3 min read

Compliance training for financial services that staff actually complete

An inconsistent answer at a bank or insurer is not just a service failure, it is a regulatory event. Gryffi turns your policy updates, AML procedures and product rules into short interactive journeys, with a quiz that shows who understood them and an AI guide that answers from your own documents.

The policy is there. Nobody has read it.

Your compliance documents, product sheets and AML procedures exist. Spread across SharePoint folders, email threads and a Teams channel nobody checks. When a customer asks about account conditions or data handling, your staff call the back office, guess, or give the answer that was correct six months ago.

What a missed policy update costs you

Regulatory exposure

Under MiFID II and the AML directives, staff giving incorrect product or compliance information is not a training gap but a control failure. Supervisors expect you to show that employees were trained on the current procedures. A shared drive folder is not evidence.

No record of who knew what

When internal audit or the supervisor asks which employees completed training on the updated data retention policy, you produce a spreadsheet someone filled in by hand, or nothing. That gap is what audit findings are made of.

New hires working on borrowed knowledge

A call centre agent in week three answers suitability questions based on what a colleague told them in passing. Every answer given from memory instead of from the current policy carries a compliance risk.

Short training journeys, one policy update at a time

Gryffi takes a policy update and turns it into a journey of a few short steps: what changed, why it matters, a worked example, a quiz with a passing score and a confirmation. Staff open it from a link in their email, no password needed. Between updates, an AI guide answers questions from your uploaded documents and cites the exact passage. Your compliance team sees who completed what, and exports the record as a PDF.

An AI guide that cites its sources

Upload your policy PDFs, regulatory updates and product documentation. When an advisor asks whether a product falls under the updated suitability rules, the answer points to the document and clause it came from, so it can be checked.

Quizzes with a passing score and retries

Each training journey ends with a quiz on the rules that changed. Set the score required, let staff retry, and see per group in Analytics where the knowledge gaps are.

A training record you can hand to the supervisor

Analytics shows per employee which journeys and quizzes were completed and when. Export a PDF report when DNB, the AFM or internal audit asks for evidence of training on a specific update.

What your journey could look like

The Gryffi journey builder: a canvas with connected steps
  1. 1

    Short introduction: what changed in the policy, who it applies to and from when

  2. 2

    The new rule explained in two or three short content steps, with a worked customer example

  3. 3

    AI guide step trained on the full policy, product sheets and AML procedures, for follow-up questions

  4. 4

    Quiz on the changed rules with a passing score; results are logged per employee

  5. 5

    Confirmation form in which the employee declares to have read the current version, closed with a completion certificate

Watch how Gryffi transforms information

In just one minute, discover why teams choose Gryffi over traditional documents and presentations.

Watch how Gryffi transforms information

1 minute watch

See it with your own content

Turn your document into a journey in 30 seconds

Upload any PDF and see exactly what your team would get. No signup, no credit card.

Processed in the EU. Your file is deleted within 15 minutes.

Gryffi is hosted entirely in the EU (servers in Germany, AI processing in France) and handles data in line with the GDPR. Quiz results, form confirmations and completion dates are stored per employee and can be exported from Analytics as a PDF report, which supports the training evidence expected under MiFID II, AML/KYC rules and internal control frameworks.

Make the next policy update the first one everyone finishes

Build your first compliance journey for free. No credit card needed.