Stay audit-ready
Every credential is verifiable and audit-logged, with completion records for regulators and internal reviews.
Digital credentials for financial services
Issue verifiable compliance, product, and certification credentials for employees, agents, and partners, with audit-ready records and enterprise-grade security.
No credit card required • Free for 25 recipients
Trusted by financial and professional services
Why financial services
Audit-ready credentials for a regulated, distributed workforce
Banks, insurers, and financial-services firms use Sertifier to issue verifiable compliance, product, and certification credentials to employees, agents, and partners. Programs automate issuing, keep audit-ready records of who completed what and when, and manage recertification, all with enterprise-grade security.
Manage recertification at scale
Automate expiry and renewal for recurring regulatory requirements.
Certify a distributed workforce
Issue to employees, agents, brokers, and partners across regions with role-based control.
Why switch
From manual records to audit-ready credentials
Records
The manual way
Spreadsheets and manual completion records
With Sertifier
Automated issuing across the workforce
Proof
The manual way
No verifiable proof for regulators
With Sertifier
Verifiable, timestamped, audit-logged records
Renewals
The manual way
Hard to track expiry and recertification
With Sertifier
Automated expiry and renewal reminders
Audits
The manual way
Slow, error-prone audits
With Sertifier
Export-ready reports for compliance reviews
Use cases
One platform for compliance, certification, and enablement
From regulatory training to agent certifications and annual recertification, financial-services teams issue and prove credentials from a single, governed workspace.
Regulatory & compliance training
Issue verifiable, audit-logged records for regulatory and conduct training across the business.
Agent, broker & advisor certifications
Certify agents, brokers, and advisors with credentials they can prove to clients and regulators.
Digital certificates
Product & platform certifications
Certify staff and partners on products and platforms to ensure consistent expertise.
Partner & channel enablement
Enable partners and channels with verifiable certifications that signal trust.
Digital badges
Onboarding & role readiness
Recognize onboarding milestones and role readiness across teams and regions.
Annual recertification programs
Run annual recertification with automated expiry and renewal reminders.
Built for financial services
Features tailored to banks, insurers, and advisors
Audit-ready completion records
Verifiable credentials and timestamped, audit-logged events for compliance evidence.
Recertification workflows
Expiry, renewal, and recertification workflows with automated reminders.
Enterprise security & access control
SOC 2 Type II, ISO 27001, GDPR, SSO/SCIM, and US/EU data residency.
LMS/HRIS integration
Connect your corporate LMS or HRIS via REST API, webhooks, and Zapier.
Reports for risk & compliance
Analytics and exportable reports by program, team, or region for leadership.
White-labeled credential portal
Run a branded credential portal on your own domain.
Seamless ecosystem
Connect to the tools you already trust
Native LMS and CRM integrations plus REST API and webhooks. Build credential workflows in minutes without spreadsheets.
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100+ Integrations
Security & compliance
Security and compliance financial services can trust
Security leads everything we build. Sertifier is independently audited and certified, with encryption, enterprise access controls, and a choice of US or EU data residency.
- SOC 2 Type II audited
- ISO 27001 and GDPR compliant
- Encryption in transit and at rest
- SSO and SCIM for provisioning and access control
- Role-based access and detailed audit logs
- US or EU data residency
ISO 27001
SOC 2 Type II
GDPRSSOI'll pay/· 2 months free
$750per year
Start for freeNo card · cancel anytime · 30-day money-back · The free plan covers up to 25 people
FAQ
Financial-services credentialing, answered
Does Sertifier keep audit-ready training records?
Yes. Every credential is verifiable and every action is timestamped and audit-logged; export records for regulators and internal reviews.
Can we manage recertification for regulatory requirements?
Yes. Set expiry dates and automated renewal reminders for recurring requirements.
Is Sertifier secure enough for financial services?
Sertifier is SOC 2 Type II audited, ISO 27001 and GDPR aligned, with SSO/SCIM, role-based access, encryption, and US/EU data residency. See our security overview.
Can we issue to agents and partners outside our org?
Yes. Issue to employees, agents, brokers, and partners with role-based control and a white-labeled portal.
Does it integrate with our LMS/HRIS?
Yes, via REST API, webhooks, Zapier, and LMS/HRIS integrations. See all integrations.
Can compliance teams pull reports?
Yes. Export completion and engagement data by program, team, or region. Explore analytics.
Can we automate compliance training certificates?
Yes, issue verifiable training certificates automatically when employees complete required training. For firm-wide rollouts with SSO and SLAs, see our enterprise solutions.