Policy Manager Checklist




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Policy management at many financial services organizations is largely a disjointed process, using email, word processing, spreadsheets, and a company intranet to manage large-scale compliance updates.

Regulation updates can happen in an instant which is why it is important for financial services organizations to utilize a policy management solution that allows them to make informed decisions. Utilizing the BAI Policy Manager makes it easier for organizations to save time and money, by providing functionality that streamlines the review and approval process with key decision makers and company-wide acknowledgments.

Use our policy manager checklist to compare your current policy management capabilities to the BAI Policy Manager in several key categories including:

  • Industry-Specific Regulatory Resources
  • Setup and Administration
  • Focused Processes
  • Communication Tools


To learn more about how the BAI Policy Manager can help your organization make informed decisions on policies, download our Policy Manager Checklist today.