Brex + Ethena: A Huge Compliance Training Upgrade

Brex, a fintech provider supporting fast-growing companies with spend management solutions, recognized that its compliance training program was way too onerous for their admins and learners. Their previous provider didn’t stay on top of the evolving legal landscape and the manual nature of their system left the People Operations team with a time consuming headache.

Brex needed a modern compliance partner that could deliver legally accurate, relevant, and scalable training aligned with the company’s high-performance and compliance oriented culture.

The Challenge: Manual Work, Missed Updates, and a Disconnected Learner Experience

Before making the switch to Ethena, Brex’s compliance program was inefficient, manual, and time-consuming:

• Manual Admin: Training assignments and completion reminders needed to be done manually to ensure training was assigned to the right learners and was completed within the deadline.
• Missing Compliance Changes: Their previous vendor missed key regulatory updates, leaving the burden on Brex to track compliance changes themselves.
• One-Size-Fits-All Approach: Without an integration to their HRIS, Brex had to default to the most stringent training for all learners. They ended up overtraining because assignments were not tailored to location and role.
• Poor Learner Experience: A confusing user experience left many learners unclear on whether they had completed their training.

Relieving The Admin Burden: Automated, Accurate, and Proactive

Ethena replaced complexity with simplicity, eliminating manual effort through automation.

"Ethena has enabled us to fully automate our compliance training. The Workday integration ensures targeted training delivery based on employee location and role, while automated Slack and email reminders drive timely completion. It's genuinely a 'set it and forget it' system that has significantly increased our People Operations team's capacity by eliminating the need for manual assignments and follow-ups."
Shelby Moran
Manager, People Operations
Brex

People Ops headaches were relieved through Ethena’s simple integration and automations:

• Workday Integration: Any employee hire, role change, or location updates were automatically passed to Ethena, ensuring they always had up-to-date roster information.
• Automated Assignments: With their HRIS integration in place they could ensure learners always receive the right training triggered at the right time, automatically.
• Easy Reminders: Slack and email reminders nudge employees to complete training assignments, while managers are looped in to help drive completion.
• Proactive Compliance Updates: Ethena monitors regulatory changes and updates training accordingly. No more manual tracking or guesswork.

"Ethena completely lifts the burden of keeping up with evolving compliance requirements. Their proactive monitoring of regulatory changes—and seamless integration of those updates into training—means our team no longer has to spend time manually tracking compliance shifts. It's been a significant time-saver and gives us confidence that we’re always up to date."
Shelby Moran
Manager, People Operations
Brex

Brex began with Ethena’s Harassment Prevention course and the process went so smoothly they quickly expanded to add on Workplace Violence Prevention and HIPAA.

Clear Positive Learner Feedback and Effectiveness

Ethena delivers engaging, relevant training content and ensures it resonates by offering visibility into learner sentiment and effectiveness through built-in positivity ratings and check-on-learning scores. This feedback gives Brex valuable insight into the true impact of each training assignment.

Ethena’s intuitive reporting dashboard provides even more visibility through real-time completion data by course and the ability to drill down by location, department, and manager status.

"From the seamless, 'white glove' implementation to their fantastic ongoing support, Ethena has been a phenomenal partner. We initially launched harassment prevention, and given the smooth experience and how positively it was received, we’ve confidently expanded to roll out additional courses like HIPAA and Workplace Violence Prevention with them."
Shelby Moran
Manager, People Operations
Brex

Compliance That Works for Modern Teams

For a high-growth company like Brex, Ethena offered more than just a better training tool. It was a step change in deploying a smarter, future-ready compliance program that scaled with the business, minimized risk, and gave them valuable time back in their day.