Conversational Role-Based Compliance Training

A new approach to training of both technical expertise and professional development

Speed & Convenience
Master the curriculum in a fraction of the time with bite sized 15 minute micro-lessons
Better Retention
Our courses break down complex regulations into digestible real-world situations
Certificates of Completion
Proudly display your course certificate and build a culture that encourages professional development
According to research, 69 percent of employees are more likely to stay with a company for three years if they experienced great onboarding. Invest today in your employee training programs and retain your employees.

These new series are perfect for those who are new to banking or new to their role. These series utilize conversational-based training – a new approach to compliance training designed to enhance your existing training programs. Courses cover relevant topics in 15 minutes or less, making them ideal for weekly or monthly meetings.

Each series includes:

1. 20 video-based courses under 15 minutes each
2. Quiz/Assessment at the end of each course
3. Certificate of Completion at the end of each series


Check out this video for a course preview:


Add the Following Talk Series to Your Onboarding Plan Today!

Teller Talks
A series of conversations that provide a more casual approach to learning fundamentals about checks, cash, holds, regulations, and other important topics. Designed for the ongoing development of your tellers and branch staff, some talks can fulfill annual training requirements such as BSA, Security and Regulation CC on Holds.

BSA Talks
A series of conversations about Bank Secrecy Act (BSA) topics for the deposit area. Short microlearning offers 20 courses in under 15 minutes each, covering fundamentals of BSA compliance and other important topics.

New Accounts Talks
A series of conversations about banking topics for the New Accounts area, helping students learn fundamentals about account ownership, tax reporting, signature cards, documentation, cash, holds, regulations, and other important topics. Some talks can fulfill annual training requirements such as BSA, Security and Regulation CC on Holds.

IRA Talks
A series of conversations about IRAs topics for the deposit area. Short video-based courses covering the fundamentals about IRA products, movements, distributions, compliance, and other important topics. Designed for weekly or monthly meetings, orientation or ongoing development of your IRA Coordinators and branch staff, these Talks are a new approach which will complement and enhance your already developed IRA training programs.

BSA for the Board Talks
Unlock a new level of Board Secrecy Act (BSA) comprehension with our dynamic training series, "BSA for the Board Talks." Engage your executive leadership in insightful conversations covering critical BSA topics tailored for board members.
Ready to Talk?

Let's start "talking" about your compliance training programs today!
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