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Sopra Banking Platform GRC from Sopra Banking Software

Integrated platform covering governance risk and compliance across pension administration, regulatory reporting, policy management, and audit trails.

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Product analysis by function

Governance Management Platforms for Compliance and Governance

Software that supports board and committee management, policy administration, and governance workflows. These platforms maintain governance documents, manage meeting schedules, and track decision implementation.
More Governance Management Platforms More Compliance and Governance ...

Board & Committee Management
(15 Yes /15 Known /15 Possible features)

Policy & Document Management
(15 Yes /15 Known /15 Possible features)

Governance Workflow Automation
(0 Yes /0 Known /15 Possible features)

Compliance & Regulatory Management
(12 Yes /12 Known /15 Possible features)

Decision & Action Tracking
(3 Yes /3 Known /15 Possible features)

User & Access Management
(5 Yes /5 Known /15 Possible features)

Audit & Evidence Management
(4 Yes /4 Known /15 Possible features)

Reporting & Analytics
(5 Yes /5 Known /15 Possible features)

Integration & Interoperability
(8 Yes /8 Known /15 Possible features)

Security & Data Protection
(9 Yes /9 Known /15 Possible features)

Usability & Support
(6 Yes /6 Known /15 Possible features)

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Meeting Scheduling Ability to coordinate and schedule meetings with automated calendar invitations.		Product overview lists meeting management and scheduling among capabilities as part of Board & Committee support.
Digital Agendas Support for creating, distributing, and amending meeting agendas electronically.		Supports digital document management, including agenda creation and distribution.
Secure Minutes Capture Tool to record, store, and distribute meeting minutes in a secure, permission-controlled environment.		Secure document and meeting minutes management called out in audit/policy documentation modules.
Attendance Tracking System for recording and reporting on attendee participation in meetings.		Platform includes attendance management as part of meeting module for governance.
Voting & Resolutions Digital tools for facilitating, recording, and storing votes and resolutions.		Voting and resolutions (decision tracking) are core GRC workflow features.
Conflict of Interest Declarations Automated process for members to declare and manage conflicts of interest.		Product enables digital forms and workflows for COI declarations.
Board Pack Distribution Secure delivery of meeting materials and board packs to members.		Board pack/document packet distribution is supported in platform document governance module.
Role-Based Access Customizable access controls for different committee and board member roles.		Role-based permissions are customizable throughout the platform, including board/committee areas.
Integration with Calendar Systems Ability to sync with external calendaring solutions (e.g., Outlook, Google Calendar).		Explicitly listed as integration support for Outlook, Google Calendar and other external systems.
Automated Reminders & Notifications Automated emails or alerts for pending tasks, upcoming meetings, or policy reviews.		Task, meeting and policy review notifications/reminders are native to GRC workflows.
Task Assignment & Follow-up Assign tasks to board/committee members and automate follow-up reminders.		Task assignment and follow-up reminders highlighted as automation and workflow tools.
Meeting Recording Audio or video recording of meetings with secure access.		Support for meeting capture via audio/video mentioned; secure access and permissions described.
Remote Participation Tools Support for secure video conferencing and virtual meeting participation.		Virtual/remote participation, including secured conferencing, is an explicit feature.
Document Annotation Board members can annotate and share notes directly on meeting documents.		Document annotation and collaboration is part of board/meeting module.
Member Directory Centralized directory of all board and committee members, including terms and roles.		Centralized member/participant directory included in governance and user management modules.

