific content questions.
Cohort-Style Learning Support
Facilitates group progress tracking and targeted coaching.
Analytics Active Alerts
Notifies managers of key data points to enhance decision-making.
Comprehensive Manager Tracking
Ensures HR compliance and monitors candidate activity.
The results outlined in this case study are based on a survey conducted in August 2024, which included over 300 managers who use ExamFX products. All data is self-reported and reflects individual experiences and opinions. All feedback and responses are self-reported. Results are for informational purposes and may not represent all users' views.
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Bruce first experienced ExamFX as a learner and quickly recognized its value as a scalable training solution for his growing team. The Elite Learning Platform offers structured, adaptive content that guides candidates through their licensing prep with chapter quizzes, videos, and personalized remediation. Elite Analytics gives managers like Bruce real-time visibility into candidate progress, helping them identify and address learning gaps early.
Daily progress reports and remediation tips delivered to Bruce’s inbox allow him to plan strategically and support his team proactively. Combined with responsive account support from ExamFX, Bruce has the tools and partnership needed to onboard and train agents efficiently.
"As an Agency Director, having a system that I can get through, anybody can get through. It's just the ease of use. It's just an amazing platform." - Bruce Fletcher, Liberty National Agency Director
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The Results
With ExamFX, Bruce has created a seamless path from hire to agent installation. His team consistently passes state exams on the first try, and the onboarding process is faster and smoother. The platform’s ease of use allows Bruce to focus on recruiting passionate candidates, confident that the training will prepare them for success.
He now tracks key performance metrics like hire-to-pass ratio with ease, and the streamlined workflow has transformed onboarding into a predictable, repeatable process. As Bruce puts it, “It’s a dance—and this is a smooth dance.”
"Working with ExamFX It's been WOW! It has been smooth. It's just an easy transition from hire to working. It's smooth to get candidates through. It's a dance, and this is a smooth dance from hire to installing them as an agent." - Bruce Fletcher, Liberty National Agency Director
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