Stay ahead of evolving regulations with an intelligent platform built for financial services. Embedded in your business process workflows, it uses AI and automation to ensure accuracy, reduce risk, and keep you audit-ready. Transform compliance from a complexity into your strategic advantage.
Take the guesswork out of compliance and transition confidently to a preventative risk management model. Our connected compliance financial services software aligns your first, second, and third lines of defense, embedding controls directly into workflows to reduce errors and ensure you're audit ready anytime.
Regulatory and Policy Management
Use AI to scan regulatory PDF documents, extract new and revised clauses, and generate a regulation repository that can be accessed and acted on by the entire organization
As new and updated regulations emerge, easily make changes to your regulation repository by adding new clauses and versioning existing ones, ensuring you stay ahead of compliance requirements.
Effortlessly map regulatory clauses, controls, and policy clauses to your business processes, ensuring compliance and operational efficiency.
Easily manage and version your organization's policies at scale. Use automation to define themes and objectives, and map controls, regulatory clauses, and business processes to each policy.
Controls Management
Create and manage compliance controls, define details, associate with processes and clauses, and specify tools to ensure compliance.
Define controls and embed them in business processes using low code, no code, and pro-code tools.
Ensure compliance with company policies by triggering alerts through established controls. Notify users and provide remediation steps whenever a policy is not followed
Boost operational efficiency and maintain accuracy through versioned procedures, admin-assigned configurations, and context-driven rule evaluation. With built-in approvals, real-time logging, and simplified activation, you're always in control.
Audit Trails and Reporting
Prove all mandated controls are implemented as per regulatory clauses.
Prove control executions are consistent with regulatory and policy requirements with ease.
Provide your teams with full visibility of current compliance adherence in a single, unified console.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform.
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Activate all your customer data across Salesforce applications.
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Find the right version of Process Compliance Navigator for your business needs.
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Process Compliance Navigator is an integrated compliance platform built on Salesforce that helps financial services institutions (FSIs) mitigate regulatory risk and reduce operational costs with their compliance processes.
Yes, Process Compliance Navigator can be used with any industry cloud and also with our core Sales Cloud and Service Cloud and also with Agentforce 360 Platform.
Process Compliance Navigator controls help ensure all business processes, such as customer onboarding, investment recommendations, or disputes, abide by company policies or regulatory mandates.
There are various no-, low-, and pro-code tools available to define controls including but not limited to action plans, approval process, stage management, document checklist, disclosures and validation procedures. Choose the one that best suits the requirements for that specific control.
