Policies and procedures are the primary method financial institutions (banks, savings associations, credit unions, and trust companies) use to define controls. Too often, after they are developed, they end up sitting on a desk and collecting dust until the next exam.
Document how, when and who will verify each policy. Then let Tandem generate meeting agendas for each team.
These meeting agendas will always accurately reflect your policies and help ensure items don’t fall through the cracks.
Control who has access to your policies and monitor the changes they make.
Use category specific access roles to ensure users can customize their own policy categories without being able to change other policies.
Enroll employees in an online technology AUP training course, generated from your policy language.
The online training options allow digital tracking of employees’ acceptance of the institution’s Acceptable Use Policy.
Effortlessly generate consistent and professional documents on the fly to share with your executive team, board of directors, auditors, and examiners.
These customizable documents are available in Microsoft Word and Adobe PDF formats.
CoNetrix offers an online solution to help you create and maintain your enterprise-wide policies in Tandem.
The Tandem Policies module is populated with an Information Security Policies set, created by CoNetrix security experts and tailored for your institution through a multiple-choice questionnaire.
The Information Security Policies set includes:
In addition to the Information Security Policies set, you may use the Tandem framework to maintain all of your financial institution's policies. Add your own policy language and assign user access based upon unique categories (e.g., Human Resources, Lending, Operations, etc.). Use global reporting to generate standardized documents, such as an enterprise-wide Acceptable Use Policy (AUP) or your full policy set, ready to share with your employees, auditors, examiners, and Board of Directors.
The CoNetrix Policies software is feature-rich, including: