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Knowledge Management for Banks and Credit Unions

Whether it's a frontline employee looking up a procedure or an examiner reviewing your audit history, your intranet should make institutional knowledge easy to find, fast to access, and always up to date.

Centralized Policy and Procedure Access

  • Organize documents by department, topic, or branch
  • Role-based permissions control who sees what
  • Instant search by keyword, tag, or document type

Powerful Intranet Search

  • Full-text search across documents, forms, and posts
  • Filters for department, publish date, author, and more
  • Highlight matching sections within the document preview

Version Control and Change History

  • Track updates to policies with timestamps and authorship
  • Restore previous versions if needed
  • Automatic archival of outdated documents

Built for Compliance and Audits

Provide examiners with filtered access, generate export logs, and show acknowledgment tracking with just a few clicks. Your knowledge base isn't just for staff - it's part of your compliance toolset.

Explore Related Features

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