Policy Acknowledgment Tracking for Banks
Every policy update should be read - and confirmed. With SimplifyIT, your bank can easily track who's seen what. No paper trails. No blind spots. Just clear, version-specific logs for examiners and executives.
Version-Specific Acknowledgment
Each acknowledgment is tied to a specific policy version. When the policy updates, acknowledgment resets. It's automatic and audit-ready.
Exportable Audit Logs
Generate reports showing who acknowledged each policy, when, and which version. Perfect for internal reviews or FDIC audits.
Automated Staff Reminders
Set reminders so employees are nudged to complete their acknowledgments - without IT or HR having to follow up manually.
Clean, Focused Staff Dashboard
Each employee sees only what applies to them: pending acknowledgments, due dates, and completion history.
