ComplyPilot
What Is ComplyPilot ?
ComplyPilot leverages advanced artificial intelligence and compliance-specific automation to transform how community banks and credit unions manage regulatory risk. The platform delivers real-time regulatory updates, automated policy management, ad and marketing-content compliance, image and graphic scanning, and role-aware workflows — all in a streamlined web-based experience. Institutions reduce manual compliance work by more than 90%, accelerate marketing review cycles, strengthen audit readiness, and lower overall compliance costs by up to 25%. With new batch-review capabilities, mini “autopilot” calculators for key regulations, and optional human-assisted review for more complex advertising scenarios, ComplyPilot keeps your institution ahead of regulatory change while saving time and reducing risk.
Check out the exciting compliance tools to make your team faster ad more efficient!
Key Features and Modules
ComplyPilot now includes automated calculators and helpers for the most common regulatory workflows:
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Reg E timing
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Reg CC hold calculations
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Flood insurance requirements
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Mortgage disclosures
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Website content compliance
These tools eliminate guesswork and help compliance officers complete tasks in seconds.
- Text + image compliance scanning
- Automatic detection of required disclosures
- FDIC logo size/color/version verification
- Risk-scored classification (e.g., mortgage vs event ad)
- Batch upload for high-volume institutions
- Optional Human-Assisted Review for expert validation
Our Policy module is evolving. Today, banks can:
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Upload existing policies
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Ask questions directly against their own documents
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Get clear, source-linked guidance
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Identify outdated or inconsistent sections
Coming in Q1:
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Sample policy frameworks generated from our compliance experts
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Better accuracy and deeper automation
Audit / Monitoring Checklists
Replace your old audit checklists with current / updated checklists which are integrated into the auditing process.
Organize Audits
Minimize time and maximize output for all audit / monitoring events including internal, outsourced, and regulatory audits.
Risk Assessment Templates
Develop institution wide risk assessments documenting the complete rating process (inherent, risk controls, and residual). Includes a follow-up process whereby you can schedule your next risk assessment and assign it to an employee.
You don’t have to start the risk assessment process from scratch each year - copy the previous year’s risk assessment and make edits.
Project Manager
Manage your next regulatory examination within RiskPilot.
Increased Functionality
What's New In Comply Pilot
ComplyPilot is now smarter, faster, and more complete than ever. Our newest release introduces major enhancements across every module, built specifically for how community banks actually work.
New Autopilots (Mini Compliance Apps)
- Reg E Timing
- Reg CC Hold Calculator
- Flood Insurance
- Mortgage Disclosure helpers
- Website content review
Risk-Based Ad Classification
Distinguishes low-risk community content from high-risk lending and deposit offers.
Advanced Image Intelligence
Scans graphics, logos, and embedded claims, including automatic FDIC logo verification.
Batch Review for Ads & Marketing Content
Upload dozens or hundreds of assets at once and receive a consolidated review package.
Policy Q&A (Beta)
Upload documents and ask real-time questions directly against your own policies, procedures, or manuals..
Human Assisted Review (Optional Add-On)
Access expert guidance for complex or high-risk marketing campaigns.
Role-based Navigation + Tracking Enchancements
Cleaner workflows, faster routing, and better audit history.
Case Study
Case Study: First Vision Bank – Transforming Compliance Efficiency with AI
First Vision Bank, a $478M community bank in Tennessee, adopted ComplyPilot after years of relying on manual research, costly advisory services, and slow policy development. Within five months, the bank answered 451 compliance questions, completed 286 marketing reviews, and evaluated 48 policies using ComplyPilot’s automated tools. The Chief Compliance Officer reported dramatic time savings—reducing research from 20–30 minutes per question to immediate responses—and praised the accuracy of SAR narrative support. With more than $45K in hard savings already realized, the bank now leverages ComplyPilot for operational decisions, exam preparation, policy drafting, and Reg CC/SAR guidance, positioning the institution at the forefront of AI-driven compliance.
Case Study
$250M Tennessee Bank – Improving Accuracy and Cutting Research Time
A $250M Tennessee community bank conducted a side-by-side comparison of ComplyPilot versus public AI tools before licensing. The evaluation showed ComplyPilot delivering more than 90% accurate, citation-based responses across complex regulatory topics, while public AI models produced fewer than 50% actionable answers. After implementation, the bank saved 345 hours of research time in six months, answered 808 compliance questions, and completed 54 detailed marketing reviews. Leadership highlighted ComplyPilot’s affordability, the value of its closed and secure model, and the ability to reduce policy drafting time from days to hours. The institution now uses ComplyPilot across regulatory change management, BSA/AML decisioning, policy automation, plain-language training, and exam readiness.
Why Choose ComplyPilot?
Instant Onboarding
Fully web-based solution, implemented in minutes.
Security and Trust
AI specifically trained and validated for banking compliance.
High ROI
Estimated 300% return on investment within the first year.
See ComplyPilot in Action
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What We Do
Regulatory Intelligence Model: The Engine Behind ComplyPilot
At the heart of ComplyPilot is the Regulatory Intelligence Model (RIM), a compliance engine that decodes and analyzes thousands of pages of regulations. RIM continuously scans for regulatory changes and delivers hyper-personalized insights tailored to your institution. By powering all ComplyPilot modules, RIM ensures seamless integration and actionable guidance. With RIM as your compliance ally, navigating complex regulatory landscapes becomes faster and more efficient.
Audit / Monitoring Checklists
Replace your old audit checklists with current / updated checklists which are integrated into the auditing process.
Organize Audits
Minimize time and maximize output for all audit / monitoring events including internal, outsourced, and regulatory audits.
Risk Assessment Templates
Develop institution wide risk assessments documenting the complete rating process (inherent, risk controls, and residual). Includes a follow-up process whereby you can schedule your next risk assessment and assign it to an employee.
You don’t have to start the risk assessment process from scratch each year - copy the previous year’s risk assessment and make edits.
Project Manager
Manage your next regulatory examination within RiskPilot.
What Our Clients Are Saying
"I am loving this!...The Social module is amazing."
Nashville Bank
Chief Compliance Officer
"ComplyPilot transforms how we interact with our advisory customers. Now we focus only on strategy."
Compliance Advisory Service, Nashville
Managing Director
YOU MAY NEED TO KNOW
Common Questions About ComplyPilot
Is AI compliance software secure and reliable?
Yes. ComplyPilot's AI is specifically trained on banking regulations, regularly validated by compliance experts, and continuously updated to ensure accuracy.
How difficult is implementation?
Implementation is simple and fast. ComplyPilot is web-based, requiring no software installation, allowing your team to start in minutes.
What if we already have compliance software?
ComplyPilot easily complements existing systems and can eventually replace them with enhanced functionality at a lower cost.