Centralized Document Repository Single, secure storage location for all governance and policy documents.		The platform features a centralized, secure repository for all governance and regulatory documents.
Document Version Control Track changes, maintain prior versions, and manage approvals for documents.		Tracks document versions and maintains prior versions as part of comprehensive policy management.
Searchable Document Index Advanced search capabilities across document types and content.		Advanced search features across content and document types mentioned as key capability.
Document Expiry & Review Dates Automated tracking and notification of policy expiration and scheduled reviews.		Automated tracking and notification for policy expiry/reviews is standard in regulatory compliance module.
Role-Based Document Access Access controlled via roles and permissions, supporting confidentiality.		Role/permission-based access described throughout document and policy modules.
Policy Workflow Automation Automate drafting, approval, and publishing workflows for governance documents.		Approval, drafting and publishing workflows automated as part of policy management.
E-signature Integration Ability for stakeholders to electronically sign documents securely.		E-signature integration provided for secure signing of documents.
Document Acknowledgment Tracking Track which members have read and acknowledged receipt of documents.		Tracks document acknowledgment/read receipts via user workflow.
External Document Sharing Secure sharing features for documents with external advisors or regulators.		Supports external document sharing via permission-controlled portals.
Document Encryption In-transit and at-rest encryption for all stored documents.		Document encryption at rest and in transit are explicitly referenced in platform security documentation.
Activity Audit Trails Record activity, changes, and access events for all documents.		All document activity and changes are audit-logged with user attribution.
Template Management Pre-defined templates for common policy and governance documents.		Pre-defined and customizable templates for compliance and governance are included.
Multi-format Document Support Support for popular document formats (PDF, Word, XLS, etc.).		Multi-format (doc, PDF, XLS, etc.) import/export and storage listed on product site.
Document Retention Scheduling Automated purging and archiving based on retention policies.		Automated archiving and retention based on defined policy available.
Contract & Legal Document Management Specialized workflow and security for managing contracts and sensitive legal documents.		Contracts/legal document support mentioned in risk, compliance and legal workflow automation.

Workflow Builder Intuitive tool to design and visualize governance workflows.		No information available
Approval Routing Automated routing of documents and requests for required approvals.		No information available
Dynamic Assignment Rules-based task assignment to roles or individuals based on process steps.		No information available
Deadline Management Automated deadline tracking and escalation notifications.		No information available
Escalation Paths Configurable escalation for non-completed actions or exceptions.		No information available
Progress Tracking Dashboards Dashboards for viewing workflow and project status in real-time.		No information available
Automated Alerts & Reminders Notifications for tasks, deadlines, and required approvals.		No information available
Audit Trail of Workflow Steps Complete record of each workflow action and participant.		No information available
Conditional Logic Support for complex routing and conditional steps within governance workflows.		No information available
Integration with External Tools Connect governance workflows with external email, calendar, and communication tools.		No information available
Customizable Forms Ability to design forms for governance processes (e.g., requests, declarations).		No information available
Process Analytics Reporting on workflow bottlenecks, efficiency, and compliance.		No information available
Automated Document Generation Auto-generate documents from workflow actions and data entries.		No information available
Signature Workflow Integration Automate collection of required e-signatures as part of workflow steps.		No information available
Workflow Templates Pre-built templates for common governance and compliance processes.		No information available

Regulatory Calendar System to track filing deadlines and regulatory obligations.		Regulatory calendar maintained as part of compliance management for tracking obligations.
Customizable Compliance Checklists Checklists tailored to specific industry requirements and regulations.		No information available
Automated Compliance Monitoring Continuous monitoring of compliance with built-in alerts for non-compliance.		Platform's automated compliance monitoring tools and alerting referenced in core features.
Regulatory Reporting Tools for generating and submitting reports to regulators.		Regulatory reporting tools/outputs listed for compliance with pension and financial regulations.
Rule & Policy Mapping Link regulations and policies to related internal processes and controls.		Rules and policy linkage to controls/processes indicated in policy management description.
Regulatory Change Notifications Alerts for relevant changes in laws, standards, or regulations.		Automatic notifications regarding regulatory and legal changes described.
Automated Evidence Collection Automatically gather records necessary for demonstrating compliance.		No information available
Compliance Attestation Tracking Track and report on user attestation to key policies or regulatory requirements.		Tracks attestation/compliance of users to critical regulations and policies.
Risk Register Integration Connect compliance issues to an organizational risk register.		Risk registers tie directly to compliance and control issues in the platform.
Compliance Analytics Analytics to identify compliance trends, gaps, and risks.		Analytics for compliance trends and risk profiling is highlighted.
Policy Exception Management Workflow for documenting, approving, and tracking policy exceptions.		Exceptions and deviation management workflow covered in the compliance section.
Audit Trail of Compliance Activities Detailed auditing of all compliance-related actions and changes.		Compliance actions, audit trail and logging presented as product strengths.
Third-party Compliance Management Extend compliance monitoring and reporting to key vendors and service providers.		No information available
User Certifications and Training Tracking Record staff certifications and required compliance training completions.		User certification/training tracking described for governance and compliance.
Cross-jurisdictional Compliance Support Manage and track requirements across multiple applicable jurisdictions.		Cross-jurisdictional compliance workflows and rule mapping included.

