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.
  • Year 1 FREE
  • Opt out anytime
  • No usage limits
  • No fine print

Cut 20% wasted time

  • Accelerate compliance advisory 94%+ accurate 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.

10,400 hrs
Annual hours saved
$1,040,000
Annual cost savings

Defaults show $1M+ savings with 1 hour/week saved across 1,000 employees at $100/hr and 20% reduction.

The reality today…

  • Compliance teams drown in repeat policy and advisory questions.
  • Front-office employees waste time on complex forms and slow approvals.
 

“It’s time-consuming, repetitive, and risky — sometimes the front office doesn’t even wait for compliance

“We got hit by a mountain of questions from employees — nobody reads the policy”

Instant answers. Governed workflows.

Pathfinder answers policy questions instantly, accelerates advisory, and automates conflict‑of‑interest workflows — all with human‑in‑the‑loop control.

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

  • $1M+ annual savings
  • 20% time saved
  • 94%+ accuracy

Ready to deflect policy questions and speed up approvals?

Deploy Pathfinder Policy Manager and measure savings in weeks.