We know how to help Australian Financial Services firms
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.
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.
BONUS: All topics appear in your branding too!
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 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
Involve PDMs, coaches and managers
Fully supported from Australia
All this for less than a coffee?
Your own private, branded cloud training platform starts from just $5 per user.
No set-up fees. Pay only for actual use. There's really no excuse!
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Australian support for
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.
Get started in minutes
Speak to our team today and we'll provide you with a free trial portal and all the support you need to be successful.
request demo and trial portal