Decision Register Central log of all formal decisions made by boards and committees.		Decision register module provides centralized logs of formal decisions.
Automated Action Item Creation Create and assign action items directly from meeting minutes or resolutions.		No information available
Action Item Status Tracking Monitor the completion and status of governance-related action items.		Tracks and displays status of governance action items as part of decision/action management.
Accountability Assignment Assign responsibility and deadlines for follow-up actions.		No information available
Completion Notification Automated notifications when assigned tasks are completed or overdue.		No information available
Evidence Attachment Attach evidence items (documents, links, notes) to decision and action records.		No information available
Overdue Actions Dashboard Overview of outstanding or overdue actions by board, committee, or member.		No information available
Linking Decisions to Policies Map decisions to relevant documents or policies for traceability.		No information available
Recurring Actions Scheduling Schedule and automate recurring governance actions and reminders.		No information available
Dependency Tracking Manage dependencies between multiple action items or decisions.		No information available
Export/Reporting Export lists or reports of decisions and actions for audits or reviews.		No information available
Comment and Discussion Threads Embedded discussion capability for decision and action items.		No information available
Task Re-assignment Ability to reassign actions in case of absence or role changes.		No information available
Escalation for Stalled Actions Automated escalation of uncompleted actions to designated leaders.		Stalled/uncompleted actions support configurable escalations in governance workflow engine.
Action Closure Evidence Logging Log remarks or upload proof of action closure before marking tasks complete.		No information available

Single Sign-On (SSO) Support Integration with SSO providers for streamlined, secure login.		SSO integrations available for enterprise deployments (e.g., Azure, Okta, etc.).
Multi-Factor Authentication (MFA) Support for MFA to enhance security of user accounts.		Multi-factor authentication described in security documentation.
User Provisioning and De-provisioning Automated onboarding and offboarding of users based on roles.		Automated provisioning and de-provisioning tied into HR and directory subsystems.
Role-Based Access Controls Granular permissions management based on organizational and governance roles.		Role-based controls integral to document, process, and access management.
Delegated User Administration Allow designated personnel to manage users in subgroups or committees.		No information available
User Activity Monitoring Audit and log user activity within the platform.		No information available
Group and Committee Memberships Easily manage group affiliations and role memberships.		No information available
Guest/External User Access Secure, time-limited platform access for external advisors, auditors, or consultants.		Provision of secure, time-limited external access for auditors/advisors mentioned.
Custom Password Policies Enforce organizational password complexity and rotation requirements.		No information available
Account Lockout Policies Security measures for failed login attempts and account lockouts.		No information available
Bulk User Management Support for bulk upload or changes to user permissions and accounts.		No information available
Access Request and Approval Workflow Automate and document the approval process for user access changes.		No information available
Session Timeout Configuration Adjustable limits for user session activity and automatic logoff.		No information available
User Directory Synchronization Integration with enterprise directory systems (e.g., Active Directory, LDAP).		No information available
User Access Review Reporting Generate reports for periodic access reviews and audits.		No information available

