Welcome,
Lineup understands your organizations needs.
FINRA’s responsibilities of managing and upholding your examination and education programs, membership relations, and corporate governance responsibilities can be tedious. We are confident in Lineup’s proven track record of assisting organizations specializing in financial services exam programs will be of service to your organization.
Lineup is an online solution designed to automate and streamline the volunteer management process.
Our platform simplifies the communication, recruitment, and data collection of the members in your regulatory board and examination committees.
A current client list of Lineup can be found here.
Key benefits of your organization using our services
Exam & Content Development
Lineup’s functionalities provide you with the right tools to aid you in your exam development journey.
Data Privacy/ Security
Your people data is secure in our cloud-based software. The Lineup platform contains added security with our Auth0 integration for login.
Segmentation
Improve your data. Lineup allows you bring in historical data, makes data transparent, and improves the lifetime value of your data.
Automate Processes
Automate tough tasks like recruitment, data gathering, and evaluations to streamline your processes and improving your team management
Improve on your Program
Use Lineup’s survey and evaluation features to find out exactly how your volunteers are performing and what they think of your committees, workshops, and panels.
Current Use Cases
Lineup has a number of clients . We are proud to announce our current NPS score of 100%.
One of power users at the American Immigration Lawyers Association has used Lineup for membership and volunteer management.
“Lineup is an incredible tool that has been life-changing for me, my colleagues, and our volunteers. It makes our jobs easier AND makes us look good. Plus, you guys are very responsive and open to suggestions.”
-Senior Director @ AILA
CFP Board has utilized our platform to manage their financial services exam program.
“Our experience can be summed up by hands-on customer support, quick response time, and an easy-to-use intuitive interface.” - Director of Examinations @ Certified Financial Planner (CFP) Board