SummerGRC Platform

AI-Native Compliance Management

SummerGRC brings the same agentic intelligence that powers our CX, QA, and Complaints products to governance, risk, and compliance. Seven integrated systems. One platform.

System 01

Entity & Data Intelligence

Entity & Data Intelligence is the authoritative registry of every institution under compliance review — enriched continuously with structured data from uploads, external APIs, and agent outputs.

✓Eliminate cold-start delay
✓Keep agent context accurate
✓Scale portfolio operations
✓One source of truth
Features
System 02

Agent Builder

Agent Builder is the authoring environment for defining compliance reviews — which workflow steps they follow, what data agents need, and what regulatory knowledge they draw on.

✓From blank page to running program in hours
✓Compliance programs stay current
✓AI and process designed together
✓Institutional knowledge becomes reusable
Features
System 03

Agent Execution

Agent Execution is the runtime and governance layer for AI on the platform — managing how agents run asynchronously and providing the observability, audit trail, and cost controls compliance officers need.

✓AI that is auditable by design
✓Agents work while analysts sleep
✓Web research that leaves a paper trail
✓Control without complexity
Features
System 04

Project & Case Management

Project & Case Management is the collaboration layer where humans and agents work together to complete compliance reviews — cases, tickets, notes, approvals, and a complete audit trail.

✓Consistency at scale
✓A complete audit trail with no extra work
✓Human judgment where it matters
✓Launch a hundred cases as easily as one
Features
System 05

Document & Content System

The Document & Content System manages all documents on the platform — operational evidence files and GRC artifact documents — within a single unified system with shared viewer, versioning, and access control.

✓All compliance documents in one place
✓No separate documentation for AI research
✓Automated ingestion at scale
✓Examination ready, always
Features
System 06

GRC Tools

GRC Tools is the analytical workflow layer for building and evaluating a compliance management system from the ground up — applicability matrix, risk register, control inventory, policies, procedures, and testing program.

✓From blank page to examination-ready program
✓Programs that stay current
✓Regulatory grounding, not guesswork
✓The control inventory becomes the operating model
Features
System 07

Compliance Program Health & Reporting

Compliance Program Health & Reporting gives compliance leadership a real-time view of the state of the program as a whole — workload, velocity, risk concentration, remediation progress, and AI activity.

✓Leadership has a view that analysts don't
✓AI is transparent to the entire organization
✓Examination preparation is continuous, not a scramble
Features
Get Started

Ready to modernize your compliance program?

Book a demo to see SummerGRC in action. We'll walk you through the platform and show you how your team would use it.