Case Study: JPMorgan Chase & Co. achieves scalable, LMS-integrated compliance training with Skillsoft

Delivering learning and development to thousands of customer-service employees

JPMorgan Chase & Co., a leading global financial services firm, needed to scale training for its rapidly growing card services department. The performance improvement team sought a content-authoring platform that would reduce training time, keep employee knowledge current with changing requirements, and integrate seamlessly with the company’s SumTotal Learn LMS while running across diverse desktops at multiple sites.

Chase implemented SumTotal Learn: ToolBook, enabling subject-matter experts to create media-rich, LMS-compatible courses with embedded assessments and question-level tracking. The solution supports over 1,000 courses, delivers 300,000+ annual compliance completions (more than a million completed overall), and ensures all compliance training is scored and tracked—making it easier to identify knowledge gaps and improve learning outcomes.

JPMorgan Chase & Co.

William Loucks

Chase Card Services E-learning Technology Manager