7-day free trial included with every plan. No commitment required.
A
Anna AI
FCA Compliance Partner
“I've drafted your AML Policy — 4,200 words, 15 sections, cited to MLR 2017 & SYSC 6.3…”
MLR Reg 28 · SYSC 6.3.1R
Quality Score
9/10
✓
Policy Register
12 policies · FCA-ready
Task 4 of 10 — p.28
JM
✓
25+ Years FCA Expertise
Bank-Grade Encryption
SOC 2 Infrastructure
ISO 27001 Infrastructure
UK Based & Hosted
ICO Registered
Who this is for
Every regulated firm. Without exception.
Every firm the FCA authorises needs a library of policies — approved, governed, and evidenced. Most platforms give you templates and stop. Policy Studio takes a policy from blank page to board-signed, operationalised and FCA-registry-ready — without leaving the platform.
74
FCA Templates
10
Categories
5
Lifecycle Stages
15
Mandated Sections
3
Anna AI Actions
Setup · Import · Editor · Operationalise · Approval — one backbone, every policy, with page-referenced task extraction no other UK RegTech platform ships.
The Governance Problem
A policy that nobody acts on is paperwork, not compliance.
Every regulated firm owes the FCA a library of policies that live, get approved, get acted on and get evidenced. In practice: Word files on a shared drive with no approval record, commitments nobody tracks, and £1,500–£5,000 consultant invoices every time a regulation updates. That is an audit finding waiting to be written.
30 Policies. No Version Control.
AML, Consumer Duty, SM&CR, Data Protection, Operational Resilience — dozens of Word files on a shared drive, nobody sure which is the live version. The approval record? An email thread from 2023. The FCA asks for the register; you open a spreadsheet.
AML_Policy_FINAL_v7.docx
AML_Policy_FINAL_FINAL.docx
AML_use_this_one.docx
£5,000 Per Policy. Per Consultant.
Consultants charge £1,500–£5,000 per policy to draft, review and update — per policy, per year. A firm running AML, Consumer Duty, SM&CR, Data Protection and Op Res is spending £10k–£25k/year on work an AI can now draft in minutes.
AML Policy Draft£4,500
Consumer Duty Suite£8,200
Annual Review Round£6,800
Approved. Then Forgotten.
A policy commits your firm to do things — train staff, review customers, report incidents. But nobody converts those commitments into tracked tasks. The policy is approved; the operational work never happens. That's the gap the FCA looks for.
0tasks
Commitments tracked.
No Sign-Off. No Audit Trail.
Who approved the policy? When? What was the Board challenge? No approver name, no role, no date, no rationale captured against the document. When a skilled-person review asks "who signed this off and why", the answer is a missing email.
Approver — unknown
Approval date — unknown
Rationale — not recorded
If your policies currently live in Word files, consultant invoices, and missing approval threads — Policy Studio is for you.
The Policy Studio Edge
Three ideas that separate an operationalised policy from a PDF sat on a shared drive.
Most policy tools stop at "document approved." Policy Studio is built on three principles that carry a policy from blank page to live operation — page-referenced tasks, a 25-year FCA drafting prompt, and a proper SMF sign-off workflow.
Step 1
Draft
Anna-authored, FCA-cited, 4,000 words
Step 2
Operationalise
Every commitment → tracked task, page-cited
Step 3
Approve & Register
Named-SMF sign-off, regulator-ready PDF
One pipeline. Not three separate products. No other UK RegTech platform we’ve audited runs the full chain in one place — most stop at “document approved.”
Every commitment becomes a task.
The Operationalise stage reads the approved policy, identifies every actionable commitment, and suggests tasks with page references back to the source paragraph. Frequency (One-time / Daily / Weekly / Monthly / Quarterly / Annual) and category (Review / Training / Monitoring / Reporting / Governance) auto-tag each one. Accept, reject, or edit — accepted tasks flow into the Compliance Hub.
Page-referenced · Audit-defensible
A 4,000-word draft. 15 mandated sections.
