Policy Management for Banks
Whether you're preparing for an FDIC audit, undergoing an internal control review, or just ensuring clear communication across branches - SimplifyIT gives banks everything they need to manage policies in one secure place.
Tools for Bank Policy Management
- Version Control: Every change is logged with timestamp and author.
- Acknowledgment Tracking: See who's reviewed each policy - and when.
- Approval Routing: Use built-in workflow approvals for policy updates.
- Review Reminders: Set expiration or review dates with automated alerts.
- Audit Logs: Export for regulators, auditors, or leadership in seconds.
Use Cases for Bank Teams
- Annual employee policy acknowledgment
- Internal audit and compliance policy reviews
- Tracking board-approved policy updates
- Centralized control across departments and branches
Explore Related Features
- Internal Forms for routing policy exceptions
- Help Desk for compliance or HR policy tickets
- Version Control for documents and policies
Frequently Asked Questions
Can we require staff to acknowledge policy updates?
Yes. Staff can be prompted to acknowledge new or revised policies. All responses are timestamped and exportable.
How does this support FDIC or internal audits?
You can export full acknowledgment logs, version histories, and approval records - instantly.
Do we need a separate policy system?
Not with SimplifyIT. This is fully built into your intranet with proper controls, reminders, and tracking.
