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.

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Submit your next proposal, within 48 hours or less

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The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

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logo

The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

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