How FactSumo turns your training material
into proof of readiness.
Four steps. Same software your team will be using next month.
Org readiness · this week
All teams · 1,247 active learners
Avg readiness
84%
+6pt vs prior
Active learners
1,247
+38 vs prior
Practice min/learner/wk
41
+3 vs prior
At-risk (< 70%)
62
−14 vs prior
Readiness by team
Top knowledge gaps
Capture. Practice. Review. Measure.
Your existing docs become practice in minutes.
Drop in PDFs, Word docs, decks, Notion pages, or your existing LMS exports. Creator Studio's AI ingests them, extracts what matters, and writes the practice cards. Your SMEs review and approve before learners see anything.
What's different: No content team required. Most decks go from doc to live in under an hour of SME review time.
Source documents
BSA-AML-Policy-2025.pdf
PDF · 2.4 MB
Branch-Ops-SOP.docx
DOCX · 840 KB
Q4-Product-Launch-Deck.pptx
PPTX · 12 MB
ofac-screening-guidance.notion.so
Notion · synced
AI-generated · review & approve
CTR threshold & SAR escalation
A customer makes 3 cash deposits totaling $9,800 in the same week. What is the correct action?
12 of 47 cards reviewed · 35 remaining
4 minutes a day. Mobile, web, between calls.
Active recall, not videos. Each learner gets adaptive sessions targeted at what they're weakest on. Progress, streaks, and points keep them coming back without anyone managing it.
What's different: Spaced repetition is built in — the right material returns at the right interval to fight forgetting.
Q4 Product Launch
A customer asks about HELOC rates. What's the right opening question?
+12 pts · 4-day streak 🔥
Manager sign-off where competence has to be validated.
For procedures that need a human stamp, assign a reviewer per task type. They get a queue of learners ready for sign-off, see practice history, and validate. Every signature is timestamped and exportable.
What's different: Reviewers don't add to your bill. Only the learner role is billable.
Reviewer queue · BSA/AML procedures
Assigned to you · 4 awaiting sign-off · 2 needing more practice
Jordan Park · Branch Teller II
Currency Transaction Reporting · 14 sessions
96%
Asha Whitfield · Sr. Customer Rep
SAR escalation flow · 22 sessions
91%
Devin O'Connor · Branch Teller I
Structuring red flags · 9 sessions
78%
Priya Iyer · Asst. Branch Mgr
OFAC screening · 18 sessions
94%
Marcus Lee · Branch Teller II
KYC refresh · 11 sessions
88%
Audit-ready evidence, not training-completed checkboxes.
Per-procedure, per-team, per-learner readiness scores. Filter by role, region, risk tier. Export a regulator-ready snapshot the moment an exam is scheduled.
What's different: Built for the exhibit you hand the auditor — not for the dashboard nobody opens.
Audit export · Q3 readiness snapshot
BSA/AML · all branches · 1,247 learners
Procedures covered
47
Reviewer sign-offs
1,184
Below threshold
63
Five roles. One billable.
Learner
Practices daily on mobile or web. Sees progress, streaks, and what's coming up. The only role that counts toward your seat license.
Instructor
Builds decks in Creator Studio, assigns practice, reviews submissions. Operates per-team or per-program.
Workspace Admin
Manages users, SSO, billing, and org-level settings. Owns the FactSumo workspace day-to-day.
Engagement Manager
Tracks team progress, nudges learners, runs leaderboards and challenges. Lives in the dashboard.
Org Admin
Sees readiness across the entire org. Pulls audit reports, sets reviewer policies, signs off on procedures.
Plays nicely with what you already run.
SSO
SAML 2.0, Okta, Azure AD, Google
Mobile
Native iOS & Android
Web
All modern browsers, no install
Billing
Stripe self-checkout or QuickBooks invoice
Security
SOC 2 Type II, GDPR, encryption at rest
Integrations
HRIS, LMS export, BI connectors
See it for your team.
30 minutes. We bring your docs through the four steps live, on the call — you leave with a working deck.
- A working deck built from your docs on the call
- No deck, no demo theater — your content, your scenarios
- A quote within 24 hours