Finance

Operational resilience starts with execution visibility.

Banking, insurance, superannuation, and wealth management teams use D2R to capture how critical processes actually run - with governance and audit evidence built in.

The challenge

Regulatory scrutiny is increasing. Process evidence isn't keeping up.

CPS 230 demands demonstrable resilience

APRA requires organisations to maintain critical operations within defined tolerance levels. Yet many entities can't map real execution paths without disproportionate effort - because process complexity has been accumulating for years.

Audit evidence is manual and retrospective

Compliance teams spend 20-40% of their capacity preparing for audits - gathering evidence after the fact from emails, spreadsheets, and memory. The evidence is assembled, not captured. It's unreliable by design.

AI adoption pressure without execution baselines

Boards want AI progress. But without visibility into how processes actually execute, AI initiatives either stall in pilot or amplify existing inconsistencies. You can't automate what you haven't measured.

Processes financial services teams run in D2R

Client Onboarding & KYC
AML/CTF Compliance
Credit Assessment Review
Regulatory Change Response
Incident & Breach Management
Vendor Due Diligence
Board & Committee Reporting
Operational Resilience Testing
Annual Compliance Review
How D2R helps

Governance that generates itself. Intelligence that compounds.

Automatic audit evidence

Every completed run produces a formal Completion Certificate with a full Material Changes audit log. No retrospective evidence gathering.

  • Timestamped, attributed, and exportable for formal use
  • Stakeholder sign-offs recorded against process versions
  • Full version history with design change tracking

Live execution visibility

See how processes run in real time - not how they were designed to run. Step-level tracking with timestamps, ownership, and duration across every instance.

  • Diagram and table views of live execution
  • Multi-run view across teams and branches
  • SLA tracking with overdue flagging

Governed AI readiness

D2R builds the execution intelligence baseline that makes automation defensible. Understand where automation will genuinely reduce cycle time - then introduce it progressively.

  • Execution data identifies automation candidates
  • AI Process Builder creates processes from plain language
  • AI Insights add-on surfaces bottleneck patterns

Ready to see how your processes
actually run?

Designed to run. Built to prove it.