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Customer Story

Industry: Financial services

Location: California, United States

Established 2001

Website: www.complianceease.com

Project delivered by

They've made a commitment to keep
improving LMS365. We've seen that and it validates the investment that we've made

Frank Tuttle
Senior Vice President of Technology


ComplianceEase® is a leading provider of risk management solutions to the financial services industry. The company’s products include ComplianceAnalyzer®, the mortgage industry’s most adopted technology solution for automated compliance, serving over 400 satisfied institutional clients.

Business challenges

  • Had no prior experience delivering formalized employee training programs or leveraging learning management systems.
  • The company needed to create a learning environment for security and privacy-related training.


  • ComplianceEase searched for a system that could leverage existing technology infrastructure.
  • In august 2014, they implemented LMS365 after a thorough selection, trial, and beta process.
  • In terms of total cost, LMS365 ranked number one compared to other LMSs the company reviewed.


  • Soon, they established webinar and online courses on security, privacy and compliance.
  • They had internal training for employees and managers, with each group designated their own specific learning path.
  • ComplianceEase has experienced a continuous development of the LMS365 platform with new functions and a steady stream of enhancements.

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