Automation

Automate anything, end-to-end.

Elevate your control testing from reactive compliance to proactive risk management. Crosswise transforms manual, time-intensive testing processes into intelligent, scalable workflows that deliver deeper insights with less effort.

Workflows

Workflows allow you to execute any process repeatably, at any scale,
and can even integrate with internal or external data sources.

Great for analyzing large data sets like Complaints, Call Logs, Trades, or Loan files.

Playbooks

Interactive, human-in-the-loop automations let you add structure and repeatability to any unstructured process. Like: "You're going to get an image or audio file and you need to evaluate it using the Marketing Checklist. Let me know if you find any issues."

Playbooks are seamlessly embedded into the Chat experience, so you can ask Crosswise to run a playbook, and Crosswise will start sourcing whatever material it needs to execute the Playbook.

Triggers

Triggers let you run Automations when you need them.

Scheduled

Custom alerts filtered to your institution's specific regulatory profile, delivered how and when you need them.

On Change

Custom alerts filtered to your institution's specific regulatory profile, delivered how and when you need them.

Webhook

Custom alerts filtered to your institution's specific regulatory profile, delivered how and when you need them.

Crosswise In Action

Run the Marketing Review Playbook.

I can run the Marketing Review Playbook. First, I’ll need you to provide the content to review.

I've attached 15 audio files from our call center from last month. Please review them for any issues.

Let me make a plan. First, I'll transcribe the audio file you provided, then I'll compare it to the latest versions of your call center scripts and Call Monitoring QC Guide to find potential issues.

I've evaluated the calls, and found several issues that I've documented in the linked artifact.

Can you create a workflow for me? I want to give you a spreadsheet containing complaints. I want you to evaluate each complaint using our latest Complaint Management Procedures, then put the results of the evaluation in a format like the spreadsheet I’ve attached here.

Great. I’ve created a new workflow: Complaints Monitoring. This workflow takes a spreadsheet of complaints, and evaluates them using your Complaint Management Procedures (which includes criteria such as Complaint Category and a rubric for determining regulatory red flags, for example), then finally outputs a spreadsheet containing the results of the evaluation. Would you like to give me a spreadsheet to test the workflow?

Automation

Automate anything, end-to-end.

Workflows

Playbooks

Triggers

Scheduled

On Change

Webhook

Crosswise In Action

Step Into the Future of Risk & Compliance