Writing and revising policies and procedures are critical tasks at banks and credit unions. Policies and procedures that are written well are clear, accurate, and easy-to-follow. Failing to meet these three tenets leads most obviously to compliance risk, but poorly written policies and procedures also have direct impacts on employee productivity and customer/member satisfaction – leading to a higher rate of exceptions, rework, and low NPS ratings.
In this webinar, we outline the 6 most common mistakes to avoid when writing banking policies and procedures and tips on how to fix them.
This webinar covers:
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