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Fast-track regulatory compliance with AI-powered solutions

Our panel of experts from 4CRisk.ai and Protecht North America discuss and demonstrate best practices in combining regulatory change management and compliance management using 4CRisk.ai’s AI-powered compliance products together with Protecht ERM.

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Banks, credit unions, and regulated financial institutions are often in a state of hurry-up-and-wait in our changing regulatory environment. Compliance professionals are constantly scanning the business horizon for regulatory change.

These financial organizations need to be able to understand the requirements and implications of regulatory changes from a variety of acronym oversight bodies, depending on where they operate. At the federal level, there’s the Federal Reserve, the OCC,  FDIC, CFPB, SEC, FINRA and more in the US; the CDIC and OSFI in Canada, and then there are state and regional regulations to follow.

Learn how to take advantage of compliance-centric automation and AI-enhanced technology to streamline your compliance and stay ahead of evolving regulatory requirements in this comprehensive webinar.

We discuss and demonstrate best practices in combining regulatory change management and compliance management using 4CRisk.ai’s AI-powered compliance products together with Protecht ERM.

Susan Palm
Chief Revenue Officer, 4CRisk.ai

Susan is the epitome of a customer advocate, and she has the first-hand experience to understand the needs of the customer and translate those requirements into innovation solutions. As an executive and advisor at several Fortune 100 companies and B2B SaaS startups, she has 30+ years leading teams focused on Compliance, Regulatory Affairs, InfoSec, Risk Management, Sales, and Customer Success. She has successfully defended Compliance programs to the OCC, Federal Reserve and FDIC, and leveraged this experience to help shape GRC products. Ms. Palm led both sales and customer success teams, earning recognition for exceeding goals and retaining customers. Susan also serves as an Executive Advisor for PeopleShores and Data Safeguard. She received her B.A. in Economics from Lawrence University, and graduated from Stanford University’s Graduate School of Business’ Executive Management Program.

Susan Palm
,
Chief Revenue Officer, 4CRisk.ai

Susan is the epitome of a customer advocate, and she has the first-hand experience to understand the needs of the customer and translate those requirements into innovation solutions. As an executive and advisor at several Fortune 100 companies and B2B SaaS startups, she has 30+ years leading teams focused on Compliance, Regulatory Affairs, InfoSec, Risk Management, Sales, and Customer Success. She has successfully defended Compliance programs to the OCC, Federal Reserve and FDIC, and leveraged this experience to help shape GRC products. Ms. Palm led both sales and customer success teams, earning recognition for exceeding goals and retaining customers. Susan also serves as an Executive Advisor for PeopleShores and Data Safeguard. She received her B.A. in Economics from Lawrence University, and graduated from Stanford University’s Graduate School of Business’ Executive Management Program.

Moderator :
Supra Appikonda
Co-Founder and COO, 4CRisk.ai

Supra is a business leader with over two decades of proven track record in leading large-scale software implementations, service excellence and strategic partner alliance. Supra has worked extensively with the world’s best Professional Services and Consulting brands to deliver high-value solutions leveraging data and analytics to the fortune 500 clients.

Supra Appikonda
,
Co-Founder and COO, 4CRisk.ai

Supra is a business leader with over two decades of proven track record in leading large-scale software implementations, service excellence and strategic partner alliance. Supra has worked extensively with the world’s best Professional Services and Consulting brands to deliver high-value solutions leveraging data and analytics to the fortune 500 clients.

Jared Siddle
Director of Risk, North America, Protecht

Jared Siddle is a Qualified Risk Director who has been Head of Risk Management at three different companies, including two of the world's largest asset managers. He has proven success in banking, fund management and other financial service companies across over 26 countries. Jared is passionate about Governance, Risk, Compliance & Sustainability. He is an expert at designing, developing and executing customized enterprise-wide risk frameworks

Jared Siddle
,
Director of Risk, North America, Protecht

Jared Siddle is a Qualified Risk Director who has been Head of Risk Management at three different companies, including two of the world's largest asset managers. He has proven success in banking, fund management and other financial service companies across over 26 countries. Jared is passionate about Governance, Risk, Compliance & Sustainability. He is an expert at designing, developing and executing customized enterprise-wide risk frameworks

Terence Lee
Vice President, North America, Protecht

Terence Lee is Protecht's Vice President, North America. Terry joined Protecht in 2022 to facilitate our growth in North America, bringing extensive experience in governance, risk, compliance, and incident management. Terry has led sales, product, and marketing teams at risk and compliance software vendors, and is a recognized expert in ERM, vendor risk, business continuity, regulatory change management, and resilience.

Terence Lee
,
Vice President, North America, Protecht

Terence Lee is Protecht's Vice President, North America. Terry joined Protecht in 2022 to facilitate our growth in North America, bringing extensive experience in governance, risk, compliance, and incident management. Terry has led sales, product, and marketing teams at risk and compliance software vendors, and is a recognized expert in ERM, vendor risk, business continuity, regulatory change management, and resilience.

Jessica Bilotta
Senior Sales Engineer, Protecht

Jessica Bilotta, a former civil defense attorney, brings over 15 years of diverse software solution experience to Protecht. Her expertise spans legal matter management, Business Continuity Management (BCM), Disaster Recovery (DR), and financial management. Since joining Protecht in 2022, she has been instrumental in delivering Protecht's solutions in the realm of risk management.

Jessica Bilotta
,
Senior Sales Engineer, Protecht

Jessica Bilotta, a former civil defense attorney, brings over 15 years of diverse software solution experience to Protecht. Her expertise spans legal matter management, Business Continuity Management (BCM), Disaster Recovery (DR), and financial management. Since joining Protecht in 2022, she has been instrumental in delivering Protecht's solutions in the realm of risk management.

Susan Palm

4CRisk.ai

Chief Revenue Officer

Supra Appikonda

4CRisk.ai

Co-Founder and COO

Jared Siddle

Protecht

Director of Risk, North America

Terence Lee

Protecht

Vice President, North America

Jessica Bilotta

Protecht

Senior Sales Engineer

What you'll learn:

Discover actionable strategies to navigate regulatory complexities and improve your risk andcompliance management capabilities.

  • Regulatory challenges: Insights into the changing landscape of US, Canada and state-level banking regulations and how they might affect your institution.
  • Real-world solutions: See how Protecht ERM in conjunction with 4CRisk.ai’s AI-powered compliance products can help streamline compliance processes, alerting you to regulatory changes, enabling you to monitor your risk and compliance status in real-time and map compliance policies with internal policies and controls, and simplifying reporting to your key internal and external stakeholders.

About 4CRisk.ai and Protecht:

  • 4CRisk is a leading AI company that specializes in accelerating compliance by identifying the impact of regulatory requirements and standards on business environments.
  • Protecht is a high-growth risk and compliance management software company that’s rapidly winning clients with our easy-to-use and effective SaaS Protecht ERM solution.

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