Case Study: JPMorgan Chase achieves scalable, fully tracked compliance training with SumTotal Systems (SumTotal Learn/ToolBook)

JPMorgan Chase - Customer Case Study

JPMorgan Chase & Co., a leading global financial services firm, needed a scalable way to train rapid growth in its card services department. The performance improvement team required a content-authoring solution that reduced overall training time, kept employee knowledge current with changing requirements, and integrated seamlessly with the company’s SumTotal Learn LMS across diverse desktops and sites.

Chase implemented SumTotal Learn: ToolBook, enabling subject-matter experts to build media-rich courses with embedded, LMS-integrated assessments. The solution provided complete tracking and question-level assessment data, supporting more than 1,000 courses and 300,000+ online compliance training completions annually (over a million completed), with all compliance training scored and tracked.

JPMorgan Chase

William Loucks

e-learning Technology Manager