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- GRC for Banking and Financial Services
- Get started
Get GRC for Banking and Financial Services running in four steps.
Prepare a bounded assessment cycle with named owners and a separate reviewer.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up GRC for Banking and Financial Services. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open GRC for Banking and Financial Services in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Use Proto to describe the organization, business unit, assessment period and people responsible for control testing, remediation and independent review.
Prepare the first operating cycle
Choose one organization, one unit and a manageable set of active controls. Bring stable control codes, risk scale versions, named owners and the evidence locations the team already uses. Prepare an assessment with planned test lines. Include one case that should pass and one that should raise a finding.
Review before release
Trace the failed test to its assessment and control, then to a corrective action and a retest by another person. Try an invalid exception count, a Pass without evidence and a self-retest. Confirm the assessment revision named in a review decision is the one examined. Review Internal and Shared attachments with ordinary accounts before inviting the wider team.
Set up GRC for Banking and Financial Services your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.