For financial services teams

Less time managing training.
More time developing your people.

Less time managing training.
More time developing your people.

Built for growing lenders, insurers, investment firms and fintechs. Roll out policy changes, onboard new starters and keep required training on track, without the spreadsheets.

Built for growing lenders, insurers, investment firms and fintechs. Roll out policy changes, onboard new starters and keep required training on track, without the spreadsheets.

Built for growing lenders, insurers, investment firms and fintechs. Roll out policy changes, onboard new starters and keep required training on track, without the spreadsheets.

Book a demo

Book a demo

See how it works

See how it works

GDPR compliant · UK & EU data hosting · Built on AWS

GDPR compliant · UK & EU data hosting · Built on AWS

GDPR compliant · UK & EU data hosting · Built on AWS

Certificate issued

AML awareness · Customer team

3 employee overdue

AML awareness · Customer team

Approved for publishing

Consumer duty training

Running training shouldn’t mean juggling disconnected tools.

When people, policies and requirements change, creating, delivering and tracking training can become a job of its own.

1 of 4

Too much routine work

Scheduling and chasing training across spreadsheets and inboxes leaves less time to improve it.

Different teams, different needs

Limited visibility

The solution

tracker_v7_FINAL.xlsx

Last edited 6 weeks ago

Name

AML

Fraud

A. Patel

Done

?

J. Okafor

?

Done

S. Lewis

Done

?

M. Chen

?

?

R. Ahmed

Done

?

Who has completed what? Nobody is quite sure.

Policy update: which teams need this?

Email inbox

Policy sent as an attachment

Shared drive

Three versions of the same guide

Spreadsheet

Who needs what, maybe

Old LMS

Separate login, partial data

Each team gets training from a different place.

Complaints handling refresher

Last completed

Due date

Spotted

Overdue for 7 weeks

Found during a manual check, weeks late.

Without a live view, gaps only show up when someone goes looking.

One view of every team

Up to date

AML awareness

All teams

Complete

Consumer Duty

Customer team

In progress

Fraud awareness

Operations

In progress

Sanctions awareness

Payments team

Assigned

Export training records

Running training shouldn’t mean juggling disconnected tools.

Running training shouldn’t mean juggling disconnected tools.

When people, policies and requirements change, creating, delivering and tracking training can become a job of its own.

Sodium Learn connects creating, delivering and tracking training.

Too much routine work

Scheduling and chasing training across spreadsheets and inboxes leaves less time to improve it.

Different teams, different needs

Customer-facing, operations and leadership teams need different training, from different places.

Limited visibility

When records are scattered, it’s hard to see where training stands.

Sodium Learn. One platform to create, deliver and track training.

Use cases

Training and knowledge for the work your teams do every day.

Customer outcomes

Help customer-facing teams learn your approach to Consumer Duty, vulnerable customers and complaints.

Customer outcomes

Help customer-facing teams learn your approach to Consumer Duty, vulnerable customers and complaints.

Financial crime awareness

Deliver training on anti-money laundering, fraud and sanctions awareness to the people who need it.

Financial crime awareness

Deliver training on anti-money laundering, fraud and sanctions awareness to the people who need it.

Skills and development

Link training to the skills each role needs, then see who holds each skill and at what level.

Skills and development

Link training to the skills each role needs, then see who holds each skill and at what level.

Policies and procedures

Keep policies and process guides together, and assign updated training when ways of working change.

Policies and procedures

Keep policies and process guides together, and assign updated training when ways of working change.

Examples are training topics your organisation can create and manage. Requirements vary by firm and role.

The platform

One platform to learn, comply and grow.

Less time managing training. More time improving it.

AI-assisted authoring

Turn policies, procedures and expertise into training. Your team reviews what gets published.

Content assignment
Completion tracking
Certificates and renewals
Reporting and analytics
Learner progress

Infection_control_policy.pdf

Draft course

Infection prevention essentials

1. Hand hygiene moments

2. Using PPE correctly

3. Managing spills safely

Knowledge check, 5 questions

Draft, needs review

Send for approval

New assignment rule

Who

Clinical teams

Ward 4

Bank staff

What

Safeguarding adults, level 2

Due

30 days from assignment

Applies to clinical teams across 3 sites

Mandatory training by site

North site

Community services

Ward 4

Outpatients

Certificate of completion

Manual handling

Awarded to A. Patel, Ward 4

Linked to learner record

Ready for audit

Completion by department

Export

Nursing

Admin

Therapy

Estates

Pharmacy

Course library

Fire safety (SCORM 1.2)

Imported

Information governance (SCORM 2004)

Imported

Infection prevention essentials

Built in Sodium

Drop a SCORM package to import

AI-assisted authoring

Turn policies, procedures and expertise into training. Your team reviews what gets published.