Anna's policy-generation prompt is 900 words of hard-tuned expertise — 25-year FCA persona, 4,000-word minimum, 12–15 mandatory sections, British English, named roles, SYSC 6.3.1R / MLR reg 28 / PRIN 2.1 citation discipline, and dark-blue-headered tables. Outputs read like Big 4 work because the prompt is the moat — not the underlying LLM. On Rewrite, Anna proposes the chapter structure first — you review and edit the architecture before she writes a word of prose.
SYSC 6.3.1R · MLR 2017 · Architecture-first
Approver, role, date, rationale — captured.
Approval is a proper workflow, not a checkbox. Approver Name, Approver Role, Approval Date and Approval Rationale are all captured, with explicit Approve/Reject decisions and status chips (Draft / Pending / Live / Approved) flowing through. The output is a regulator-ready multi-page Policy Register PDF — cover page, stats tiles, schedule table, per-policy document-control summaries.
SM&CR-aligned · FCA-ready register PDF
The Solution
Draft. Review. Operationalise. Approve. Register.
A five-stage wizard carries every policy from blank page to FCA-ready artefact. Anna drafts 4,000-word policies citing MLR, SYSC, COBS, ICOBS and PRIN; quality-scores every draft out of /10; and — the feature no competing policy tool ships — operationalises every commitment the policy makes into a tracked task with a page reference back to the source document. 74 FCA-grade templates across 10 regulatory categories. Google Docs round-trip. Named-SMF approval workflow with audit trail. Regulator-ready Policy Register PDF on the other side.
74 FCA-grade templates across 10 colour-coded categories — AML, Consumer Duty (10), Data Protection (15), SM&CR, CASS, Financial Crime (10), plus a second 21-code subject-matter taxonomy. Drive-backed and extensible: upload your own via "Upload Your Own" in Setup and it surfaces in the picker like any vendor template.
Three distinct Anna actions at the top of every document: Add Sections (with 2-step coverage check to avoid duplication), Review Content (numeric score /10 with 3 actionable improvement suggestions) and Rewrite Document (chapter-list first, body prose after). Publication-grade 4,000-word drafts, regulation-cited, British English.
The signature feature: Anna reads the approved policy, extracts every actionable commitment and suggests tasks with a page reference back to the source paragraph, a frequency (One-time / Daily / Weekly / Monthly / Quarterly / Annual) and a category (Review / Training / Monitoring / Reporting / Governance / Other). Accept, reject or edit — accepted tasks flow straight into the Compliance Hub.
The Policy Register PDF
Drafted by Anna. Signed by the Board.
The multi-page register the FCA asks to see when they turn up — every live policy, every approver, every operationalised task, and a complete audit trail from author to 2LoD to SMF sign-off. One click from the documents list. No consultants, no spreadsheets.
Every policy. Every operationalised commitment.
The Register is not a cover sheet — it is the full audit-grade artefact: cover page, policy schedule, then per-policy Document Control, Operationalised Tasks, and Approval Information blocks. Drawn from the 74-template library across 10 categories, with every draft-to-live status chip, review-date and operationalised task surfaced in one PDF.
74
Anna-ready templates
10
Categories covered
5
Lifecycle stages
<3s
From click to PDF
1
Cover & Compliance Overview
SYSC 4.1
2
Policy Schedule & Status Chips
SYSC 6.1
3
Document Control Block
SYSC 4.1.3R
4
Consumer Duty Policy Suite
PRIN 2A
5
Financial Crime Policy Suite
MLR 19
6
Data Protection & Cyber
UK GDPR
7
Operationalised Task Register
SYSC 6.1.1R
8
Approval Information Block
SM&CR DR1
9
Author & Review Audit Log
2LoD
10
Policy Change History
SYSC 9
11
Next Review Schedule
Annual
12
SMF Attestation & Lock
SM&CR
Authored · 2LoD reviewed · Board approved
Named authors. Dated reviews. Logged decisions.
Every policy in the register carries the same evidenced chain: who drafted it, which 2LoD function challenged it, what Anna’s quality score was, what the approver decided, and when the record locked. The same structure the FCA’s skilled-person reviewers ask for.
Reviewer
Policy & challenge
Raised
Decision
Aarti Venkataraman
Head of 2LoD Compliance
Fair Value Assessment Policy — Anna scored 7/10, flagged truncated Section 1.2 and missing retention periods. Iterative Apply Feedback applied three improvements.
