73%
of breaches involve human error
Misuse, misdelivery, and pasted-credential mistakes — the failure modes a training program is supposed to close.
Source: Verizon DBIR
Role-based training, an in-context coach, and live guardrails on customer financial data — tuned for lenders, underwriters, and operations. Enroll today and start your first lesson in under five minutes.
Included for all Kapitus employees · GLBA-aligned · SOC 2 in progress
Live status
Last 30 days
Sensitive data triggers
0
Across 142 monitored sessions
Your progress dashboard · updated weekly
Why this matters
73%
of breaches involve human error
Misuse, misdelivery, and pasted-credential mistakes — the failure modes a training program is supposed to close.
Source: Verizon DBIR
$4.5M
average cost of a breach in financial services
Financial services pays the second-highest per-incident cost of any industry. Most of that is regulatory and notification overhead — not the breach itself.
Source: IBM Cost of a Data Breach
11 mo.
median dwell time before policy violations surface
Without an in-context coach, sensitive-data leaks into AI tools go unnoticed for almost a year — long after the data has left the building.
How it works
One product, three phases. Each step produces an artifact your CISO, CFO, or auditor can actually use.
Day 1–3
Every Kapitus employee takes a 5-minute baseline that maps their AI literacy AND their risk profile against your acceptable-use policy.
Day 4–21
Role-based curricula for lenders, underwriters, customer success, compliance, and operations. Eight learning paths, fifty curated prompts, an in-context coach that flags sensitive data BEFORE it leaves the browser.
Day 22–30
Quarterly governance reports your CISO can hand to auditors. Department-level risk scores, training completion, sensitive-data trigger trends. Board-ready by week three.
By role
Eight role-based learning paths and fifty curated prompts. The curriculum maps cleanly to a Kapitus org chart.
Faster proposals, safer customer comms. Coach flags applicant SSNs and FICO scores before they leave the browser.
Use AI to triage applications, summarize bank statements, and draft credit memos — without exposing borrower financials.
Better answers in less time. Trained on your tone, your products, and what counts as protected information.
Real-time visibility into AI usage by department. Evidence trails your CISO can hand to GLBA examiners.
Faster content production with brand-safe prompts. Coach blocks the use of customer data for ad copy.
Automate reporting, vendor questionnaires, and internal docs. AI literacy without compliance debt.
The curriculum
Three tiers. One path through them. Every Kapitus employee starts as an Apprentice and walks the same journey — picking up the role-specific track that fits their day-to-day along the way.
Tier 01 · Apprentice
AI Basics, the Kapitus data classes, GLBA in plain English, and your first safe prompt. About two weeks at 20 minutes a day.
Tier 02 · Practitioner
Six role electives: lending, underwriting, compliance, customer comms, sales, support. Built around the actual decisions you make at Kapitus.
Tier 03 · Specialist
The real techniques — few-shot examples, chain-of-thought reasoning, structured outputs, refinement loops. Move from "AI user" to "AI builder."
Evidence
Your CISO can hand a quarterly governance report to GLBA examiners without ever sitting in a LevelUp UI. Here is what the dashboard looks like in week six.
AI risk score
Within policy−0.04
Last 7 days
Top policy violations
Last 30 daysConfidential data in prompts
Unapproved model
Missing redaction
Off-policy upload
PII without consent
Latest governance report
kapitus-q1-2026-governance.pdf
Apr 30, 2026·2.4 MB
Active learners
Quarter to dateEmployees who completed at least one path
Sample data shown. Production reports are signed, exportable, and include hash-verified audit trails.
What you get
Same curriculum, same coach, same governance — whether you’re on the origination floor, in underwriting, or supporting accounts. Enroll and start today.
Your first 30 days
Get to first certificate fast
Most employees finish the AI Basics path inside two weeks with about 20 minutes a day. Your role-specific path layers on top from there. Manager sign-off is built in.
What’s included
FAQ
Plain answers about time commitment, certification, privacy, and what your manager can see.
Most employees finish the AI Basics path in about two weeks with 20 minutes a day. Role-specific paths (sales, underwriting, support, HR, managers) layer on after that and are about the same. Lessons are short — you can do one on a coffee break.
Enroll today and start your first lesson in under five minutes. Get a personalized learning path for your role, an AI coach that knows our policies, and credit that lands in your HR file.