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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|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|
|Create customizable categories to supplement the CoNetrix suggested event categories|
|Attach files to events to store results and reports|
|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|