AML Policy rewrite — Anna generated 27-page draft from live BWRA + PEP register. Operationalise stage surfaced 14 tracked commitments.
Feb 26, 2026
Live
Benedict Harrington-Shaw
Chair · Risk & Audit
Conflicts of Interest Policy — rejected v2 citing absence of SYSC 10.1.6R staff attestation procedure. Bounced back to Editor with rationale logged.
Feb 14, 2026
Rejected
Three named attestors. One policy lifecycle.
Policy Studio enforces what most firms skip: a proper sign-off workflow. The policy owner in the 1LoD drafts; the senior compliance officer in the 2LoD challenges; the CEO under SM&CR attests. Rejections capture name, role, date and rationale — the document is bounced back to Editor, not quietly deleted.
Policy Owner · 1LoD
Shola Ademola
Head of Customer Operations
Drafted Mar 22, 2026
SMF2 · Chief Compliance
Aarti Venkataraman
Chief Compliance Officer
Reviewed Mar 25, 2026
SMF1 · Chief Executive
Ethan Whitfield
Chief Executive Officer
Approved Mar 29, 2026
Register locked · Mar 29, 2026 · 15:52 GMTRead-only. Drive-backed, JotForm-persisted, Document-Library cross-posted. Reproducible across the full SYSC record-retention horizon.
What's Included
The whole policy chain — end to end.
74 expert-authored FCA templates across 10 regulatory categories · Anna drafting 4,000-word policies with /10 quality scoring · Google Docs round-trip with full revision history · the Operationalise stage no competitor offers (every commitment to a page-referenced tracked task) · named-SMF approval workflow · regulator-ready multi-page Policy Register PDF. Replaces the £10,000–£25,000/year consultant-retainer model that delivers Word drafts with no operational follow-through.
Flagship
Five stages. One backbone. Every policy.
Setup — Import — Editor — Operationalise — Approval. Every document follows the same wizard with a live completion ring. The wizard remembers where you are. Nothing gets lost.
Five-Stage Wizard
40% complete
✓ 1. Setup — template, firm, owner, review date
✓ 2. Import — 8 pre-flight checks, green-ticked
✓ 3. Editor — Anna drafts, reviews, rewrites
✓ 4. Operationalise — commitments to tasks
✓ 5. Approval — SMF sign-off, audit trail
Status chips: Draft · Pending · Live · Approved
A
"I drafted your AML Policy in 2 minutes — 4,200 words, 15 sections, MLR-cited. Ready for your review."
74
FCA-grade templates
10
Regulatory categories
£1.5–5k
Per policy, consultant rate
The moat no competitor ships: page-referenced task extraction. Anna reads the approved policy, identifies every commitment, and proposes each as a tracked task with a citation back to the source page. Nobody in the UK GRC market does this — not the enterprise platforms, not the SOC2 tools, not the consultancies.
✓ Anna quality-scores every draft out of /10 with structured feedback
✓ Google Docs round-trip — live collaborative edit, revision history
✓ Named SMF approval workflow with audit trail on every decision
✓ Regulator-ready multi-page Policy Register PDF on the other side
Stages
2 of 5 complete
Live wizard · auto-save
Template Library
74 FCA-grade templates. Plus yours.
Ten colour-coded categories shipped — and the Upload Your Own button in Setup means your existing policies sit alongside them as first-class citizens. Same Google Docs collaboration, same Anna Review, same Operationalise flow, same Approval workflow. Your documents get the full system — not a second-class upload bin.
Category Breakdown
74 total
74
Templates
General19
Data Protection15
Consumer Duty10
Financial Crime10
+ 6 more20
Upload your own
Anna Editor Actions
Three distinct AI actions. One-click each.
Anna doesn’t just give you a template. She plans, drafts, reviews and rewrites — as three separate, auditable calls you trigger from the top of the editor. Separately in Setup she proposes 5–8 key elements before drafting (“help me plan”); in the Editor she detects coverage gaps after drafting (“help me fix”). Two different questions. Two different Anna calls.
Top-of-editor controls
Auditable
Add SectionsCoverage check
Review ContentScore /10
Rewrite DocumentTOC first
A
"Your Fair Value Policy scored 7/10. I'll add record retention, assessment timelines and a SYSC audit reference — one click."
