Primerli for Financial Services

Make Sure Your New Hires Understand Your Industry—From Day 1

Make a great first impression and give your new hires an incredible onboarding experience with the most engaging library of professional learning content available.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Created in collaboration with seasoned industry experts from Fortune500 companies.

Built By Subject Matter Experts In Your Industry

We understand just how long it takes to onboard new employees and make sure your entire staff stays up-to-date on important industry shifts. But, often, professional learning content is far from effective. What if your learning and development content was actually engaging and entertaining? And your entire staff could deepen their understanding of your industry in just 1 hour? See what’s possible with Primerli.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Try It Free

Unlock an Entire Library of Industry Crash Courses—Instantly

We collaborate with subject matter experts from Fortune500 companies to create our unique industry primers. Plus, every two years, we refresh our courses to make sure your staff is completely up to date on important shifts in your industry.

Try It Free

Reduce On-the-Job Training Time from Months to 1 Hour

We’ve spent years researching, interviewing SMEs, and developing concise, 1-hour industry primers so you can get new employees up and running on day one.

Skyrocket Staff Engagement with Unmatched Production Quality

Engage your staff on your industry from day one with professionally animated video courses and real-world assessments that reinforce learning.

Slash Onboarding Learning & Development Costs

With Primerli, never worry about costly in-house development for your training materials again. Instead, rest easy knowing our courses are 24x more cost effective than slide-based training.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Testimonials

Primerli is the single best investment we've made for our research teams. It helps us quickly build credibility with candidates and clients. Our clients know we see them as more than a transaction—all because we have a deep understanding of their industry and lingo from the outset… and it only takes us an hour of prep. Primerli is truly a game changer for executive search.”

Aaron H.
Head of Research - Global Executive Seach Firm

“It used to take me days or even weeks to ramp up my team when we start a new case. Now it takes one hour! It’s hard to believe just how much they pack into a 1 hour course, but they really don’t waste a minute of your time."

Stephen R.
Principal - Global Management Consulting Firm

“Primerli’s courses have been an incredible onboarding tool for us. It used to take days to onboard a new hire and teach them how the insurance industry works, but now any new hire can jump right into their responsibilities from their very first day.”

Jack P.
Head of Talent - Insurtech Firm

“We’ve found that things really run a lot more smoothly when everyone in our corporation, from customer service reps to senior execs, understands how the overall banking industry works. The biggest benefit of Primerli has been the increased engagement from employees. Primerli really changed the way we think about employee onboarding.”

Lisa R.
Chief Learning Officer - Global Bank

“Primerli has really helped us understand exactly how our product fits into different industries. Having this kind of context is invaluable because our salespeople have been able to quickly create use cases, enrich conversations with prospects, and close a lot more deals.

Ava P.
Founder & CEO - HR Software Company

“Lawyers always look at problems through a legal lens, but Primerli opened up this secret door into our clients’ context. Now, I not only understand their legal problems but also their business. That’s a different level of engagement.”

Miranda L.
Legal Counsel

“Primerli has been such a great resource for preparing our students for life after graduation. They can evaluate their career options, narrow down which industries might be right for them, and even prepare for interviews. We’ve already heard from several students that their interviews went so much better thanks to Primerli’s content.

John P.
Director, Career Services