Case Study: Afore XXI Banorte achieves 50% cost savings and full regulatory compliance with Totara Learn

Mexico’s Leading Pension Fund Manager Boosts Compliance and Cuts Costs by 50% With Totara

Afore XXI Banorte, Mexico’s largest pension fund manager with over $42bn AUM and 17 million account holders (2013), faced strict regulatory requirements from CONSAR requiring regular, auditable training records and reports. The company needed a cost‑effective learning system that could produce regulator‑specific reports, support blended learning for employees and partners, and automate compliance processes.

Aura Interactiva implemented Totara Learn, delivering custom on‑demand reporting, a blended learning mix (e‑learning, up‑to‑date content, and face‑to‑face training), hierarchy‑based competency targeting, and automated certification. The result: 100% fulfillment of CONSAR’s mandatory training, real‑time custom reports, 50% reduction in operational costs, 100% nationwide coverage with over 7,500 users, and higher learner engagement (15%+ voluntary course enrollment).

Afore XXI Banorte