300 credits · generate500 · rewrite0 · review
3 calls · logged
Policy Lifecycle
Live progress. Every stage. Every policy.
The completion ring updates as each stage locks. Documents can be picked up mid-flight by any authorised user — the wizard remembers exactly where you stopped.
Stage Completion
60% · 3 of 5
Setup
✓
Import
✓
Editor
✓
Operationalise
68%
Approval
—
Auto-resume
Signature Feature · Operationalise
Every commitment — a tracked task. With a page reference.
Anna reads the approved policy, extracts every must/shall/will/required-to clause, and suggests a task — with frequency, category, and the exact page of the source document. Accept, reject or edit. Accepted tasks flow straight into the Compliance Hub.
Clause-to-Task Extraction
5 suggestions
Task
Frequency
Category
Page
✅
Monitor framework and KPIs
Monthly
Monitoring
p.28
✅
Conduct periodic reassessment triggers
Quarterly
Review
p.28
✅
Follow governance escalation procedures
One-time
Governance
p.29
📋
Validate data quality procedures
Monthly
Monitoring
p.18
⊘
Develop staff training competency
Annual
Training
p.32
Accepted
4 to Compliance Hub
Anna Review
Numeric score. Specific fixes. One click.
Anna scores every document 1–10 across completeness, regulatory accuracy, practical guidance, clarity and structure. If below 9, exactly three actionable suggestions. Apply Feedback appends each fix as a 300+ word section. Reviewing and gap-analysing are free — only writes cost credits. The quality ratchet is built into the writing process.
Fair Value Policy
Score /10
9/10
Comprehensive. Strong SYSC coverage. Minor fix: add record retention timelines.
Scored across 5 axes — completeness, accuracy, practicality, clarity, structure. Cited to SYSC 6.3.1R and PRIN 2A.9.
Apply feedback
Approval Workflow
A proper workflow. Not a checkbox.
Approver name, role, date, written rationale, Approve/Reject decision. Captured against the document. Survives re-approval. Exactly what a skilled-person review asks for.
Sign-off Record
Audit-ready
John Smith (CEO/SMF1)Approved
10 Apr 2026Live
Rationale capturedWritten
"Approver, role, date, written rationale" — exactly what a s.166 skilled-person review requests.
SMF1 signed
Policy Register PDF
Regulator-ready. Multi-page. One click.
Cover · stats tiles · schedule table · document control · operationalised tasks · approval record — per policy. CONFIDENTIAL footer on every page. Answers the FCA’s three questions in one export: do you have policies? Are they approved? What tasks discharge the commitments? This is what you hand to the FCA.
Every document opens in authentic Google Docs for collaborative editing. Sync Changes is a two-sided flush: the human preview refreshes and Anna's text cache invalidates, so her next Review never runs against stale content.
Editor Actions
Cache-aware
Edit in Google DocsSync ChangesSave as New TemplatePreview iframe
Anna reading, reviewing and gap-analysing your document is free (creditCost: 0). Credits only consumed when she writes: generation 300, rewrite 500, per-suggestion refinement 50, control mapping 100.
Credit Ledger
Per call
500
Rewrite
300
Generate
0
Review
Per-suggestion refinement50
Control mapping100
Only on writes
Subject Taxonomy
21 regulatory codes. Every policy tagged.
Beyond the 10-category template library, every policy carries a standardised subject code used for downstream filtering and reporting. The classification the whole platform reasons about.
Subject Codes
21 total
AMLGDPRConsumer DutySM&CRCASSOp ResVulnerableMarket AbuseWhistleblowing+12 more
One taxonomy, every module: the same code surfaces on MI Dashboard, CMP, the Compliance Hub register and Horizon Scanning filters — so “show me everything AML” returns a single view.
Cross-module filter
Three-Tier Save
Approved here. Visible in Document Library. No upload.
Every save writes to three surfaces at once: Google Drive (source of truth), a JotForm metadata record, and the Document Library under category Compliance Policies. A policy you approve here appears in your firm's library automatically.
Save Pipeline
3 surfaces
Google DriveSaved
Metadata (JotForm)Synced
Document LibraryCross-posted
Evidenced source-of-truth for SYSC 3.2 record-keeping obligations.
