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Zavanta Industry Solutions

Banking and Finance

 

Operations Knowledge
Scattered

Most banks and financial services organizations have no formal way to identify and apply consistent procedures and standards. In the financial industry, intense regulatory and competitive pressures make this especially problematic. Outdated methods: word processing, P&P binders, email, are too haphazard and error-prone.

Zavanta gives organizations in the finance and banking industry a modern way to capture, manage, and communicate clear policies, standard operating procedures linked to related "how to" knowledge. 

Zavanta has helped banks, financial institutions, and credit unions achieve these goals:

  • Meet regulatory compliance, reduce risk
  • Standardize operations across locations
  • Streamline employee training
  • Capture intellectual capital before employees leave or retire
 
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Section 1

From authoring, through reviews, and publishing, Zavanta gives you visibility to the entire process. Create drafts, manage sign-offs. Everything is accessible in the Employee Portal.  

  • Audit trail and change tracking
  • Employee read verification
  • Review/Approval automation
  • Standardized authoring
  • Everything organized, in one place
 

Section 2

From authoring, through reviews, and publishing, Zavanta gives you visibility to the entire process. Create drafts, manage sign-offs. Everything is accessible in the Employee Portal.  

  • Audit trail and change tracking
  • Employee read verification
  • Review/Approval automation
  • Standardized authoring
  • Everything organized, in one place
 

Section 3 New one just added.

From authoring, through reviews, and publishing, Zavanta gives you visibility to the entire process. Create drafts, manage sign-offs. Everything is accessible in the Employee Portal.  

  • Audit trail and change tracking
  • Employee read verification
  • Review/Approval automation
  • Standardized authoring
  • Everything organized, in one place
 

Section 4 New one just added.

From authoring, through reviews, and publishing, Zavanta gives you visibility to the entire process. Create drafts, manage sign-offs. Everything is accessible in the Employee Portal.  

  • Audit trail and change tracking
  • Employee read verification
  • Review/Approval automation
  • Standardized authoring
  • Everything organized, in one place
 
 

Banks, Credit Unions, Financial Services

Zavanta Use Cases

 

A community bank needed to address high turnover issues. Teller area alone, turnover was 30%. It was becoming more difficult to keep everyone updated on new laws and regulations. Their policies and procedures were outdated; their maintenance method was antiquated.

Using Zavanta, they were able to overhaul their existing P&P content into a flexible, web-enabled system.  As a result, they decreased employee ramp-up time and were able to move floaters from branch to branch.

Commercial bank standardizes post-merger operations across 160 locationsCommercial bank standardizes post-merger operations across 160 locationsCommercial bank standardizes post-merger operations across 160 locations

Commercial bank standardizes post-merger operations across 160 locationsCommercial bank standardizes post-merger operations across 160 locationsCommercial bank standardizes post-merger

 
 

Everyone benefits.

No more silos. The organization is more transparent. 
Everyone understands their role and how they fit into the big picture.

 

Employees

Employees can look up how to do any task or policy from any device, 24/7. They are more confident; they work smarter, make good decisions.

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Management and Board Members

Rest easy, intellectual capital is protected. You have a single system to manage with, train from, and automate compliance. 

 

Compliance Officers

Zavanta tracks every change and provides audit trails as well as attestation and testing.

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Regulators

Auditors and regulators love the results. Policies, procedures are separated into well -organized units.

 

IT / Security Teams

Our security meets the requirements of enterprises in the financial sector. Zavanta's user management automation and tools helps manage hundreds or thousands of users.

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Training Department

Capture SOP / Policy content to use in creating consistent training. Easily create tests and report results. Link to LMS.

 

Discover what Zavanta can do for you.