The agentic AI platform for BFSI

What if compliance training took two minutes to build and 45 seconds to complete?

Echelonify uses AI agents to generate, deliver, and track microlearning — directly inside WhatsApp, Slack, and Teams. No LMS. No extra software.

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Scroll to see how
8

seconds. The average human attention span.

This sentence will start fading before you finish reading it — just like your training content.
The challenge

Training in financial services is fundamentally broken.

These aren't our numbers. This is the industry reality that every L&D leader already knows.

0%
of training never completed
Industry average across BFSI
0%
forgotten within one week
Ebbinghaus forgetting curve
0 min
per week available for learning
1% of a 40-hour work week

Microsoft Canada, 2015 · Ebbinghaus · Bersin by Deloitte

The shift

Same five metrics. Different numbers.

Today

Time to create3 months
Delivery channelLMS portal
Completion rate20%
VerificationNone
Audit readinessManual

With Echelonify

Time to create2 minutes
Delivery channelWhatsApp / Teams
Completion rate80%
VerificationServer-validated quiz
Audit readinessAuto-certificates
How it works

A KYC compliance lesson, delivered on WhatsApp.

An HR manager types a topic. Two minutes later, every branch employee has a video lesson, a quiz, and a certificate — without leaving WhatsApp.

01

Enter a topic

"KYC Compliance Q4 Update" — that's all it takes.

02

AI builds the lesson

Narration, scenes, quiz, and a 45-second video — generated automatically.

03

Delivered via WhatsApp

Learners watch inline and answer interactive quiz buttons.

04

Certificate issued

Quiz validated, progress tracked, PDF certificate ready for audit.

New lesson: KYC Compliance Q4
10:30 AM
🎬 KYC Compliance Q4 · 42 sec
When KYC docs expire, what's the mandatory renewal timeline?
10:31 AM
Select your answer:
A. 60 days
B. 30 days
C. No fixed timeline
B
10:31 AM
✅ Correct! Certificate generated.
10:31 AM
Why microlearning

The research behind the approach.

We didn't invent microlearning. We made it deployable at scale inside the channels your workforce already uses.

0%
Completion rate
(vs 20% traditional)
0%
Higher engagement
than LMS training
0%
Faster to create
than classroom
0%
Learner satisfaction
rate

Shift eLearning · Vouch Microlearning · eLearning Industry 2025

Platform

Built for regulated industries.

Self-hosted on your infrastructure. No data leaves your network. Enterprise-grade security from day one.

🧠

AI Content Engine

Type a topic — the platform generates structured lessons with narration, visuals, and quizzes. No instructional design expertise required.

🎥

Automated Video

Every lesson becomes a 30-60 second video with professional voiceover and transitions. No studio, no editor, no production timeline.

📱

Multi-Channel Delivery

WhatsApp, Slack, Teams, Telegram. Interactive quizzes with server-validated answers. Certificates generated on completion.

Agents

Four agents. One platform.

Training is live today. Three more agents are on our roadmap — same infrastructure, same channels.

🎓
Training Agent
Live

Compliance, product updates, regulatory awareness — delivered as 45-second video lessons with quizzes and certificates.

👥
Onboarding Agent
Roadmap

New hire workflows for branch staff. Document collection, policy sign-off, first-week training sequences.

🧠
Knowledge Agent
Roadmap

Employees ask about policies, SOPs, and circulars on WhatsApp. Instant answers with source citations.

📈
Sales Coach
Roadmap

Product knowledge for relationship managers. Scheme details, objection handling, competitive positioning — on demand.

WhatsApp
Slack
Teams
Telegram

Self-hosted. Your infrastructure. Your data stays with you.

See what training looks like when it actually reaches your workforce.

We'd love to show you. A 20-minute demo tailored to your compliance and training needs.

Book a demoSee how it works