Workflow Approvals Built for Bank processes, policies, and examiners.
Common Bank Use Cases
- Operations: capital requests, vendor approvals, policy exceptions
- HR: job changes, time off, remote work requests
- IT: security permissions, software access, hardware requests
- Lending: exception reviews, escalation routing, pricing overrides
- Branch Admin: signage approvals, inventory requests, support tasks
Bank-Ready Workflow Tools
- Custom approval forms with required fields and conditional logic
- Branch and department-based routing paths
- Multi-level approvals with optional expiration dates
- Email and intranet alerts for each step
- Exportable, timestamped approval logs
Connect approval forms to existing workflows or use them as standalone processes.
Built with Compliance in Mind
Each step in the approval process is documented with a full audit trail. Comments, timestamps, and attachments keep your exam documentation clean and complete.
