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.

tandem Compliance Management Free

CoNetrix offers a free online software solution to help financial institutions keep track of regulatory and compliance events. The tandem Compliance Management software includes the ability to:

  • 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 tasks and events
  • Use a list of recommended recurring events

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tandem Compliance Management Pro

In addition to the basic features in the free tandem Compliance Management software, the pro version offers:

  • Downloadable documents in editable Microsoft format
  • Customizable categories in addition to the CoNetrix suggested event categories
  • File attachment capabilities for storing event results and reports
  • Task functionality for assigning multiple recurring tasks (email reminder capable)
  • Ability to export events to Outlook/iCal
  • Optional read-only access role
  • Bulk import to add events

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Features

The tandem Compliance Management software is feature-rich, including:

  • An online framework created and updated by security and compliance experts
  • Downloadable documents in Adobe PDF format
  • Free training workshops to help familiarize you with the software
  • Integration with other CoNetrix online software modules
  • Anywhere/anytime Internet access through a secure, online portal
  • Multi-factor authentication (optional)
  • Multi-user access
  • No software installation or equipment costs
  • The ability to manage several companies' schedules with one login (requires a subscription for each company)