Create, update, and archive policy revisions
Is there a specific BSA policy you need to distribute right away? Save the hassle of sending endless e-mails by using POLICY to get it out there! Upload the document right into this paperless policy system and send it out to individuals and groups with just a few mouse clicks.
Dynamic policy and procedure approvals
In every industry, policies and procedures must be signed off on and approved by certain folks. Finance and banking are no exception! Send that next banking policy on updated interest rates through a chain of command consisting of anyone from your company CEO to a group of tellers. Approvers will be notified of their necessary approvals through their POLICY inbox, and can sign off on documents right within the POLICY system!
Electronic finance policy signatures
Instead of asking your CPAs to sign a paper ASB-standards document, upload (or edit!) the document within POLICY and use the electronic sign-off feature! Users simply type their logins and passwords into the document-viewing area, and voilà! Regulatory compliance while saving on time and paper costs – what could be simpler?