What can we show an auditor?

A dated pass or fail per person against criteria you defined, plus the transcript of the attempt and the quoted line behind each score, exportable as a CSV. That is closer to evidence than a completion record. It is training evidence, not regulatory advice.

Can we lock it to our approved wording?

Upload the script compliance signed off and TrackPoint drafts the scoring criteria from it, which your team then edits. A score then means the person said what your policy requires, not that they sounded confident. Custom criteria are on Enterprise, up to 30 per roleplay.

Where does our data live?

On Google Cloud, encrypted in transit with TLS 1.3 and at rest with AES-256, and never used to train any AI model. Data residency options are available for Enterprise customers, so tell us what your policy requires before you sign anything.

Does it replace our compliance training?

No. Your compliance modules cover what the rule is. This covers whether a person can deliver it in a live conversation with an impatient client, which completion rates never tell you. Most teams run both and report on them separately.

TrackPoint × Edwards MBATrackPoint is bringing AI roleplays to the Edwards School of Business MBA programRead the story

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Compliance approved the script. Who checked the delivery?

Advisors and frontline staff rehearse regulated conversations against your own approved language, and you keep a dated pass or fail per person that exports for audit.

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Assignment progress

Difficult feedback

Repeats quarterly · pass at 80

Due Mar 28

Completed

78%

Average

Overdue

Amara BelloPassed88
Chen DengPassed84
Elena FischerIn progress71
Grace HallOverdue-

Trusted by training teams

University of Saskatchewan

What We Hear from Learning and Compliance Teams

Compliance approves the wording. Nobody checks whether an advisor can actually say it.

Audit asked for evidence of training. We sent them completion certificates.

A mis-stated disclosure is a reportable event and we've rehearsed it exactly zero times.

Every branch handles a complaint differently. We only find out when one gets escalated.

The Regulated Conversations

Suitability and disclosure

Delivering the required language so a client actually understands it, while the client is impatient and wants the short version.

Suitability and needs conversations
Risk and fee disclosure
Staying on approved language

Complaints and escalation

The first two minutes of a complaint decide whether it resolves at the branch or becomes a regulatory file.

Complaint intake
Acknowledgement without admission
When to escalate

Hard client conversations

Down markets, declined applications, collections. The conversations advisors most want to postpone.

Portfolio losses
Declined credit or claims
Arrears and collections

Your approved language becomes the scoring criteria

Upload the script compliance signed off and TrackPoint drafts the criteria from it. A score then means the advisor said what your policy requires, not that they sounded confident.

Criteria in your own words, up to 30 per roleplay
Each score carries the quoted line that earned it
Repeats quarterly so the standard holds

Evaluation criteria

Criteria for this roleplay

Set ExpectationsScore 1-5
Built RapportScore 1-5
Clarifying QuestionsScore 1-5
Achieved GoalsScore 1-5
Planned Next StepsScore 1-5

Add up to 30. Type what you want measured and TrackPoint drafts the scoring definition for you.

Questions Learning and Compliance Teams Ask

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Bring One Approved Script

Thirty minutes. We turn it into a scored roleplay while you watch, then show you the record you would hand an auditor.