Reporting & Analytics

Crosswise helps make sure you're always audit ready.

Elevate your control testing from reactive compliance to proactive risk management. Crosswise transforms manual, time-intensive testing processes into intelligent, scalable workflows that deliver deeper insights with less effort.

Analyze Data Like a Pro

Import, analyze, and visualize risk & compliance data in no time.

Instead of spending hours exporting data and writing formulas in Excel, spend 30 seconds asking Crosswise. "Can you grab the latest complaints file and analyze it using the Complaints Workflow?"

Draft Professional Reports

Define a report template once, then use Crosswise to analyze the next month's data and draft the report.

From Raw Data to Interactive Visualizations

Crosswise's AI tools make you the master of your data.

SQL Querying

Custom alerts filtered to your institution's specific regulatory profile, delivered how and when you need them.

Trend Detection

Custom alerts filtered to your institution's specific regulatory profile, delivered how and when you need them.

Interactive Charts

Custom alerts filtered to your institution's specific regulatory profile, delivered how and when you need them.

Crosswise In Action

Run the Marketing Review Playbook.
I can run the Marketing Review Playbook. First, I’ll need you to provide the content to review.
I've attached 15 audio files from our call center from last month. Please review them for any issues.
Let me make a plan. First, I'll transcribe the audio file you provided, then I'll compare it to the latest versions of your call center scripts and Call Monitoring QC Guide to find potential issues.
I've evaluated the calls, and found several issues that I've documented in the linked artifact.
Can you create a workflow for me? I want to give you a spreadsheet containing complaints. I want you to evaluate each complaint using our latest Complaint Management Procedures, then put the results of the evaluation in a format like the spreadsheet I’ve attached here.
Great. I’ve created a new workflow: Complaints Monitoring. This workflow takes a spreadsheet of complaints, and evaluates them using your Complaint Management Procedures (which includes criteria such as Complaint Category and a rubric for determining regulatory red flags, for example), then finally outputs a spreadsheet containing the results of the evaluation. Would you like to give me a spreadsheet to test the workflow?

Step Into the Future of Risk & Compliance