Audit Trail Logging Comprehensive logs of all actions, changes, and access events throughout the platform.		Comprehensive audit log maintained throughout the platform.
Evidence Repository Central, secure storage for audit evidence (documents, communications, files, etc.).		Central evidence repository included for audit/compliance requirements.
Audit Query Support Rapid response to audit requests with filtered document and record search.		No information available
Audit-ready Reports Pre-built report templates for common audit requirements.		No information available
Data Export Capabilities Ability to securely export audit logs and supporting documentation.		Secure export/file transfer capabilities for audit packages documented.
Tamper-evident Logging Ensure audit logs cannot be altered without detection.		Product literature describes tamper-evident audit logs as security control.
Point-in-Time Snapshots Store system state/archive at specific dates for evidence and historical reference.		No information available
Exception Documentation Document reasons for and approval of exceptions to standard processes.		No information available
Link Evidence to Decisions Direct association of evidence files with meeting items, decisions, policies, or actions.		No information available
Access-controlled Evidence Sharing Secure, permission-based access for internal or external auditors.		No information available
Retention Management Automated application of retention policies to audit evidence and logs.		No information available
Evidence Version Control Track changes or additions to audit evidence over time.		No information available
Audit Issue Tracking Track and manage audit findings, recommendations, and remedial actions.		No information available
Cross-linking to Policies Link audit evidence and findings directly to governing policy documents.		No information available
Audit Engagement History Log of all past audit events, responses, and outcomes for reference.		No information available

Custom Report Builder Design, save, and schedule custom reports from governance and compliance data.		Custom/governance reporting designer for audit and management users.
Dashboards Configurable, real-time dashboards for monitoring key governance metrics.		Real-time, user/role-configurable dashboard displays for all governance modules.
Automated Scheduled Reports Auto-generate and distribute reports on a regular schedule.		No information available
Export to Multiple Formats Download reports in PDF, Excel, CSV, or other useful formats.		Multiple export formats supported for reports and documents.
Data Visualization Charts, graphs, and visual aids for performance and compliance trends.		No information available
Report Access Controls Restrict access to sensitive reports based on user roles and permissions.		No information available
Drill-through Analytics Navigate from summary dashboards to detailed report data.		No information available
Filter and Search Capabilities Advanced filter and search on report data.		No information available
Automated KPI Monitoring Continuous monitoring of key performance indicators with alerts for threshold breaches.		Automated KPI monitoring including risk, compliance and governance KPIs referenced.
Audit and Compliance Reporting Pre-built templates for regulatory, audit, or compliance reporting.		No information available
Historical Data Analysis Compare current and past governance/compliance performance data.		No information available
Integration with BI Tools Connect platform data to external business intelligence tools.		Integration with BI and analytics tools possible for advanced reporting.
Scheduled Distribution Lists Auto-email scheduled reports to distribution groups or individuals.		No information available
Interactive Data Exploration Users can interact with report visualizations in the browser.		No information available
Maturity & Benchmarking Reports Compare governance maturity or compliance benchmarks against peers.		No information available

API Availability Availability of well-documented APIs for exchanging data with other systems.		API documentation and integration layer listed in technical resources.
Single Sign-On Integration Seamless login integration with enterprise authentication solutions.		Single Sign-On integration for enterprise directories (SAML, OAuth, etc.)
Data Import/Export Bulk import/export of data to/from external platforms and legacy systems.		Bulk data import/export and batch integration tools cited for onboarding and regular exchanges.
Integration with Cloud Storage Connect platform to cloud storage services (e.g., SharePoint, Dropbox, Google Drive).		Integration with cloud storage platforms like SharePoint, Dropbox, and Google Drive.
Email System Integration Bi-directional communication with corporate email systems.		No information available
Calendar Integration Sync platform events with individual or shared calendars in real time.		No information available
Directory Service Integration Synchronize user accounts and groups with enterprise identity systems.		Directory service integrations (e.g. Active Directory/LDAP) available.
Workflow & Automation Tool Integration Integrate with external workflow automation (e.g., Zapier, Power Automate).		Workflow/automation tools are extensible to external integrations (e.g. Zapier/Power Automate).
Regulatory Filing System Connectivity Automate data submissions to regulatory portals.		Automated data exports for regulatory filings described.
Mobile App Synchronization Real-time sync and notifications between desktop and mobile applications.		Mobile/desktop app synchronization for notifications and calendar events.
Data Export Frequency The maximum number of data exports possible per day.		No information available
Supported Integration Endpoints Number of external systems/platforms that can be connected simultaneously.		No information available
Webhook Support Real-time external event notification via webhooks.		No information available
Custom Integration Toolkit Resources for custom integration development (SDKs, sandboxes).		No information available
Audit Logging of Data Transfers Audit trail for all data exchanged with external systems.		No information available

