Performance Reviews

Software Tour

Ongoing Performance Reviews — Data Regulators Expect

Regulatory guidance expects financial institutions to monitor vendor performance on an ongoing basis, especially for critical third parties. Performance Reviews give you a structured, repeatable way to evaluate vendors against their SLAs, document trends over time, and convert low-scoring areas into remediation tasks — all with the documentation to back it up.

View Vendor Performance Trends Over Time

Spot strengths and weaknesses by tracking vendor scores across review periods.

Auto-Calculate Overall Performance Grade

Let the system generate a final score based on weighted sections—no manual math required.

Review Contract Service Terms

Compare actual vendor performance against agreed-upon SLAs and service expectations.

See Incidents Reported During Review Period

Easily access any reported issues or complaints tied to the review timeframe for a complete picture.

Add Remediation Items to Reviews

Turn low-scoring areas into remediation tasks to ensure continuous vendor improvement.

Unlimited Performance Review Templates

Create reusable templates tailored to different vendor types, services, or contract tiers.

Flexible Field Types for Any Metric

Use checkboxes, dropdowns, text boxes, and yes/no fields to capture performance data in the format you need.

Control Vendor Access in Guest Portal

Determine whether vendors can view, edit, or only acknowledge their performance reviews.



Demonstrate Active, Ongoing Vendor Oversight

Track performance against SLAs, surface trends, and document the ongoing monitoring your regulators expect — with data to support every renewal decision.

Schedule demo →