Bank compliance workspace with laptop, folders and bank model
Included only in Vault

Bluepen CRM

Your bank compliance practice, connected.

A dedicated workspace for Regulatory Compliance Consultants. Win bank clients, organize evidence, review work and account for every engagement hour. You own your data.

Included only in Vault

One product. Your Vault tier.

Bluepen CRM: Included only in Vault for Regulatory Compliance Consultants. Review Vault pricing and additional seat and bank-client options.

See PricingView Consultant Pricing

Try the sample dashboard

Click through the menu and tabs. Every screen uses isolated Sample data, not private client records.

Bluepen CRMSample data
S
Sample data · Illustrative clients and work. Changes stay in this demo.

Regulatory Compliance Consultant Workspace

Home

Nov 3, 2026

Deadlines This Week
2Next 7 Days
Overdue Tasks
1Action Required
Stalled Deals
114+ Days Without Activity
New Signals
2Official Sources

Needs Attention

Prairie Community Bank

Overdue

Prairie Community Bank

Today

Summit National Bank

Today

Summit National Bank

Nov 6, 2026

Summit National Bank

Nov 7, 2026

Riverbend Savings Bank

Nov 8, 2026

Summit National Bank

Nov 10, 2026

Riverbend Savings Bank

Stalled

Bank Health Watchlist

Job Progress

© 2026 Bluepen Compliance, a d/b/a of Riley Lennox Holdings LLC. All rights reserved.

Your Practice. Your Data.

Export your records when you need them. Roles and activity history keep responsibilities clear. Every screen above uses isolated Sample data, not private client records or customer claims.