# BAI Policy Manager Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about BAI Policy Manager Software - reviews, pricing plans, popular comparisons to other Policy Management products and more.

Source: https://www.capterra.com/p/10003806/BAI-Policy-Manager

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# 

 BAI Policy Manager Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

BAI Policy Manager

## What is BAI Policy Manager?

An end-to-end policy solution that helps financial services organizations make informed decisions when creating, updating, communicating, and tracking their organizational policies and procedures.

## What is BAI Policy Manager used for?

[Policy Management](https://www.capterra.com/policy-management-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Our "Best of" badge program showcases products with the highest ratings...

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Do you work for BAI Policy Manager?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.bai.org&name=BAI Policy Manager)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### BAI Policy Manager

3.0 (1)

VS.

[5.0 (46)](https://www.capterra.com/p/184908/DocTract/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.9 (517)

Value For Money

0.0 (0)

Value For Money

4.9 (457)

Customer Service

0.0 (0)

Customer Service

5.0 (486)

## BAI Policy Manager alternatives

[4.6 (267)](https://www.capterra.com/p/175092/JumpCloud-DaaS/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[PowerDMS](https://www.capterra.com/p/121513/PowerDMS/)

[4.7 (517)](https://www.capterra.com/p/121513/PowerDMS/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/121513/PowerDMS/)

[Scrut Automation](https://www.capterra.com/p/10012083/Scrut/)

[4.9 (139)](https://www.capterra.com/p/10012083/Scrut/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10012083/Scrut/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Assessment Management

Creation, administration, and evaluation of assessments or tests

BAI Policy Manager 28 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Creation, administration, and evaluation of assessments or tests

Collect, track and store acknowledgements that policies have been read and understood

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Configure existing workflows to meet your organization's needs

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Create new policies or alter existing policies

A repository of all past and existing policies

Group policies by type for easy classification and discovery

Train and educate employees on existing and/or new procedures and policies

Notifications that are delivered to users as soon as an event occurs

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Allow users to access multiple services after entering their login credentials once

Create, save, and re-purpose templates for emails, forms, etc.

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

## User reviews

Overall rating

3.0

Based on 1 reviews

Filter by rating

5(0)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ME

Marco E.

Trainer

Banking

### "Great System"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

July 29, 2024

Pros

BAI was easy to use and it had the features required to complete the task.

Cons

I would like a knowledge question search to simplify the system.

Switched from

[360Learning](https://www.capterra.com/p/230567/360Learning/)

[Engageware](https://www.capterra.com/p/45552/Engageware/)

[Powtoon](https://www.capterra.com/p/140321/PowToon/)

[Canva](https://www.capterra.com/p/168956/Canva/)

[Animoto](https://www.capterra.com/p/158773/Animoto/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

## Top-rated software of 2026

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)