Category: Compliance Policies
Reject Flow
Not a destructive delete. A bounced workflow.
Reject captures approver name, role, date and rationale. Document returns to Stage 4 (Editor) with full history. An author revising the draft has explicit written feedback — and an audit trail survives for any skilled-person review.
Bounce-back
→ Editor
Rationale
100%
History
Intact
"Why did the Board refuse to sign this off?" — captured for any skilled-person review.
Audit survives
Anna Speed
2–5 seconds. Down from 60–90.
The Feb 2025 release cut Anna's response time by ~95% via a new fast /get-document-text endpoint. Evidence of an actively-tuned platform, not a stale one.
Response Time
Release 2025-02-05-B
2–5s
Now
60–90s
Before
Reduction
95%
Actively tuned
Setup Stage
"Approval not required" toggle.
A quietly smart detail: policies need SMF sign-off; manuals and forms often don't. The toggle handles the genuine distinction, not force-marches every document down the same pipeline.
A competitor copying the UI wouldn't match the output. A competitor copying the prompt wouldn't match the expertise encoded in it. That's the real moat — not the model, the prompt engineering.
She drafts the policy. She reviews it. She rewrites it on demand.
Anna is the platform's 25-year FCA compliance assistant — trained on SYSC, MLR 2017, PRIN, COBS, ICOBS, CASS, SM&CR, GDPR, PROD and the Consumer Duty. She drafts a 4,000-word policy in minutes, scores it /10, applies her own fixes, and answers any policy-related regulatory question your team asks — with rule-level citations.
Hi, I'm Anna!
25+ YEARS FCA EXPERTISE · PROMPT-ENCODED
Your policy draftsperson, reviewer and regulatory answer-desk, in one.
Anna does four things for Policy Studio. She drafts a 4,000-word policy with 12–15 mandatory sections from a single brief. She reviews any policy — scoring it 1–10 with exactly three specific actionable fixes. She rewrites a policy from scratch or as an improvement of the existing draft, proposing a chapter list first. And she answers any policy-related regulatory question your team asks, cited to rule and paragraph.
Drafts 4,000-word policies in 2–5 seconds (down from 60–90 pre-Feb 2025)
Numeric quality score /10 across 5 axes, with 3 specific actionable fixes
Cites SYSC, MLR 2017, PRIN 2A, COBS, ICOBS, CASS, SM&CR, GDPR at rule level
Never approves on your behalf — human sign-off at the output
Your policy drafting & review desk
Ask Anna anything about your policies. Get a cited answer.
“Draft me an Anti-Bribery policy, 20 pages.” “What does MLR 2017 Reg 28 require in an EDD section?” “Review this Whistleblowing Policy and score it.” Anna answers from the handbook and drafts/reviews/rewrites your document live — cited, British English, FCA-grade prose.
Anna takes the drafting work off your consultant's invoice. For £300 a month.
A firm currently paying £10k–£25k/year for policy drafting and review can reserve consultant time for edge-case judgement — Anna handles the production work across AML, Consumer Duty, SM&CR, Data Protection and Op Res. See her draft a live policy in a demo.
From MLROs to consultants — how firms are replacing Word files on shared drives with live, operationalised policies.
5.0
We had 28 policies across AML, Consumer Duty, SM&CR and Op Res — all Word files, no approval record, commitments nobody was tracking. Policy Studio re-drafted the lot in a fortnight. Anna's quality scores gave our board something tangible to sign off against. But the killer feature is Operationalise — every policy now has a live task list with page references. Auditors love it.
James HartleyMLRO (SMF17) — Wealth Management Firm
4.7
I run compliance consultancy for 14 firms. We used to charge £1,500–£5,000 per policy for drafting and annual updates — a genuinely large chunk of my P&L, but tedious production work. Policy Studio has unbundled that. My clients get better drafts in minutes; my team focuses on edge-case judgement. Honestly? It's made my service offering stronger, not weaker. The Register PDF we hand to each firm's board is the cleanest thing I've produced in 20 years.
Li ZhangDirector — Compliance Consultancy
FAQs
Policy Studio — Questions Answered
Everything you need to know about Anna's drafting, the five-stage lifecycle, the 74 templates, and how the module integrates with the rest of RegTechPRO.
