Financial Service organizations have unique guidelines and requirements that they are mandated to follow and as a result, have different policy management and GRC needs than other industries. Heavy competition, high volume of new regulations, and heightened cyber risks mean financial institutions must be ready to make data-driven decisions to govern their organizations more effectively. Digitally transforming policy management practices with DocTract optimizes financial services for maximum resiliency, innovation, and performance.
Best practice Policy Management for your compliance framework
Retrieve the exact version from any date
Generate point in time manuals for staff or auditors
Make sure the right people review the right documents automatically
Full text search customized search portal
Be confident that employees have seen the latest updates
Map your documents to Regulatory Standards
“With DocTract we are able to manage our policies and procedures with effective governance processes and to give easy access to all staff using multiple dimensions ”
“The overall experience has been great. Anyone we have dealt with at any touch point has been professional and helpful. Our employees enjoy the ease of use of the product. DocTract's cloud-based platform has made housing, updating, and maintaining policies and procedures much easier and efficient.”
Dedicated Cloud Platform. Rapid Deployment.
