Pathfinder – Policy Manager
Trusted answers based on your documents
Save $1M+ annually by reducing up to 20% of time lost to repetitive policy Q&A and slow approvals.
Cut 20% wasted time
- Accelerate compliance advisory 94%+ accuracte responses — complete with human oversight and case management capabilities.
Boost employee productivity
- Streamline form-filling with AI assistance — saving time, cutting frustration, and improving efficiency.
Compliance & governance
- Policy-cited answers, audit logs, reports, and SR 11‑7 model governance controls.
How much could you save?
Estimate yearly savings from faster policy Q&A and approvals.
The reality today…
- Compliance teams drown in repeat policy and advisory questions.
- Front-office employees waste time on complex forms and slow approvals.
Instant answers. Governed workflows.
Pathfinder answers policy questions instantly, accelerates advisory, and automates conflict‑of‑interest workflows — all with human‑in‑the‑loop control.
AI-assisted CoI Form SubmissionsAgentic Policy Q&AAudit & Reporting CapabilitiesCentralised Policy Repository
AI-assisted CoI Form Submissions
Describe gifts/personal trades/outside interests in natural language instead of lengthy forms. (Coming soon)
Agentic Policy Q&A with Built-in Case Review:
Deflect repetitive questions; compliance approves or corrects answers if desired.
Audit & Reporting Capabilities
Traceable logs, exportable evidence, reports, and support for model governance controls (SR 11 7).
Centralised Policy Repository
Centralise policies in one place with clear ownership and permissions structures.
Stop experimenting. Deploy now.
- Year 1 Free — full production use, no feature caps.
- Unlimited Access — unlimited questions and document ingestion.
- No Lock‑In — opt out anytime, no fine print.
Expert services included — we help configure, onboard, and ensure adoption.
Proven impact
Ready to deflect policy questions and speed up approvals?
Deploy Pathfinder Policy Manager and measure savings in weeks.
