Policy & Procedure Management
Policies become outdated when reviews are driven by examinations instead of continuous governance. ERM Pilot gives every policy an owner, a review cadence, and a version history — so your library is always current.
The Full Policy Lifecycle
From authoring to attestation, manage every policy as a governed, living document.
Ownership & Accountability
Assign a clear owner to every policy and procedure so nothing goes stale in a shared drive with no one responsible for it.
Review Cadence
Schedule recurring reviews and automated reminders so policies are refreshed on a governance calendar — not when an exam is looming.
Version Control
Track every revision with a full history of what changed, who changed it, and when — replacing conflicting document copies.
Attestation & Sign-Off
Capture time-stamped acknowledgements from staff that they have read and understood the current version of each policy.
Regulatory Linkage
Map each policy to the NCUA, FDIC, or FFIEC requirements it satisfies so regulatory changes automatically surface affected documents.
Board Approval Trail
Record board and committee approvals alongside each policy version so examiners can verify governance at any point in time.
Built for Financial Institutions
Examiners expect current, board-approved policies with evidence of review. ERM Pilot keeps that evidence at your fingertips for NCUA and FDIC/FFIEC reviews alike.
- Board-Approved TrailDocument board and committee approvals alongside each policy version for examiner review.
- Regulatory LinkageTie policies to the NCUA or FDIC/FFIEC requirements they satisfy so change flows through automatically.
- Attestation EvidenceProve staff have acknowledged current procedures with time-stamped attestation records.
Keep every policy current and defensible
ERM Pilot turns policy management into continuous governance — ownership, review cadence, version control, and attestation in one AI-native platform.