Scheduled Policy Reviews for Banks and Credit Unions
In financial services, even one outdated policy can lead to audit findings or compliance gaps. That's why SimplifyIT includes built-in support for scheduled policy reviews - so nothing gets missed, forgotten, or buried.
Set It and Forget It
You decide how often each document needs to be reviewed - quarterly, annually, or on a custom cycle. SimplifyIT handles the reminders, notifications, and status tracking so your team stays on top of it without constant oversight.
Assign Accountability
Each policy can be assigned to one or more owners, with automatic emails and dashboard alerts when reviews are due. You'll always know who's responsible - and whether they followed through.
Complete Review Logs
Review actions are logged automatically, with timestamps and user info. That means when examiners ask, "When was this last reviewed?" - you have the answer, backed by system data, not guesswork.
Works With Your Compliance Calendar
Set policies to align with your board review schedule, audit cycle, or annual compliance plan. Our review engine is flexible enough to match your institution's rhythm - no manual spreadsheet tracking required.
Pairs With These Features
- Content Governance - Keep your entire intranet current and accurate
- Audit Trail - Document exactly when reviews happen and by whom
- Policy Review Reminders - Automated alerts, no calendar invites required
- Role-Based Access - Control who can view, edit, and review sensitive policies
