Finovifi

Streamline Risk & Audit Management with RiskPilot from Finovifi

Written by Karly Field | Jun 17, 2025 5:56:52 PM

Community banks and credit unions are under pressure to meet increasing regulatory expectations while maintaining lean teams and efficient operations. Manual processes and disjointed tools make managing audits and risk assessments a real burden.

RiskPilot, Finovifi’s risk and audit management solution, was designed to change that.

What is RiskPilot?

RiskPilot helps financial institutions manage internal audits, track audit exceptions, assign roles, and perform comprehensive risk assessments—all within one intuitive, centralized platform. With customizable templates and flexible dashboards, RiskPilot simplifies compliance without sacrificing oversight.

Key Features of RiskPilot

  • Pre-Built Risk & Audit Templates
    Access over 140 audit checklists and risk assessment templates. Whether it’s BSA, Reg DD, or cybersecurity, you can copy and customize templates instantly—saving time and standardizing your processes.

  • Customizable Dashboards by Role
    Each user sees only what’s relevant to them—auditors, managers, or exception assignees—keeping your team focused and accountable.

  • Exception Tracking Made Easy
    When an audit is finalized, unresolved issues automatically roll into an exception tracking report, giving you visibility and control over outstanding tasks.

  • Unlimited Users and Storage
    Say goodbye to licensing headaches. Add as many team members as needed, and store your documentation without limits.

  • Flexible Role Management
    Assign users to specific audits, define their responsibilities, and ensure proper access levels. Some users may be assigned one task, while others may manage the full audit.

  • Custom Risk Assessments
    Use built-in templates or build your own from scratch. Edit definitions, add criteria, remove irrelevant sections—whatever suits your institution’s approach.

Why RiskPilot?

Most risk management tools are either too simplistic or overly complex. RiskPilot hits the sweet spot: robust enough to cover audits and assessments across the institution, but simple enough for quick onboarding and daily use.

Whether you're managing 10 audits or 100, RiskPilot keeps your institution on track, accountable, and ready for your next examiner visit.

Ready to ditch the spreadsheets and simplify your audit process? Learn more here!