Case Study: SumTotal customer (private $4T financial institution) achieves intuitive UX, faster compliance reporting and modern mobile learning with ExpertusONE

$4 trillion financial institution upgrades aging SumTotal system to ExpertusONE LMS

A privately held financial institution with roughly $4 trillion in assets and nearly 200 years of history needed to replace an aging SumTotal LMS. Their priorities were a simplified user experience, expanded compliance reporting, modern mobile learning, and smoother integrations, as the existing system suffered from a non‑intuitive interface, slow complex reporting, and difficult integrations.

After evaluating SumTotal upgrades and a new Saba system, the bank selected ExpertusONE for its modern functionality. The platform delivered an intuitive UX with learner-group segmentation, robust analytics and compliance reporting (reports in five clicks or less, mobile dashboards, custom alerts), seamless API integrations with systems like Workday and Salesforce, and advanced mobile features (offline sync, actionable analytics, Presence Sensing, instant contact share), improving reporting speed, compliance visibility, integration ease and mobile learning capabilities.

SumTotal