Policy Management for Financial Services
Keep policies organized, accessible, and always up to date. Our intranet-based policy management system is tailored to the structure, compliance needs, and workflows of financial institutions - without relying on SharePoint or complex third-party tools.
Secure Central Repository
- All policies stored in one searchable location
- Role-based access by department or location
- Tag policies with categories, expiration dates, and owners
Version Control Made Easy
- Track who changed what - and when
- Compare versions and roll back if needed
- Automatically log the reason for each change
Stay Compliant and Audit-Ready
- Built-in change history for every document
- Export logs to satisfy examiner or auditor requests
- Set up review cycles and overdue alerts
Link Policies to Daily Operations
- Attach policies to related forms, workflows, or vendors
- Make policies discoverable via search and categories
- Push critical updates via acknowledgment tracking
