Integrity Procedure Management for Banking

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ACHIEVE COMPLIANCE AND TRANSPARENCY WITH
INTEGRITY PROCEDURE MANAGEMENT

Effectively managing the large number of documented procedures in banking is challenging. It is critical to ensure accountability, accuracy, and compliance. The manual effort involved in distribution and tracking can be costly and error-prone. An automated procedure management solution can make finding these procedures much easier while reducing manual effort, improving visibility, and ensuring comprehension.

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Tallan’s Integrity Procedure Management is a comprehensive policy and procedure management solution created for Microsoft SharePoint. Our solution has been specifically designed to address banking procedure management needs including distribution, renewal, and compliance tracking. It combines policy and procedure authoring, publishing, approval, acknowledgment, and reporting in a well-designed and easy-to-use interface.

SOLVING YOUR BUSINESS MANAGEMENT CHALLENGES

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Ensure Compliance

Take a proactive approach to ensuring compliance through automated distribution and notifications of critical policies and procedures. You can be certain your employees are up to date on regulations such as BSA, Dodd-Frank, or FCRA, using built-in reporting to audit compliance.

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Increase Awareness & Adherence

Our powerful notification and distribution features ensure your department heads can effortlessly publish and distribute standards and procedure updates.

Risk Reduction with Integrity Policy Management

Mitigate Risk

Leverage built-in quizzing features to ensure acknowledgment and comprehension of critical procedures.

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Automate Policy & Procedure Renewal

Ensure policies and procedures stay up-to-date within required timeframes by leveraging built-in document renewal functionality. Automatically notify authors when updates are due.

INTEGRITY PROCEDURE MANAGEMENT FEATURES & BENEFITS

DEPLOY WITH EASE

Designed as a SharePoint Add-In, Integrity Policy Management integrates seamlessly into your existing SharePoint environment. Integrity leverages tools that you and your staff are already familiar with including Microsoft Word, Excel, Visio, and SharePoint, with options for both on-premises and in the cloud!

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The intuitive design means that on Day 1 your staff will feel confident using these tools.

SUPPORT SERVICES

Tallan provides top of the line support and access to veteran experts to keep our product optimized for your business at all times.

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EXPERIENCE INTEGRITY FOR YOURSELF

Check out our latest webinar!

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