Reduce risk, maintain regulatory compliance, and create clear audit trails with powerful assessment solutions built for financial organizations. Whether you’re a bank, insurance company, accounting firm or credit union, we have the tools and tech to support your essential learning and certification programs.
We have a lot of different assessment takers across a variety of different regions, locations, and roles. Questionmark provides a hard to replicate capability in being able to break down our assessment reporting into a level of granularity that we need.
Learning TechnologistFinancial Services Firm
Skill-based assessments & training
Baked-in regulatory compliance
360° of actionable data reporting
Seamless LMS launches
Keep compliance at the heart of your business
We know meeting regulatory compliance requirements is your top priority. From essential Anti-Money Laundering (AML) compliance training to adhering to the International Financial Reporting Standards (IFRS), your teams’ competence and confidence in meeting industry standards is non-negotiable.
From fixed form tests to modern scenario-based and observational assessments, we give you the power to verify any skill or competency at any level with flexible and powerful testing methods that bring the real-world stakes to your learning programs.
Case study
Sanlam Personal Finance
Integration with SAP to support compliance and human capital management
Drive important decisions with trusted data
With 360°of actionable data at your fingertips you can surface skill gaps, spot areas of risk, and create clear and easy audit trails for every aspect of your program. With a wide range of robust reporting options including individual performance, coaching reports, and program efficacy to name a few, your learning data can become the driving force of your decisions for L&D that makes a real impact.
Measure real-world performance with skill-based assessments
Testing your team’s knowledge is important – but applying that knowledge in real-world settings is the key to compliance. Discover a host of innovative and in-depth assessment styles from observational to scenario-based that open a window into your team’s abilities and go beyond just knowledge recall.
Secure, scalable, and built to verify on-the-job skills.
Integrate seamlessly with your LMS
No matter what LMS you’re using – from Workday Learning to Cornerstone OnDemand or something entirely different – our assessment solutions integrate seamlessly to ensure your team’s experience is always smooth. Launch assessments straight from your LMS and harness learning data for more strategic L&D decisions.
Protect test integrity with flexible proctoring options
Ensuring the validity of test results is vital – especially for your high-stakes exams. Mitigate cheating risks with a robust infrastructure that provides essential tools like locked-down browser features and three powerful proctoring solutions.
Manage candidate aptitude tests & continuously improve your staff
Looking to gauge the skills and knowledge of a potential hire? Create comprehensive candidate aptitude tests that test real-world skills and confirm if you’ve got the right person for the job.
And why stop there? Build learning into the bedrock of your organization with modern assessment solutions that empower you to support your team with continuous improvement and career development opportunities.
Bring expert-level questions to your assessments with AI
Creating assessments that measure your specific needs means diving into the detail with subject matter expert (SME) created content. Take the heavy lifting away from your SMEs with AI-assisted authoring that can build item banks of quality content based on your specific L&D material, guides, and regulatory compliance guidelines.
Explore the rest of the platform
Deliver best-in-class assessments for valid results
Integrations
A seamless part of your learning ecosystem
With out of the box industry-aligned standards for integrations, as well as a suite of APIs to allow you to build it your way, we’ve got everything you need and more – and a team of solution experts to help guide the way.
Translations
Innovative award-winning translations
Whether it’s making tests more accessible for non-native speakers, to managing translations for content creation and delivering in over 30 languages, we’re leading the way.
Security
A no-compromise approach to security
At Questionmark we take security seriously. We’re ISO27001 certified, GDPR compliant with a FEDRamp approved solution for US Government. We keep data safe for some of the world’s largest organizations – and we’ll do the same with yours.
Trusted by 600+ customers worldwide
Webinar
Introduction to Questionmark’s Assessment Platform
Learn the basics of authoring, delivering and reporting on surveys, quizzes, tests and exams using Questionmark’s assessment platform.
Related resources
Read the latest research and find out ways to improve your assessment program with our reports, blogs and webinars
Webinar recording
Observational Assessments – What are they, why, and when should you consider using them?
Our consulting partner, Jim Parry, Owner and Chief Executive Manager of Compass Consultants, LLC, delves into the world of observational assessments.
Blog
L&D in 2025: from traditional to transformative
The world of Learning and Development (L&D) is built on change, so how do you stay ahead in 2025?
Report
How to Retain the Best Staff in Financial Services
Measuring staff skills can help FS employers build and retain the best talent.
Get in touch
Talk to the team to start making assessments a seamless part of your learning experience.