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Financial Consultation

Circle for Financial Services

Circle can help you develop your employees’ expertise and strengthen customer relations

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Build Trust and Strengthen Customer Loyalty

Products and services within the financial industry are constantly changing. Your agents, brokers, and administrators need to do more than just keep pace; their knowledge needs to surpass that of competition. 

Compliance also remains a paramount concern in the financial services industry. Your compliance officers need to be certain that all necessary requirements are fulfilled by their entire team in a timely manner.

Compliance tasks can sometimes impede productive activity. With Circle, you don’t need to compromise between reliable compliance management and efficiency; Circle makes it easy to excel in both areas.

Circle Fuels Financial Growth

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Amplify Efficiency

Circle provides you with the tools to align your company’s initiatives, keep your organization connected, and amplify efficiency, ensuring that your team will achieve maximum productivity and stay ahead of competition.

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Support Sales Growth

Circle’s sales support tools embed knowledge right into the sales process by enabling your sales representatives to monitor their prospects every step of the way. Circle’s dialogue checklist presents prospects with your compliance-approved fact-finder. Responses can trigger additional sales and educational materials based on their specific needs.

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Maximize Compliance

Circle enables your organization to achieve maximum compliance, without compromising productivity. Circle’s dialogue checklist feature documents exchanges between your compliance officers and employees, making it easy to effectively manage your organization’s compliance.

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Encourage Communication

Circle’s feedback tools support strong communication within your organization. Circle enables your managers to stay connected with your employees and ensure consistency in your firm’s operations.

Growth

$

297 / month

Best for small teams who need essential compliance courses and tools to track outcomes.

Sav$713 with annual plan

Up to 125 Active Users

In-person course management

Comprehensive Reporting

Comprehensive Reporting

Certification management

Badge Management

Assignment Intelligence

Diverse Training Format

Online Course Builder

SCORM Format

 

QR code Attendance Tool

12 language options

Bulk User Import

Professional

$

698 / month

Best for larger teams that need more bells and whistles to reach their full potentials. 

Sav$1675 with annual plan

Up to 500 Active Users

In-person course management

Comprehensive Reporting

Comprehensive Reporting

Certification management

Badge Management

Assignment Intelligence

Diverse Training Format

Online Course Builder

SCORM Format

 

QR code Attendance Tool

12 language options

Bulk User Import

Enterprise

$

Get a quote today

Best for larger enterprises that need custom solutions to fit their needs.

Talk to our team today!

Dedicated customer success manager

 

Premium support package option

 

Limitless possibilities

Endless customizations

Have questions?
Talk to our team of experts!

High-Five! You first step towards epic training!

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