Policy Acknowledgment for Financial Services
Ensure staff read and sign off on important policies with a built-in policy acknowledgment feature tailored for the regulatory needs of financial institutions. Every acknowledgment is time-stamped, logged, and searchable for audits or reviews.
Assign and Track Policy Read Receipts
- Push new or updated policies to specific users or groups
- Require digital acknowledgment before proceeding
- Track who has read what - and who hasn't
Compliance-Ready Logging
- Time, date, and user ID stored for every acknowledgment
- Prevent policy edits from retroactively altering history
- Quick export for auditors or internal review
Perfect for Annual Rollouts
- Distribute Code of Conduct, Security Training, BSA/AML policies, and more
- Set due dates and automated reminders
- Track overdue acknowledgments and escalate if needed
Part of Your Intranet, Not a Separate System
- Policies can be linked directly from the homepage or knowledge base
- Integrated with onboarding workflows and compliance dashboards
- No need to export PDFs or rely on email confirmations
