Issues & Actions Manager

A Centralized Approach to Issues & Actions Intelligence

We are pleased to announce the launch of the latest member of the apogee iQ family! This module was designed through the thoughtful collaboration with credit union partners as a way to address a need that plagues many – tracking and maintaining accountability around follow-up items related to many of our risk management functions. The Issues & Actions Manager serves as a centralized repository for all audit and exam findings, organizational issues, observations, and potential improvements, providing a comprehensive view of action items across the entire organizational landscape. Designed to streamline the identification, tracking, and resolution of audit, exam and risk-related issues, this module ensures a structured and efficient approach to mitigating threats, managing new opportunities and enhancing compliance.

Key Capabilities:

Holistic Tracking & Aggregation – Issues are tracked individually across various modules and seamlessly aggregated into an intelligent Issues & Actions Manager, enabling organizations to monitor trends, emerging patterns and actions to resolve any issues.

Seamless Integration of External Inputs – Feedback from audits, regulatory examinations, risk assessments and third-party vendor reviews can be input directly into the system, ensuring that critical insights are captured in real-time and incorporated into actionable plans.

Automated Workflows & Alerts – A robust task management framework ensures timely action on key issues, automating workflows, assigning responsibilities, and triggering alerts to keep stakeholders informed and accountable.

On-Demand Reporting & Data Extraction – Simplified yet powerful reporting tools allow for quick data review, trend analysis, and extraction, enabling leadership to make informed decisions with precision and agility, while always staying up-to-date on critical issues.

This module not only enhances risk transparency but also drives proactive risk mitigation, ensuring that organizations remain compliant, efficient, and resilient in an ever-evolving regulatory and risk environment.

Key Benefits:  

  • Improved Visibility & Transparency
  • Streamlined Issue Resolution
  • Enhanced Compliance & Audit Readiness
  • Increased Efficiency & Productivity
  • Better Risk Decision-Making
  • Cross-Departmental Collaboration
  • Scalability & Adaptability

Increase your visibility and understanding of the risks you face while easing the administrative burden of managing these efforts across your organization. Contact us today to view a demo.

Issues & Actions

A risk management program, including exams and audits, only become meaningful when put into action.

Frameworks, policies, and assessments are just words on paper until they’re used to inform decisions, guide behaviors, drive accountability, and IMPROVE PERFORMANCE.

The full apogee iQ suite includes:

COMMIT TO CONSISTENCY 

The apogee iQ Issues & Actions Manager (IAM) module provides an intuitive, robust, and standardized program for capturing and tracking actions related to a variety of risk management, exam, audit and related to-do’s. With IAM, you are able to create and manage all of your issues, follow-up items, initiatives and other actions items all in one easy-to-manage program. On top of that, and even more important, the focus is on taking action! The platform allows you to assign owners, set due dates, and stay on top of the tasks ensuring the highest priority items are completed in a timely manner. 

To see what harnessing the power of apogee iQ can do for your organization, schedule a demo.