Does Anna really draft a full 4,000-word policy in minutes?
Yes. The Rewrite Document flow runs a 900-word hand-tuned prompt with a 25-year FCA persona, a 4,000-word minimum mandate, and a spine of 12–15 mandatory sections (Introduction, Scope, Regulatory Framework, Definitions, Core Requirements, 5 procedural sections, Roles & Responsibilities, Training, Record Keeping, Governance/Monitoring, Policy Review). You give Anna a brief; she proposes a chapter list first for you to review; then generates flowing prose (not bullets), British English, with specific FCA citations (SYSC 6.3.1R, MLR Reg 28, PRIN 2.1). Response time: 2–5 seconds per block, down from 60–90 in the Feb 2025 release.
What does Review Content actually produce?
A numeric score 1–10 across five axes (completeness, regulatory accuracy, practical guidance, clarity, structure); a narrative summary of what's strong and what's weak; and if score ≤8, exactly three specific actionable suggestions (never vague — e.g. “Add record retention requirements per MLR Reg 40”, not “Improve content”). Click Apply Feedback and Anna iterates through each suggestion independently, appending a 300+ word improvement section per fix. Credits charged: 50 per document total, ~17 per suggestion.
Does Add Sections duplicate content already in the document?
No — this is a deliberately smart 2-step flow. Anna first runs a coverage check over the first 6,000 chars, classifying each suggested topic as found or missing. She then generates new sections only for missing topics, and marks the rest as Already Found. The toast confirms the split: “5 added, 3 already in document”. Duplicate avoidance is a subtle but important feature — it means you can re-run Add Sections on an already-refined document without bloating it.
Can Anna rewrite an existing policy, or only generate from scratch?
Both. The Rewrite Document modal gives you two radio options: Use existing document as template (default) or Rebuild from scratch. Either way, Anna proposes a chapter list first so you can edit the structural spine before she commits tokens to long-form prose. Smart UX for AI governance — you approve the shape before the content.
What do the 74 templates actually cover?
Ten FCA-grade categories: Client Money (3, incl. CASS 10 Resolution Packs); Consumer Credit (2); Consumer Duty (10); Data Protection (15), incl. Breach Procedures, DPO Responsibilities, SAR Manual; Financial Crime (10), incl. AML, Anti-Bribery, Sanctions, Market Abuse; General (19), incl. Compliance Monitoring Plan, Outsourcing, Whistleblowing; HR (8); Handbook Guide (1, ICOBS); Investments (3, incl. ICARA); SM&CR (3). Each template is Anna-generated at FCA-grade depth — Customer Outcome Monitoring Policy alone is 30+ pages structured across 7 chapters with full PRIN 2A citation.
Can I upload our existing policies instead of using a template?
Yes — via the Upload Your Own button in Setup. Uploads accept .doc and .docx, up to 10MB, with bulk upload supported. The uploaded file lands in Google Drive and surfaces in the template picker alongside the 74 vendor templates. Crucially, uploads are first-class citizens: the same Google Docs round-trip, the same three Anna actions (Add Sections, Review Content, Rewrite Document), the same Operationalise-to-tasks flow, the same Approval workflow. Once a document is in the system, its origin stops mattering.
Does it work with Google Docs, or is the editor platform-native?
Every document opens in authentic Google Docs. Filename convention: [Title]_[Platform]_[user.email]_YYYY-MM-DD. You edit collaboratively in Google Docs; Sync Changes is a two-sided flush — the human preview iframe refreshes and Anna's text cache invalidates, so her next Review or Rewrite never runs against stale content. The in-platform preview is /preview mode (read-only) by design; the canonical edit path is always the GDocs tab. This is Google-Workspace-native, not bolted-to.
How does Policy Studio integrate with the rest of RegTechPRO?
Three live cross-module flows: (1) every approved policy auto-appears in the Document Library under category Compliance Policies — no separate upload. (2) Operationalised tasks flow straight into the Compliance Hub task manager with page references preserved. (3) Every policy is tagged with one of 21 subject-matter codes (AML, GDPR, SM&CR, CASS, etc.) used for downstream filtering across the platform. One platform, one set of data.
Can I save a refined document as a firm template?