Content assignment
Completion tracking
Certificates and renewals
Reporting and analytics
Learner progress

Infection_control_policy.pdf

Draft course

Infection prevention essentials

1. Hand hygiene moments

2. Using PPE correctly

3. Managing spills safely

Knowledge check, 5 questions

Draft, needs review

Send for approval

New assignment rule

Who

Clinical teams

Ward 4

Bank staff

What

Safeguarding adults, level 2

Due

30 days from assignment

Applies to clinical teams across 3 sites

Mandatory training by site

North site

Community services

Ward 4

Outpatients

Certificate of completion

Manual handling

Awarded to A. Patel, Ward 4

Linked to learner record

Ready for audit

Completion by department

Export

Nursing

Admin

Therapy

Estates

Pharmacy

Course library

Fire safety (SCORM 1.2)

Imported

Information governance (SCORM 2004)

Imported

Infection prevention essentials

Built in Sodium

Drop a SCORM package to import

Trust and security

Clear records. Human oversight.

Sodium Learn helps you deliver learning and keep clear records. Your organisation stays responsible for training decisions, competence and regulatory obligations.

GDPR compliant

Automated data anonymisation included.

UK & EU data hosting

Built on AWS.

Immutable audit logs

A clear record when assurance is needed.

Encrypted data

Encryption at rest and in transit.

SSO & MFA

Secure, simple access for every team.

Role-based permissions

The right people see the right content.

Clear records of completion

Certificates and completion records sit with each learner. Talk to our team about your security, access and reporting requirements.

Built for

Made for the people responsible for learning.

L&D and training

Run learning from start to finish.

Spend less time on admin and more on improving training

Link training to the skills each role needs

Know where to focus your follow-up

HR and People

Give new starters a consistent introduction.

Every new joiner gets the same introduction

Less setup for each new starter

Certificates tied to learner records

Compliance and operations

Keep a clearer view of training.

A clearer view of required training across teams

Spot overdue training before it builds up

Fewer spreadsheets to maintain

What changes day to day.

The situations your team handles every week, before and after Sodium Learn.

The challenge

The old way

With Sodium Learn

Rolling out a policy change

The old way

Email attachments and no follow-up

With Sodium Learn

Updated training assigned to the teams affected

Onboarding into a regulated role

The old way

Induction packs sent by hand

With Sodium Learn

Structured training from day one

Showing who completed AML training

The old way

Records pulled from several places

With Sodium Learn

Completion records ready to export

Training customer-facing teams

The old way

One course for everyone

With Sodium Learn

Training matched to each team

Keeping refreshers on track

The old way

Chasing people by email

With Sodium Learn

Due dates and overdue status for every learner

Reviewing training with leadership

The old way

Manual exports and out-of-date data

With Sodium Learn

Progress and assessment results to hand

FAQ

Everything you need to know

Can we create training for our own policies and procedures?

Yes. Your team can create structured training around your organisation’s policies, processes and requirements with AI-assisted authoring. You review the content and control what gets published.

Can we assign training to different teams?

Yes. Organise people into teams and departments, then enrol individuals or groups in the training they need.

Can we automate routine learning workflows?

Yes. Set due dates when you enrol learners and use automated reminders to help people stay on track.

How can we track learning progress?

Review progress, completions and assessment results to see where learning stands and where to follow up. These records support your oversight. Completion alone doesn’t establish competence.

Can we track skills as well as compliance training?

Yes. Link training to skills and job titles, then see who holds each skill and at what level. Learners can see the skills they have achieved and the ones they are working towards.

Does Sodium Learn make our organisation compliant?

No platform can determine compliance on its own. Sodium Learn helps you manage learning and keep records. Your organisation remains responsible for its training, competence and regulatory obligations.

Are financial services courses included?

You can create learning around the topics relevant to your organisation. Ask our team about available course content.

Bring financial services training into one place.

See how it works for your teams in a short demo.

Book a demo

Book a demo