Data Encryption In Transit Encryption standards applied to data during transmission.		All data encrypted in transit using modern or required security protocols.
Data Encryption At Rest Encryption of all stored data in databases and backups.		Data at rest encryption in all relevant modules and data stores, per documentation.
Granular Access Permissions Fine-grained access control for sensitive content.		No information available
Data Residency Options Choice of data storage location to comply with national regulations.		No information available
Penetration Testing Regular independent security testing and vulnerability scanning.		Independently verified penetration testing and vulnerability scanning referenced.
Compliance Certifications Certifications such as ISO 27001, SOC 2, or similar.		ISO 27001 and other GRC-relevant certifications listed in compliance materials.
Secure Mobile Access Data protection for mobile users and devices.		Secure mobile app and MDM support for protected access.
Disaster Recovery & Backups Automated backup and recovery policies for all data.		Disaster recovery, backup and restore capabilities detailed in technical docs.
Incident Response Procedures Documented and tested plan for managing security incidents.		Incident response, including logs and runbooks, described for security compliance.
Real-time Threat Monitoring Continuous monitoring and alerting for security events.		Real-time threat monitoring/alerting present for infrastructure and application security.
Customer Security Portal A portal for customers to review security operations and documents.		No information available
Privacy by Design Features Design/inclusion of controls to comply with privacy regulations (GDPR, CCPA, etc).		Privacy compliance (GDPR, CCPA) features, including consent and control, are described.
Secure File Transfer Methods for securely transferring files to and from the platform.		No information available
Time to Restore from Backup Maximum platform recovery time from backup in case of disruption.		No information available
Physical Security Controls Safeguards for physical data centers (access control, environmental monitoring, etc).		No information available

Intuitive User Interface User-optimized design supporting quick learning and efficient task completion.		Product marketing places strong emphasis on usability, with modern, intuitive UI highlighted.
Role-based Dashboards Different dashboards tailored to user roles (trustees, managers, admins, etc).		Dashboards tailored to roles (compliance, risk, admin) described.
Responsive Design Platform adapts to any device (desktop, tablet, mobile).		Responsive design for mobile, tablet and desktop access shown.
Accessible Design (ADA, WCAG) Accessibility and compatibility for users with disabilities.		No information available
Customizable Workflows Users can tailor governance workflows to their organizational needs.		Customizable governance and compliance workflows supported for organizational flexibility.
In-app Help and Tutorials Built-in user guides, tooltips, and access to help resources.		No information available
Live Chat Support Real-time assistance from support staff.		No information available
Email and Ticketing Support Support available via email or online ticket submission.		Support via email and ticketing mentioned in customer support section.
Phone Support Hours The number of hours per day phone support is available.		No information available
Dedicated Account Manager Access to a named support/contact person for enterprise accounts.		No information available
Onboarding & Training Services Structured programs for training new users and facilitating rollout.		No information available
Self-service Knowledge Base Users can search and find solutions to common issues.		Knowledge base for self-service included.
Multi-lingual Support Ability to use the platform in multiple languages.		No information available
User Communities or Forums Access to peer support through online communities.		No information available
User Feedback Mechanism In-platform tools for submitting ideas and improvement suggestions.		No information available

Sopra Banking Platform GRC from Sopra Banking Software

Product analysis by function

Governance Management Platforms for Compliance and Governance

Board & Committee Management (15 Yes /15 Known /15 Possible features)

Policy & Document Management (15 Yes /15 Known /15 Possible features)

Governance Workflow Automation (0 Yes /0 Known /15 Possible features)

Compliance & Regulatory Management (12 Yes /12 Known /15 Possible features)

Decision & Action Tracking (3 Yes /3 Known /15 Possible features)

User & Access Management (5 Yes /5 Known /15 Possible features)

Audit & Evidence Management (4 Yes /4 Known /15 Possible features)

Reporting & Analytics (5 Yes /5 Known /15 Possible features)

Integration & Interoperability (8 Yes /8 Known /15 Possible features)

Security & Data Protection (9 Yes /9 Known /15 Possible features)

Usability & Support (6 Yes /6 Known /15 Possible features)