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The learning platform for financial services

Tribal Habits provides a one-stop solution to training, CPD, compliance, induction product knowledge and best practices. We are the learning platform for financial services organisations in Australia.

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We know how to help Australian financial services firms

About you

Your organisation is either a stand-alone financial services organisation, are part of a financial group or are the licencee organisation for a range of smaller practices.

You are managing staff, consultants or advisers with both technical, commercial and personal development requirements. Staff are often time poor and widely distributed, making training, induction and compliance a tricky task.

About Tribal Habits

Tribal Habits is an Australian-based digital learning platform which helps optimise employee induction, drive compliance training and share best practices.

We help financial services organisations save money on training while making knowledge available to everyone involved in the organisation regardless of their location. We can help you standardise processes, share best practices and boost commercial skills.

Why financial services firms use Tribal Habits

We aren’t another learning management system nor are we a technical training provider. Tribal Habits helps you capture and transfer knowledge within your organisation – processes, software, documents, skills, knowledge and more. Power your induction, compliance, best practice, product knowledge or technical training like never before.

No upfronts and only pay for actual usage

We know that you are balancing a budget. You need to maximise spending on driving client growth, not on training administration. Unlike most learning platforms, Tribal Habits has…
No deployment fees
No implementation or set-up fees
No on-going support fees
Flexible monthly subscriptions
PLUS: Pay only for actual monthly users

Reduce the time and expense of training

Tribal Habits is not only extremely low cost to implement – it can also help reduce other expenses for any financial services organisation.

Allow your staff to access knowledge when and where they have time. Eliminate travel costs, room bookings, catering costs and the delays in providing training. Reduce repetitive 1:1 training sessions held by senior staff whenever a new employee joins. Critically, help new employees avoid bad habits and early mistakes by teaching the correct standards and processes from day one.

Boost revenue through client skills

While Tribal Habits can help lower expenses, accelerate productivity and reduce compliance risks, it can also help improve revenue. Advisers and staff in financial services organisations often receive significant technical training with minimal commercial training. Client-facing staff are often assumed to have client-facing skills, but many do not!

With Tribal Habits you can tap into our library of ready-made content AND capture and share your own internal best practices on…client interview skills, running client meetings, building client engagement, updating your CRM, writing proposals, call-centre skills, product knowledge, managing time and more.

Tap into relevant ready-made training

You can access a library of ready-made, Australian-lawyer approved compliance training modules for your all staff. Cover all key compliance and induction issues including IT security, privacy laws and workplace behaviours for all staff in all locations. All compliance topics are regularly updated with assessments and certificates.

You can also access an amazing library of personal development training, covering everything from building trust, managing clients, service excellence, improving productivity and managing staff. All development topics include on-the-job activities which can automatically involve managers or PDMs. All topics track hours of training for CPD purposes.

Rapidly transform PDFs, slides and videos

It’s not just ready-made training either. Tribal Habits is built around a completely guided content creation process. Anyone can follow a step-by-step process to create interactive online training. If you have limited L&D staff, Tribal Habits can leverage their capabilities to produce more custom training content than ever before.

Take all those slides from PD events and transform them into engaging training which people want to do! Upload videos for sharing in any location – recorded PD sessions, expert webinars or internal interviews. Rapidly create training on new regulations, legislation or standards. Add quizzes or offline assessments in minutes.

Simple and automated administration

We know that most financial services organisations do not have dedicated training staff. So Tribal Habits has been designed for anyone to use – it’s not a complex learning management system which requires expert learning staff to operate.

Our interface is modern, branded to your organisation and easy to use. Training modules in Tribal Habits are available on any device, in any location at any time. And it’s filled with automated features to management enrolments, send reminders, prepare certificates and more.

All the key features modern financial services firms need to boost learning outcomes

All content in your branding

Professional development training modules

Australian compliance training modules

Create your own training in minutes

Automate induction for new staff

Provide training for all roles

Pay only for actual usage

Available 24 hours a day on any device

Fully supported from Australia

All this for less than a coffee? Plans from just $7.50 per user!

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Australian support for Australian organisations

Just like you, we are based in Australia. Tribal Habits is proudly designed, built and operated from Australia. All support is provided from Australian teams in Australia business hours.

Your administrators receive free upfront training as they establish their portal along with access to our extensive knowledge base, support webinars and built-in training topics. We are with you all the way.

Trusted by leading organisations

Proudly built and supported in Australia, while helping organisations around the world
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