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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.
Assign responsibility and track each event's status from the outset to completion. With the Pro version, you can also break sizeable compliance requirements into easy-to-manage tasks.
Never lose track of a single update with the user activity log reporting, which notes each time a user makes changes to their events.
View one-time events and recurring requirements suggested by the Tandem team for financial institutions.
Recommendations include events such as proposed rule comment periods, final rule effective dates and guidance that may affect how you conduct business. Recommendations are filtered to each user's category settings and financial regulator.
Stay ahead of upcoming event dates with optional email reminders.
For each event, you can specify the number of days before the event date that emails should send to the event's responsible parties. For those items that need a couple extra days to finish, past due notifications can also be configured to ensure nothing is overlooked.
Generate consistent and professional documents effortlessly to share with your senior management, board of directors, auditors and examiners.
Download all your compliance events or apply filters to export a subset of your events in an easy-to-read document. These customizable documents are available in Microsoft Word and Adobe PDF formats.
The CoNetrix Tandem Compliance Management product is available in two versions: Free and Pro.
| Free | Pro | |
|---|---|---|
| Request Access | Request a Quote | |
| 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 | ||
| Schedule Recurring Requirements in Bulk | ||
| Single Sign On (SSO) integration using SAML 2.0 |
| Free | Pro |
|---|---|
| Request Access | Request a Quote |