An Event With
Pathfinder Policy Manager Live Demo: Instant Policy Answers from Desk-to-Enterprise
Date: December 3, 2025
Time: 10:00 AM – 11:00 AM ET | 3:00 PM – 4:00 PM GMT
Location: Zoom
Policy questions and approvals shouldn’t bottleneck the business or bury compliance and front office teams. In this product-led session, Behavox will demonstrate how Pathfinder Policy Manager delivers instant answers from your firm’s own policies with human-in-the-loop governance, full audit trails, and enterprise-grade controls.
See real use cases across front office and compliance operations, and learn how to validate impact in your own environment.
What You’ll Learn
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Instant, governed policy answers with source citations, case review, and change control.
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Approvals & forms in one flow (e.g., Gifts & Entertainment, PA Dealing, Conflicts/OBA) with routing and evidence capture.
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Defensibility at scale: audit logs, reporting, and SR 11-7–aligned model governance.
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Enterprise fit: connectors to where policies live (SharePoint, OneDrive, Google Drive, Box), SSO/SAML/AD, and role-based permissions.
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Measuring value: how teams baseline time saved, deflection rates, and accuracy, and how to replicate the approach at your firm.
Register to have your questions answered live by Behavox’s senior product team leaders following the live demo.
Who Should Attend
Chief Compliance Officers, Heads of Compliance Advisory, Control Room & Conflicts Leads, Compliance COOs, Policy Owners, and Front-Office Supervisors at banks, commodities firms, brokers, asset managers, and insurers.
This invitation does not constitute gifts/entertainment and there is no entrance fee and no preparation required. Should you have additional questions or are unable to register online, please reply to [email protected] and a member of our team will be happy to assist you.
