Banks, lenders and insurers

Show every branch person understood the circular, not just opened it

The circular becomes a short lesson in your branch languages, with a test. Each person gets a certificate, and compliance sees who’s missing, branch by branch.

The problem

A new circular lands. Every branch has to understand it.

  • Opened is not understood

    A circular is sent to every branch, and compliance has to show each person understood it.

  • The KYC and AML refresh, again

    The same refresh every year for every branch, with a record that holds up when it is checked.

  • Field roles turn over fast

    New officers and sales staff join every month and need the rules from their first day.

How it works

From a circular to proof, branch by branch

  1. Send the circular or procedure

    The circular, the KYC or AML procedure, or the product note, as it is.

  2. A short lesson and test in your branch languages

    Every figure is checked against the document. Compliance approves the plan and the questions before anyone sees them.

  3. Who’s certified and who’s missing, by branch

    A certificate per person, reports by branch, region and role, and an evidence pack with every record.

What you get

What compliance gets

  • A certificate per person

    It names the course version and the language, with a QR code and a public page anyone can open to check it.

  • Branch by branch

    Reports by person, role, branch, region and country, with CSV exports.

  • Who is missing

    The evidence pack lists every record with its language, version, score, date and verify link, and who is missing.

  • Into your LMS

    SCORM that reports the score and pass or fail, so your LMS stays the place staff learn.

  • The next circular, the same way

    Change a lesson and choose who retakes it: at their next renewal, or now, by a date you set.

  • New joiners covered by role

    Training follows the job, so a new officer is given what their role needs the day it is entered.

Everyone, one platform

For office teams and for frontline teams

Office teams

Head office, operations and compliance staff learn on a laptop.

Frontline teams

Branch staff and field officers learn on any phone, in their own language.

The rules

What we cover, and what we don’t

What stays with IIBF and IRDAI

IIBF and IRDAI certifications stay with those bodies. Examiverse trains your people on your own circulars, policies and procedures.

Questions

What buyers ask us

Does this replace IIBF or IRDAI certification?

No. Those certifications stay with their bodies. Examiverse trains your people on your own circulars, policies and procedures, with a certificate per person.

We have an LMS. Can you deliver into it?

Yes. Keep it: Examiverse exports SCORM that reports the score and pass or fail, MP4 files or a Moodle question bank.

Can compliance see who is missing, branch by branch?

Yes. Reports break down by person, role, branch, region and country, export to CSV, and the evidence pack lists who is missing.

Are our documents used to train AI models?

No. Your documents are never used to train AI models. Our security pack and DPA are shared under NDA.

Are you SOC 2 or ISO 27001 certified?

Not yet: we hold neither today. Our security pack is shared under NDA, and we will work through your review.

Prices are quoted for each company: ask for a quote. How every step works is in the product guide.

Upload one procedure

See it on one of your own documents

Examiverse turns your document into lessons, tests, certificates and reports on its own. Tell us how many people and which languages, and we send a written quotation.