Assessment solutions for financial organizations

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.

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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 Technologist

Financial Services Firm

Skill-based assessments & training

Baked-in regulatory compliance

360° of actionable data reporting

Seamless LMS launches

Keep compliant

Ensure your teams meet regulatory requirements with confidence. From AML training to IFRS standards, build competence, reduce risk, and strengthen performance across your organization.

Leverage data

Turn learning data into actionable insights. Identify skill gaps, highlight areas of risk, and create clear audit trails while using robust reporting to guide L&D strategies that make a real impact.

Test real skills

Knowledge matters, but applying it ensures compliance. Discover advanced scenario-based and observational assessments that help verify real-world skills with secure, scalable testing.

Assessments for risk-ready FSI teams

Assessment

Management

Whether it’s hiring, training, upskilling, or compliance, Workforce is designed to drive more value from every stage of your corporate learning programs. Manage assessments at scale, automate reports, and provide a learner-first experience that perfectly balances security and flexibility.

Assessment Management

Whether it’s hiring, training, upskilling, or compliance, Workforce is designed to drive more value from every stage of your corporate learning programs. . Manage assessments at scale, automate reports, and provide a learner-first experience that perfectly balances security and flexibility.

Controlled collaboration

Collaborate on program content with intuitive access and permission controls that allow you to scale without compromising security.

Modern item bank tools

Easily manage your item banks with versioning and audit tools built to support seamless scaling.

Simplified scheduling

Streamline how participants book and manage sessions. Make coordination effortless and keep your programs moving efficiently.

Seamless integration

Build a learner-first L&D program with seamless integrations and centralized data for faster, more efficient deployment.

Assessment

Authoring

Create assessments that closely mirror real-world challenges for authentic skills and knowledge testing that drives more ROI from your corporate L&D programs. Build questions and assessments that make it easy to embed media, generate custom questions in bulk with AI, and enrich the learner experience for learning that sticks.

Assessment Authoring

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AI-powered authoring

Support your SMEs and scale learning without sacrificing quality using AI-generated questions sourced from your own training material and content.

Performance-based testing

Verify and measure skills in highly regulated or customer-focused industries with scalable and skill-based assessment options that reflect real-world stakes.

Limitless creation

Keep learners engaged and bring learning to life by easily adding videos, graphics, and audio files to your assessments.

Assessment

Delivery

Built for learning programs looking to drive growth and scale, our suite of tools makes delivering assessments in real-world environments and to global audiences secure and seamless. Protect test integrity with flexible proctoring solutions, manage translations with comprehensive TMS solutions, and make the most of responsive delivery capabilities.

Assessment Delivery

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Enterprise-grade Infrastructure

Launch into new markets securely with an infrastructure built to keep pace with your goals.

Learning that translates

Expand your learning program’s global reach and support non-native learners with our powerful Translation Management System (TMS) and award-winning Instant Translate features.

Protect test integrity

Balance your test integrity while meeting learners’ needs with powerful proctoring options.

Responsive delivery

Take learning beyond four walls with responsive assessment delivery that’s optimized for mobile and tablet.

Assessment

Scoring and Analytics

Make business intelligence your competitive edge with a range of analytic options that harness complex learning data for actionable insights. From granular detail to the bigger picture, our range of reports help you make more data-driven decisions, surface skill gaps, and deliver faster learner feedback for better results.

Assessment Scoring and Analytics

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AI-Scoring

Save time, maintain quality, and scale confidently with AI-Scoring that leverages your custom grading criteria and empowers your human scorers.

Coaching & feedback

Encourage continuous learning and propel learners to success with personalized feedback built on individual performance data.

Big-picture perspectives

Leverage 360° of insight from your learning program with a range of reports that can give you everything from individual learner performance to overall program success.

Case study

Sanlam Personal Finance

Integration with SAP to support compliance and human capital management

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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.

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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.