Criterion Readiness™ — Financial Institutions

Prevent the mistake
before it costs you.

Criterion Readiness™ for Financial Institutions reveals where employees will fail in compliance, processing, and member interactions before it impacts revenue or risk exposure.

Run a Financial Readiness Assessment See the Live Demo
The Problem

Compliance training tells you what employees know.
It does not tell you what they will do.

A teller passes your BSA certification. Six months later they miss a structuring pattern at the counter because the member is a longtime customer who knows the branch manager personally. The certification said they were trained. It said nothing about whether they could hold the line under social pressure.

That gap between knowing and doing is where regulatory exposure lives. It is also where member relationships break down, processing errors accumulate, and compliance officers spend their careers cleaning up after.

Criterion Readiness simulates the actual situations your staff will face and shows you exactly where they will fail before it happens.

$1.2MAverage cost of a single compliance failure at a community bank
62%Of new FI employees make a correctable error in their first 60 days
41%Of compliance training fails to change behavior in audited scenarios
3xHigher member attrition when onboarding experience is rated poor
What We Simulate

The 12 categories your staff faces every day.

01

BSA & AML Judgment

Suspicious activity recognition, SAR filing obligations, structuring detection, beneficial ownership, CDD requirements.

02

Fair Lending

ECOA compliance, HMDA data integrity, redlining recognition, pricing disparity, adverse action notice requirements.

03

Reg E Compliance

Electronic fund transfer error resolution, dispute investigation timelines, provisional credit, consumer notification.

04

TILA and RESPA

Loan disclosure accuracy, GFE and LE requirements, closing cost tolerance, kickback prohibition, servicing transfer.

05

Member Service Ethics

Appropriate product recommendations, fee waiver discretion, complaint escalation, vulnerable member identification, elder financial abuse.

06

OFAC Screening

Sanctions list screening, blocked transaction handling, 24-hour reporting requirements, false positive resolution.

The 90-Day Pilot

See it work before you commit to it.

Qualified financial institutions receive full platform access for one department or branch, up to 50 users, for 90 days at no cost.

You upload 5 of your compliance documents. We generate institution-specific scenarios within 48 hours. Your team trains on situations built from your actual policies, not generic content.

By Day 30 your compliance officer will have behavioral data on your staff that they have never had before. Once they have seen it, going back to completion records is not an option.

Pilot Timeline
Day 1
Discovery call. We understand your compliance priorities and upload your documents.
Day 2-3
Institution-specific scenario preview delivered. You see it before anything goes live.
Week 2
First cohort trains. Managers receive first behavioral readiness reports.
Day 90
Full Readiness Intelligence Summary. Gap analysis. Conversion conversation.
Request Your No-Cost Pilot