Test & Control Automation

Automate your testing processes with Crosswise workflows and playbooks

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.

Real Chats. Real Efficiency.

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?

Step Into the Future of Risk & Compliance