RFI for Compliance Training Solutions for Institutional Investors
Location:
British Columbia, Canada
Posted on:
Nov 14, 2025
Deadline:
Dec 3, 2025
Summary:
Request for information on compliance training solutions tailored for institutional investors, including content, customization, and LMS integration.
(1) Vendor needs to provide compliance training solutions for institutional investors.– Market intelligence on compliance training solutions designed for or adaptable to institutional investors, including current offerings, capabilities, and pricing models.– Market solutions that can provide:– Institutional investor–specific content reflecting buy–side investment operations.– Engaging learning experiences through diverse training formats that accommodate different learning preferences and role–specific needs.– User–friendly customization tools allowing our compliance team to tailor content and incorporate organization–specific policies without extensive technical knowledge.– Integration with agency learning management system for tracking and reporting capabilities.
