Financial Services

From Compliance to Capability – Learning That Moves with the Business

In a highly regulated and fast-evolving domain, continuous learning is critical — not just for regulatory compliance but to upskill wealth advisors or insurance advisors drive digital adoption, and build customer trust. Whether you’re onboarding agents, educating branch teams on new products, or running fraud prevention training, Diwo helps you deliver structured, trackable, and secure learning at scale.

​

We have the capabilities to actively support :

​

• Banking (Retail & Corporate)

• Insurance (Life, Health, General)

• Asset & Wealth Management

• NBFCs, FinTech & Payments

​

Simplify Compliance. Elevate Capability. Empower Growth.
From fraud awareness to regulatory training and role-based upskilling, financial institutions face rising expectations. Diwo helps banks, insurers, fintechs, and NBFCs streamline onboarding, reinforce policies, and build future-ready teams — without overwhelming admins or learners.

​​

These sample use cases reflect how Diwo powers compliance, upskilling, and advisor onboarding in BFSI. We also support deeper integrations for role-based learning and certification journeys across financial ecosystems.

1. New Agent/Advisor Induction
   Deliver pre-joining micro learning, product primers, and ethics training through WhatsApp or SMS. Get new recruits job-ready before their IDs are even generated.

2. Credit & Risk Training
   Design structured learning pathways around loan products, credit evaluation, risk profiling, and underwriting. Offer refresher modules as regulations evolve.

3. Fraud Awareness & Cybersecurity
   Roll out interactive, scenario-based training for frontline staff and advisors to identify and prevent fraud. Include real-time alerts and assessments to ensure vigilance.

4. Succession Planning for Branch Managers
   Create role-transition learning journeys with leadership modules, business acumen tracks, and on-the-job assignments for aspiring branch heads.

5. Regulatory Compliance Certification
   Automate compliance learning and certification cycles. Track completions, send reminders, and generate audit-ready reports — all from a single dashboard.

Want to simplify compliance while building future-ready financial talent or want to explore how Diwo can support your cause. Request a demo. 

​