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Security onboarding.pdf
Updated policy overview with pages selected for training and stakeholder review.
2.4 MB18 pagesApr 20Training
1 whiteboard1 presentation
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Use case
Ship compliance training from the policies your team already maintains
Ship compliance training from the policy, procedure, AML manual, or regulatory update your team already uses.
Use the current policy
Use manuals, procedures, regulatory bulletins, and internal guidance as the source for each training video.
Check the module before rollout
Check the script, visuals, examples, and scene order before exporting the final MP4.
Revise only what changed
Revise the affected scenes when a rule, policy, bulletin, or internal process changes.
Visuals
See it in action
Use the storyboard as the review point for wording, examples, tone, and source alignment.
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Security onboarding
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Security onboarding
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Storyboard
Review the storyboard before rendering the final cut.
pp. 2-9 · 2m 30s · HQ · English
Apr 20, 2026 · 9:42 AMOpen storyboard
Source summary2 video outputs
1 whiteboard1 presentationReady to share
Process
How it comes together
Start with the material you already have, then shape the draft into something you can publish or share.
Step 0101
Upload the policy or update
Start from an AML manual, procedure, bulletin, compliance brief, or internal training document.
Step 0202
Review the draft
Inkbolt drafts the scenes, narration, and visuals. Your team edits the storyboard before export.
Step 0303
Publish and refresh
Export the finished MP4 for your LMS or internal library. Update scenes when the source changes.
Training moments
When the source document changes, the training can change with it.
Use Inkbolt for recurring compliance work that usually starts in policies, procedures, regulatory bulletins, and internal guidance.
Policy refresh
AML, BSA, KYC, and customer due diligence refreshers
- Source
- AML manuals, BSA policy, KYC procedures, or branch compliance documents
- Review
- Check examples, required language, and scene order before the module is published
- Output
- Annual refresher videos for your LMS, internal library, or branch training program
Regulatory update
FINTRAC, OFAC, sanctions, and regulatory bulletin briefings
- Source
- Regulatory bulletins, compliance memos, sanctions guidance, or reporting walkthroughs
- Review
- Revise only the scenes tied to the new requirement or internal interpretation
- Output
- Short narrated briefings for affected teams, regions, or departments
Policy rollout
Code of conduct, whistleblower, and internal policy training
- Source
- Approved employee policies, SOPs, procedure manuals, or internal guidance
- Review
- Confirm tone, escalation steps, and examples before exporting the finished MP4
- Output
- Consistent policy training for branches, regional teams, and distributed employees
Use cases
Where it works best
The use cases and audiences this format fits.
AML and financial crime
AML refreshers from the source document
- Create training from AML manuals and internal financial crime documents
- Convert annual refreshers and policy updates into narrated videos
- Review each scene before the module is published
Internal policy
Make policy updates easier to distribute
- Use employee policies, SOPs, and procedure manuals as training sources
- Keep training close to the source documents your team maintains
- Create multilingual versions for Canadian and US teams
Regulated teams
Create consistent training across locations
- Use the same approved source material across branches, teams, and departments
- Update affected scenes when policies or regulatory references change
- Export MP4 files for LMS upload or internal distribution
FAQ
Common questions
Answers to the questions that come up most.
What compliance documents work as source material?
AML manuals, BSA materials, FINTRAC and OFAC references, CFR materials, policy manuals, procedures, regulatory bulletins, and internal guidance can all be used.
Can we update videos after a policy changes?
Yes. Edit the affected scenes, regenerate the parts that changed, and export a refreshed MP4.
Get started
Start with the material you already have
Upload a document, choose the video style, and let inkbolt produce the first version in minutes.