Branch Audit Tool: 2021/22 Updates

We’ve been busy making our Branch Audit system that much better. 

What’s New in the Tool?

Watch our pre-recorded webinar for an inside look at what we’ve being working on.

[VIDEO] System Demonstration

With suggestions fielded from our system users, we’ve updated our Branch Audit platform to give you the best audit management experience. In our on-demand webinar, we walk through the audit process and point out some of the system’s most notable updates and additions along the way. In this demo, you’ll get a first-hand look at our redesigned audit dashboard, new “Final Audit Reviewer” role, enhanced email scheduling feature, and much more!

System Enhancements

New features designed to streamline your audit processes.

Simplified Navigation

Benefit from a more streamlined audit management experience with simplified navigation.

Enhanced Risk Reporting

Track potential risk in real-time and identify audit trends with access to several new visual graphs and reports.

Audit Response Due-Dates

Easily locate and address past-due branch audit activities by assigning due dates and sending out email reminders.

Enhanced Email Scheduling

Stay ahead of the follow-up process by scheduling emails to go out at a later date, or on a recurring basis.

Audit Reviewer Role

Choose to assign a “Final Reviewer” to sign-off on the details recorded during the audit resolution process.

Final Audit Summary

Feel confident that all audit issues and/or deficiencies are closed out with the new Final Audit PDF feature.

Contact Us

Submit the form to talk to one of our product specialists! 

Still not convinced? Take a test drive of our system today!