Yes — the Save as New Template button at the foot of the Editor lets you add your refined document to your firm's template library for reuse. The library isn't read-only. Every firm that uses Policy Studio effectively builds its own second library alongside the 74 vendor templates — at no extra cost.
How much does Policy Studio cost?
£300/month as an optional add-on to any RegTechPRO subscription — £3,600/year. Cancel any time. For context: consultants typically charge £1,500–£5,000 per policy for drafting and annual updates. A firm running AML, Consumer Duty, SM&CR, Data Protection and Op Res is easily spending £10k–£25k/year on drafting work Policy Studio produces in minutes. See regtechpro.co.uk/pricing for the full modular calculator.
How do AI credits work?
Deliberately transparent. Read-and-advise actions (Review Content, Add Sections coverage check, Operationalise task extraction) are free — creditCost: 0. Credits are only consumed by the actions that actually write: Policy Generation 300, Rewrite Document 500, Section Refinement 50 (split across suggestions), Control Mapping 100. The commercial frame: you only spend when Anna produces. Reading your own document doesn't cost anything.
How long does setup take?
Under a day for a small firm. The module ships pre-seeded with all 74 templates, the 10 category taxonomy, the 21-code subject-matter set, the 5-stage wizard, the Operationalise task schema (6 frequencies × 6 categories), and the Approval workflow. You pick your firm's first policy, run Anna, review, sign, export. No migration project, no consultant needed to “design the framework”.
I'm a compliance consultant — can I run this across my client book?
Yes — it's one of the module's strongest use cases. Workflow gating filters every template and policy to the current user's assigned workflows, so a consultant running 14 firms never sees another firm's policies in their picker. Template uploads are prefixed by workflow ID (WF-NBXAZE: AML Policy.docx) to prevent cross-tenant pollution. You run the production line; each client retains accountability through their own Approval workflow.
What happens in the Approval workflow?
It's a proper workflow, not a checkbox. Approver name, approver role, approval date, approval rationale/comments and an explicit Approve/Reject decision are all captured against the document. Once approved, the document status flips from Draft (amber) to Live (green); the completion ring shows 100% — 5 of 5. The approval record becomes permanent and flows into the Policy Register PDF. Policies that shouldn't need formal sign-off (manuals, forms) can use the Approval not required toggle in Setup to skip this stage.
What happens if the approver rejects a policy?
Reject is a proper workflow move, not a destructive delete. A confirmation dialog captures rejectedBy, rejectedByRole, rejectionDate and rejectionComments. The document's status flips to Rejected (red), the stage bounces back to Editor (Stage 4) for revision, and the full history is preserved. The author now has explicit written feedback to act on, and any later skilled-person review asking “why did the Board refuse to sign this off?” gets a complete audit trail.
What's in the Policy Register PDF?
A multi-page (5+ page) regulator-ready deliverable with: a cover page (firm name, FRN, three stat tiles — Total Policies, Live, Draft); a Policy Schedule (every policy with Owner, Status, Last Updated, Next Review); and one structured section per policy with Document Control (10 fields), Operationalised Tasks table (# / Task / Frequency / Category / Status) and Approval Information. Every page carries the RegTechPRO wordmark, firm breadcrumb, date, page number and CONFIDENTIAL pill. This is what you hand to the FCA — not an export afterthought, the whole point.
How does the Operationalise stage actually work?
Anna reads the approved policy and extracts every actionable commitment — must / shall / will / required to / responsible for clauses — producing a Suggested Tasks table (typically around 10 per policy). Each task has a page reference back to the source paragraph (sourcePageIndex), a frequency (One-time, Daily, Weekly, Monthly, Quarterly or Annual) and a category (Review, Training, Monitoring, Reporting, Governance or Other). You then accept (Task Created), reject (Task Not Required) or leave pending (Task Not Created) each suggestion. Accepted tasks flow into the Compliance Hub. Page references make every task defensible.
Your compliance policies. Drafted. Operationalised. Approved.
The end-to-end policy operating system — 74 FCA-grade templates, Anna-drafted 4,000-word policies in minutes, every commitment tracked as a task with a page reference, full SMF approval workflow, regulator-ready Policy Register PDF. £300/month · Draft. Operationalise. Approve.
