Case Study: Williston Financial Group achieves stronger compliance and employee engagement with OpenSesame

How Williston Financial Group Engaged Employees, Improved Training Satisfaction Scores, and Saved $78K

Williston Financial Group, a title insurance and real estate settlement services company, faced the challenge of keeping a large, multi-generational workforce compliant across 145+ policies while only a two-person training team managed onboarding, audits, and ongoing development. The company needed a scalable way to maintain high completion rates, improve engagement, and support leadership development, and it used OpenSesame as part of that effort.

OpenSesame helped Williston Financial Group curate a library of 300+ courses and build role-based learning paths aligned to compliance and job needs. With OpenSesame, WFG improved compliance adherence by 40%, boosted SOC2 audit preparedness by 10%, increased employee engagement by 30%, and raised training satisfaction by 15%; training time also dropped from 8 to 6 hours per employee, saving 2,740 hours and more than $78,000.

Williston Financial Group

Christina Gutierrez

Compliance and Training Specialist