Instant Policy Access for Regulatory Compliance

Search-first compliance training for financial services. Employees find regulatory updates and policy documentation in seconds — not buried in course catalogs. Audit-ready tracking included.

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Customer training
Customer training through LMS platform

Training Needs to Match the Speed and Risk of Modern Investing

Key challenges:

  • Regulatory updates buried in courses: When regulations change, employees need immediate policy access — not enrollment in 45-minute compliance courses.
  • Policy documentation scattered: Advisors search across multiple systems for compliance procedures, wasting billable time.
  • Audit trail gaps: Manual tracking of who accessed which policies creates compliance risk during audits.
  • Can't identify compliance knowledge gaps: No visibility into what employees search for but can't find in policy documentation.

Search-First Compliance Training

Beetsol makes policy documentation instantly searchable while maintaining audit-ready compliance tracking.

How it works:

  • Search-First Policy Access: Employees search "wire transfer limits" and get the exact policy section — not the entire compliance manual.
  • AI Skill-Tagging Engine: Every policy document and regulatory update indexed by topic and regulation type. Search results match functional needs, not just document titles.
  • Full LMS for Mandatory Training:Required compliance courses with deadline enforcement and completion tracking. Compliance reports ready for audits.
  • Gap Detection for Compliance Risk: Analytics show what employees search but can't find in policies. Fix critical gaps before regulatory violations.
  • Embedded in Workflow: Access policies from within your firm's existing platforms. No separate training portal login required.
LMS designed for customer education programs
Customer training through LMS platform

Stronger Knowledge, Smarter Compliance, Greater Confidence

Indicative outcomes:

  • 30% Faster investor and advisor onboarding with AI-powered discovery.
  • Improved adoption of risk and compliance modules through in-context access.
  • Measurable readiness across investor segments and partner firms.
  • Clear audit visibility and reduced manual reporting.

Why Choose Beetsol for Finance

Experience AI-native learning for investment and wealth management
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