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Designed for Financial Services Because Policy Management Should Make Things Easier
Key Tools for Financial Institutions
ALL IN ONE
Build and maintain policies that meet all regulatory standards, ensuring your institution stays compliant at every step.
Create Policies With Confidence
Effortlessly distribute policies to your team and track acknowledgment to ensure everyone is on the same page.
Monitor which employees have acknowledged policy updates to maintain compliance and reduce risks.
Keep all your policies organized in one convenient place, simplifying your compliance management.
222 W. Adams Street, Suite 2300
Chicago, IL 60606-5242
Being a customer at BAI means I have resources at my fingertips, content experts that know what they’re doing to make sure we can satisfy regulations, as well as having people who care about us as a company to help us meet our goals.
John, Training Coordinator, Stock Yards Bank & Trust Company
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Let’s Dive In
Distribute and Track With Ease
Manage Your Entire Policy Inventory
Stay Compliant With Acknowledgment Tracking
READY TO STREAMLINE YOUR POLICY PROCESS AND IMPROVE COMPLIANCE?
Contact us now to learn more!
At BAI, we are passionate about our mission and believe that a strong financial services industry helps consumers, businesses, and communities thrive. Therefore, we are here to answer any questions you may have and provide valuable insights and relevant content. Please feel free to contact us by completing and submitting the form below. You may also call 1-800-224-9889.
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