Fintech Toolkit · Cadence Dashboard

Compliance Officer Operating System

A 13-module operating-cadence dashboard for fintech compliance leaders. Daily through annual rhythms with checklists; board-reporting deck template; live KPI dashboard; policy management matrix; training programme; incident response playbook; live budget calculator; year-1 onboarding plan for new hires. Single HTML. Runs offline. Owned forever.

"Compliance leadership without an operating cadence dies in firefighting. Every newly-promoted CCO rebuilds the same artefacts in the first 90 days: a daily routine, a weekly rhythm, a monthly committee deck, a board template, a policy register, a training programme, an incident playbook, a defensible budget. The OS is those artefacts, plus the cadences that make them stick."

What's inside

Daily Cadence

30-min morning routine + 15-min end-of-day log

Weekly Cadence

5-day rhythm · regulatory scan · standup · vendor brief · alert review · deep work

Monthly Cadence

5 standing deliverables with named owners

Quarterly Cadence

6 fixed deliverables · audience · lead times

Annual Cadence

5-quarter rhythm · Q4-prior planning through Q4 close

KPI Dashboard

Live JS · 8 KPIs · configurable thresholds · Green/Amber/Red

Board Deck Template

10 slides · "no surprises" rule · structure

Committee Charter

Purpose · membership · agenda · decision authority · retention

Policy Matrix

12-policy register · cohort-based review rotation

Training Programme

5 tracks · frequency · format · tracking discipline

Incident Playbook

3 incident classes · hour-by-hour runbooks

Budget Calculator

Live JS · staff + tools + advisors + training · % revenue · per customer

Year-1 Onboarding

Structured 30/60/90 plan + manager checklist

Built for

Newly-promoted CCOs / MLROs / BSA Officers at fintechs
Compliance leaders inheriting an undocumented function
Fractional CCOs deploying once, reusing across multiple fintech clients
Compliance Committee chairs needing structured agenda + reporting cadence
CFOs and Boards evaluating compliance-function maturity

Format + licence

Single HTML file. Open in Chrome, Edge, Safari, Firefox. Runs offline.
2 working JS calculators (KPI dashboard + compliance budget). Edit inputs in-browser.
Print-friendly. The board deck and policy matrix print well as committee handouts.
Single-organisation licence. Methodology output (your committee deck, your policy matrix, your budget model) is yours to keep, deploy, and distribute internally.
14-day satisfaction guarantee. Email for a refund if it doesn't work for you.

Owned forever · paid once

$497 USD

Buy now · $497

Stripe checkout. Single HTML file emailed within 1 business hour.

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