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Policy Management Software for Banking & Finance
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Policy Management Software for Banking & Finance

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"The Policy and Procedure Manual software has enabled us to create and track the policies (and procedures) we are required to have in place in order to meet new regulatory requirements."
Ken Howley
Principal Financial Analyst
St. Mary's Credit Union
 Decreasing risk is an important priority in banking. Policies and procedures are not only essential, but they are mandated by law.

Policy & Procedure Manager helps financial or banking institutions manage the policies that are required by different regulatory bodies.

Key Benefits of Policy & Procedure Manager software:

  • Sarbanes Oxley
  • Consumer Lending
  • Equal Credits Opportunity Act and Regulation B: Fair Credit Reporting Act
  • Truth in Lending Act and Regulation 2 Documentation and Procedures
  • Financial Privacy
  • General Banking Operations and many more

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