Policy AssistantPowered by SmarterFI

Ask about community-bank policies & procedures

Answers come only from the sample policy library, with quoted passages and citations you can open.

Core-aware: look up a synthetic customer or deposit account below, then ask, for example

Core lookup
Synthetic Jack Henry SilverLake sandbox (Laurel Ridge Sandbox Bank & Trust, fictional). Deposit accounts only. Read-only. Tax IDs are masked. No real customer data.

Audit log

Demo: stored in this browser only. In a pilot, records are kept as a permanent, tamper-evident log in the bank’s own environment.