Bank Policy Guru

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Build Your Comprehensive Policy Library

Fast. Easy. For Less.

In today’s lean business environment, dedicating resources to develop a full library of policies can be challenging. Hiring consulting groups to create these policies often costs thousands of dollars per policy. That’s where we step in. At a fraction of the cost, we provide the tools to build a comprehensive policy library, allowing you to focus on what matters most: growing your company.

The Problem

Balancing crucial Business tasks With competing priorities

Building a company requires wearing many hats and juggling various tasks. Just as you begin one project, another demands your attention. Therefore, it’s crucial to find straightforward solutions for time-consuming problems, enabling your team to concentrate on growing your business.

Regulatory policies are essential for all financial services companies, as they demonstrate to regulators how the company interprets and complies with relevant rules. However, crafting these policies is time-consuming, often requiring many hours of detailed work. Finding the time to create these crucial documents can be extremely challenging.

Tired of Bad Solutions?

It's Time for A New Approach

One solution is to hire a resource. This is a great option, but that means recruiting, interviewing, onboarding and paying the resource, only to wait at least a year for the end results. That’s not the answer.

Another option is to bring in a consulting group. These groups will deliver results faster than a dedicated resource, but the price tag is through the roof.

Why not cut those numbers down significantly?

That's Where

Bank Policy Guru

Arrows

Comes In

Simple. Fast. Easy.

How It Works

That’s where we come in. Our policy templates come full of information and ready to be reviewed by your team. Our solution saves you time and money, so you can focus on doing what’s important to you – building your business. 

If you’re ready to get started, jump over to our Policy Templates page and start building your policy library today.

Policy Templates

The process is simple. You pick from our policy templates and provide us with a few simple pieces of information. Within 1-3 business days, we'll send your policy templates, ready for you to review. Once you make adjustments based on your organization's operations, the policy goes through your internal review process, then you implement. It's as simple as that!

Pricing

We pride ourselves on simplicity. That's why each Policy Template is the same low price. We also offer discounts as simple as our pricing. For every 10 Policy Templates you purchase, we take an additional 5% off your price. Best of all, we automatically apply the discount at checkout, so all you need to do is find the Policy Templates to make your company better.




Other Services

While we specialize in policy templates, we do much more than that. Drop us a note below and we can set up a quick 15-minute call. We'll get an understanding of what you're looking for and we'll tell you if we can fulfill. If it's not a match, we can introduce the opportunity to our talented network of industry professionals.





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