Regulatory Training at Scale for Financial Services
MadCap Create gives financial services teams a platform to author, manage, and publish training content on regulations like AML, SOX, KYC, and consumer-protection policies, with content reuse across branches and remote workers. Pair with MadCap Syndicate.AI for multi-LMS distribution and audit-ready page, question, and interaction-level analytics that scale from thousands to tens of thousands of learners.
Leading Financial Institutions Trust MadCap Create
200+
Content Authors Trained on Platform
The Challenge: Wells Fargo’s training content lived in 20+ authoring tools across 100+ locations, with no centralized governance or accessibility standards.
The Solution: MadCap Create and Syndicate.AI as a unified LCMS platform, with Design on Demand templates, three-level strategic tagging, and built-in accessibility.
The Result: 200+ content authors onboarded, all authoring unified on one platform, and accessible learning standards in place across the organization.
50K+
Learners Served
The Challenge: Scale educational programs from 4,000 members to meet rapidly growing demand, without losing quality or satisfaction across multiple LMS platforms.
The Solution: MadCap Create for scalable authoring and MadCap Syndicate.AI for multi-LMS distribution and centralized content management.
The Result: Grew from 4,000 to 50,000+ learners while holding a 94% customer satisfaction score, distributed seamlessly across every LMS.
4 wks
To Hours for Full Rebrand
The Challenge: A company-wide rebranding meant updating every logo, name, and reference across the entire training library, a process that used to take 4 weeks.
The Solution: MadCap Create’s component-based content model with centralized assets and automated propagation across every course.
The Result: Full rebrand finished in hours instead of weeks, shifting from reactive content updates to strategic content management.
Financial services compliance and product training refers to everything from anti-money laundering procedures, Know Your Customer requirements, suitability rules, and cybersecurity awareness, to product knowledge for representatives at banks, broker-dealers, insurance carriers, and asset managers. Programs must satisfy financial-services regulators with documented completion records. MadCap Create provides topic-based authoring, multi-format output across role-specific curricula, and multi-format publishing to SCORM, HTML5, and PDF, so a regulation update can be made once at the source and published to refresh every dependent course and asset.
Purpose-Built Capabilities for Financial Services Training
Regulatory Compliance Training
Author and deliver training on AML procedures, SOX obligations, KYC requirements, and consumer-protection policies, with audit-ready completion records, version history, and documented content for regulator review.
Enterprise-Scale Content Consolidation
Consolidate authoring onto a single platform, as Wells Fargo did when migrating from 20+ tools across 100+ locations, eliminating content silos and pulling consistency back across the organization.
Reusable Training Components
Author structured, reusable training content with Create. The Mortgage Bankers Association built training that scaled to 50,000+ learners with 94% customer satisfaction using MadCap Create and Syndicate.AI.
Accessible Learning by Design
Built-in accessibility checks help training meet WCAG 2.1 and Section 508 requirements, critical for financial institutions committed to inclusive learning across the entire workforce.
Rapid Regulatory Updates
When regulations change, update the content once at the source and publish to refresh every dependent course and asset that reuses it, keeping your workforce current.
Enterprise Security & SSO
Document- and topic-level permissions, version history, and comprehensive audit records support security and documentation requirements for financial-services regulators.
Design on Demand Templates
Free instructional designers to focus on strategy instead of visual formatting. Customizable branded templates keep training consistent and professional across every department and branch.
Strategic Content Tagging
Multi-level tagging makes content discoverable. Wells Fargo uses a three-level strategic tagging system to organize and surface the right training for the right audience.
AI-Assisted Authoring
Sidekick summarizes regulatory content, generates descriptions, and improves readability, so your team spends less time on formatting and more time responding to regulatory changes.
Training Solutions for Financial Services
Specialized solutions for compliance training, branch onboarding, certification programs, and audit-ready content delivery across financial institutions.
Get a DemoDevelop training content covering regulatory topics including AML procedures, SOX obligations, KYC requirements, and consumer-protection policies, with single-source distribution across every branch and remote worker. Create’s version history and content records support documentation requirements for regulator examinations, and Precision Update keeps content current when regulations change.
Standardize onboarding across hundreds of branches and remote locations with template-driven authoring and consistent template application across the training library. Wells Fargo onboarded 200+ content authors across 100+ locations on Create’s unified platform, so every new hire gets the same high-quality training experience.
Scale certification and continuing education programs, authored in Create, delivered via MadCap Syndicate.AI across multiple LMS platforms. The Mortgage Bankers Association grew from 4,000 to 50,000+ learners while holding a 94% satisfaction score, proof that growth and quality can scale together on the right platform. A leading insurance software provider published its first modular eLearning course in under 2 months after switching from static PowerPoint®-based training.
Hold complete audit records, version history of source content in Create plus role-based access controls and xAPI tracking of delivered content via MadCap Syndicate.AI, capturing granular completion and assessment data. When regulators arrive, your compliance training records are ready for examination.
Update logos, product names, regulatory references, and compliance language across your entire training library in hours instead of weeks. Sage Intacct completed a full rebrand of every learning asset in hours using Create’s component-based content model.
Build training that meets WCAG 2.1 and Section 508 accessibility requirements from the start. Wells Fargo used Create’s built-in accessibility features as a cornerstone of their commitment to inclusive learning across the entire workforce.
MadCap Create Resources
Videos & Tutorials
See MadCap Create in action. Watch tutorials covering structured authoring, content reuse, and accessibility features.
Watch Videos
Success Stories
Read how financial services organizations like Wells Fargo, MBA, and Sage Intacct use MadCap Create, paired with MadCap Syndicate.AI where multi-LMS delivery is needed, to scale compliant training across their entire workforce.
View Success Stories
Create Overview
MadCap Create is the enterprise content authoring platform for workforce training, with audit trails and structured content reuse built for regulated industries.
Learn MoreFrequently Asked Questions
MadCap Create provides version history, role-based access controls, SSO authentication, and comprehensive audit records that support documentation requirements for financial-services regulators. Paired with MadCap Syndicate.AI’s xAPI tracking and built-in LRS, you get granular completion and assessment data for every learner.
Yes. MadCap Create publishes SCORM-compliant training packages that you can upload to any LMS supporting the SCORM standard. Teams that need to push the same training to multiple LMS platforms automatically, without uploading to each one separately, typically pair Create with MadCap Syndicate.AI (sold separately), which handles multi-channel distribution and consolidated xAPI reporting.
Create scales to enterprise teams. Wells Fargo onboarded 200+ content authors and 20 support staff on the platform across 100+ locations. Template-driven authoring and role-based access controls keep content consistent and brand-compliant even at that scale.
Yes. Create includes built-in accessibility features that help training meet WCAG 2.1 and Section 508 requirements. Wells Fargo cited these capabilities as critical to their commitment to inclusive learning across the entire organization.
Create’s Precision Update propagates content changes across every dependent course; publish once to refresh every course that reuses the updated content. Sage Intacct’s experience, full rebrand in hours instead of weeks, shows how quickly the platform cascades changes across an entire training library.
Transform Financial Services Training with MadCap Create
Get a demo and see how Create helps financial institutions author training that supports audit-ready compliance workflows, scale to tens of thousands of learners, and keep content current when regulations change.
