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Transforming technology into results
Transforming technology into results
Financial Policy Governance & Algorithmic Document Summarization
PolicyIQ transforms how financial institutions orchestrate regulatory governance. Parsing complex, multi-hundred-page dockets, the AI validates adherence to the strictest SEC/RBI standards while democratizing compliance through instant, board-ready executive summaries.
"This is not a generic tool. It is an industry-first AI system purpose-built for your specific business logic and workflows."
AI generates concise, structured summaries of complex policy documents — in plain English — for different stakeholder audiences.
Cross-check policies against regulatory requirements and internal standards — with gap analysis and recommendations.
Ask questions about any policy in natural language — 'What is the claim settlement timeline?' — and get instant, cited answers.
Identify where your policies fall short of regulatory requirements — with a prioritized action list for compliance teams.
Map every policy clause to its corresponding regulatory requirement — creating a traceable compliance matrix automatically.
Generate different summaries for the board, compliance team, and frontline staff — each calibrated to the right level of detail.
Upload policies in any format — PDF, Word, or scanned documents. PolicyIQ handles all document types.
AI cross-references your policy against regulatory requirements, identifies gaps, and generates summaries — in minutes.
Distribute AI-generated summaries to stakeholders, action compliance gaps, and maintain a living policy compliance matrix.
PolicyIQ summarized 200+ product policy documents and mapped each clause to IRDAI regulations — replacing a 3-month manual project.
📈 3-month project completed in 4 days
The firm used PolicyIQ to rapidly analyze client policy documents and generate compliance gap reports — 10x faster than manual analysis.
📈 10x faster client deliverables
Can PolicyIQ read handwritten notes or scans?
Yes. PolicyIQ includes advanced OCR capabilities that can accurately read and interpret scanned PDFs, even if they contain handwritten margin notes.
How do we train the AI on our specific internal policies?
We handle the entire training process. You simply provide the documents, and our team configures the AI to understand your context — with Zero Setup Fees.
Can we ask the AI to compare two different versions of a policy?
Absolutely. One of PolicyIQ's strongest features is its ability to perform gap analysis between different document versions or standards.
Book a free 30-minute discovery call. We'll map your workflow, demo the system, and give you a custom quote — no commitment required.