Finance / Banking Compliance Management
As a vital asset to the finance and banking industry, you have a lot of responsibility. Loans, mortgages, compound interest – these are everyday topics of conversation for you, and your main concern is how to do the most with money for a variety of people with unique personalities, needs, and wants. The last thing you have the luxury of worrying about is whether you’re certified on the latest lending practices, or whether you’ve signed off on a paper policy drilling BSA regulatory compliance into your head for the umpteenth time. Certification exams and employee surveys aren’t even something you want to consider with more pressing monetary matters on the horizon.
PowerDMS™ Suite of compliance software is the answer. It provides a paperless, easy-to-use environment that handles it all: finance policy management and electronic signatures, finance/banking training, certification testing, and satisfaction surveys. Distribute the latest FCRA policy with a few clicks, and set an expiration date for reviewers to sign off on it. You can even attach a finance/banking test to the policy to ensure your personnel understand what they’ve read! Hold a self-paced online finance training course to teach employees about the newest lending practices, and attach a financial survey to the course to get their feedback on the practices, as well as what they thought of the course itself. Compliance management possibilities are endless with PowerDMS™ Suite.
Depend on us for an all-in-one finance/banking policy management system. Author or upload policies within the program, and collaborate through an approval process, and capture electronic signatures.
Let personnel learn about the newest regulations through our employee training software, where they can review documents and other media, take tests, and complete surveys at their own paces.
Simplify certification testing – create certification exams using a variety of question types, rendering them simple to complete for assured knowledge retention. Even attach tests to documents and courses!
Ensure employees are honest with you by using online surveys. Receive feedback in seconds, and view graphical results. Make surveys anonymous, to help employees feel comfortable expressing opinions.
