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Financial services firms work with complex regulatory requirements and need comprehensive policies and procedures but struggle with the time-intensive process of creating compliant, tailored documentation for their specific risk profiles. In today's heavily regulated financial environment, firms face challenges in conducting thorough risk assessments, generating appropriate policies that align with their unique business characteristics, and maintaining compliance across evolving regulatory landscapes. They struggle with manual document creation processes, inconsistent policy quality, and the complexity of mapping risk assessment findings to appropriate policy frameworks. Advisor Armor provides essential automation capabilities to help financial services firms not only streamline their compliance workflows but also ensure policy accuracy through AI-powered document generation that leverages comprehensive risk assessment data and regulatory knowledge bases. By addressing these critical compliance challenges, the platform empowers firms to maintain regulatory compliance more efficiently while reducing the administrative burden on compliance teams.
They approached us to build their flagship offering, Advisor Armor, which combines risk assessment automation with intelligent policy generation to revolutionize compliance management for financial services. The platform is designed to provide end-to-end compliance workflow management tailored to each firm's specific risk characteristics, ensuring organizations can maintain regulatory compliance with confidence and minimal manual intervention. By leveraging embedded CRM integration, comprehensive risk assessment questionnaires, and AI-powered document refinement capabilities, users gain access to sophisticated compliance automation that empowers them to generate accurate policies, maintain document consistency, and adapt to changing regulatory requirements effectively. This comprehensive compliance solution not only helps firms establish stronger regulatory frameworks but also drives operational efficiency, enabling them to focus on core business activities while maintaining exemplary compliance standards.
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The platform is to help financial services firms collect, analyze and optimize crucial compliance data and regulatory documentation processes.
A few of the features we built included:
This build took about 2 months to complete from start to finish.
