Compliance Management Software

Financial Institutions (banks, savings associations, credit unions, and trust companies) have extensive regulatory requirements and compliance tasks. The CoNetrix tandem Compliance Management software helps you identify, schedule and track important dates impacting financial institution requirements including reporting, audits, training, operations, and compliance.

The CoNetrix tandem Compliance Management module is available in two versions: Free and Pro.

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Free Pro
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Review upcoming events, past due events, proposed events, year at a glance, and more through a dashboard overview
Visually manage events via a calendar view
See, schedule, and track repeating requirements using an event scheduler
Sort and filter events based upon event categories
Receive email notifications and reminders for events
Use a list of recommended recurring requirements to help you get started
Download documents in editable Word Document format
Pre-customize downloads with category filters and calendar layout option
Create customizable categories to supplement the CoNetrix suggested event categories
Attach files to events to store results and reports
Attach files to event templates to reuse forms and instructions
Assign recurring tasks to employees and schedule automated email notifications for tasks
Export events in Outlook/iCalendar compatible format
Allow users to see events without the ability to modify with a read-only access role
Bulk import events to efficiently add them into tandem