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ProSight Documents & Resources

A centralized location that expands the documents and resources available to your learners.

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Control Versions, Distribute to Users, and  Track Views

ProSight understands the importance of providing job aides and relevant reference material, regulatory updates and learning tools that your employees can leverage to be more effective.

This is why we have created a centralized location within the ProSight Learning Manager that expands the documents and resources available to your learners beyond courseware.

A Centralized Compliance Resource Hub

ProSight Documents & Resources contains more than 300 documents including key content such as topic overviews, checklists, red flags, whitepapers, job aids, and videos.

This feature provides users of the ProSight Learning Management System with:

Quick References

Learners can search the catalog and pin these important resources to their student dashboard for quick one-click access.

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Centralized Policy Repository

Store all your organizations policies and procedures in one centralized portal with the rest of your training.

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Real-Time Reporting

Training Administrators and Managers can distribute and track usage to help identify which topics or resources have been viewed most, potentially highlighting trends within your organization.

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Additional Content

Access to a library of ProSight maintained documents.

Document & Resource titles include:

  • Completing a Suspicious Activity Report (SAR)
  • Collections Warning Signs and Solutions
  • Federal Records Retention Requirements
  • Fair Lending Considerations: Avoiding Discrimination
  • Elder Financial Abuse Red Flags
  • Cash Daily Balancing Checklist

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Learning Beyond Just Courseware

With ProSight Documents & Resources, you are taking a crucial step towards changing your learners’ compliance-related behavior. You can:

  • Access hundreds of documents and resources ProSight has to offer.
  • Integrate your own job aides and policies.
  • Upload and distribute current versions of job aids and training resources.
  • More easily distribute these important resources to users at your organization, track progress, and monitor learning activity.

Since this functionality’s launch, ProSight clients have distributed more than 80,000 documents, with more than 5,000 documents flagged by learners for easy reference. Popular titles include: “Military Lending Act,” “Regulation B,” and “Reg Z: Fundamentals for Real Estate Loans.”

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Strengthen Training Across Your Organization

ProSight provides the expertise, training, and tools financial institutions need to stay compliant, manage risk, and develop their workforce.

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Our Offerings

Industry-leading insights, training, events, analytics, tools, and resources

Explore our range of solutions designed to help you act with confidence.

ProSight offerings are research-driven and grounded in sound compliance and risk management principles. Network, innovate, learn, and engage with valuable peer connections, resources, and insights.

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Compliance & Training

Strengthen your skills through industry-leading on-line compliance training, risk management courses, and professional development.

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Peer Sharing & Collaboration

Connect with other financial services leaders in trusted, engaging events – roundtables, conferences, chapters, and more – in-person and virtually.

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Decision Support Solutions

Access industry-specific benchmarking, data, resources, tools, and technology to help you manage your business and act with confidence.

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Thought Leadership

Research and insights from financial services experts.

Creating Ripple Effects Throughout the Financial Services Industry

Together as ProSight, BAI and RMA have enhanced our abilities to support you at a time when the industry is challenged to meet changing customer needs, adopt new technologies, and manage more complex risk, compliance, and fraud issues. We are here to help you conquer these challenges, guide you towards new opportunities for growth, and empower you to act with confidence.

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