Map the manual hours inside your most painful compliance workflow, identify what can be automated with tools you already have, and get a working Power Query template for your monthly alert summary.
You know that Monday report. Pull from the AML platform. Reformat in Excel. Cross-reference against the policy update from last quarter. Send to your manager by 9am. Same as last Monday. Same as next Monday.
The problem is not that you don't know how to do the work. The problem is that no one has ever taken the time to map whether these steps require your judgment at all - and you don't have the bandwidth to do that audit yourself. This kit does the audit. You do the work.
A structured step-by-step worksheet for your most time-consuming recurring compliance report. Real times, real tools, real bottlenecks. Most analysts find 3-6 automatable steps in the first workflow they map.
For each flagged step: eliminate it, automate it with tools already licensed (Excel Power Query, Power Automate, Actimize/Verafin/Fiserv scheduled exports), or template it to under 2 minutes. No new software. No IT project.
Fully commented M code for a monthly transaction monitoring alert summary - the most common manual report build in AML operations. Adapt column names to your export, hit Refresh All. Turns a 90-minute monthly build into under 5 minutes.
A one-page brief for taking your audit findings to whoever owns your headcount. Written to frame the time cost as a business problem - hours and annualized burden, not complaints. Attach your completed Part 1 worksheet and send.
Personal card · No employer approval · No sales call
If the Power Query template doesn't work with your Excel version or export format, email info@chromial.com and we will help you adapt it.
At regional banks, credit unions, or community banks managing manual alert summaries and regulatory reporting on recurring cycles
At insurance carriers or wealth management firms running manual monthly builds that could be systematized with tools already in their M365 license
Who understand the function and want to stop being the function - building automation skills before going independent or moving into advisory roles
In regulatory reporting or FinTech compliance ops who own recurring data pulls and want to quantify the time cost before taking findings to management
Not for compliance managers with direct reports who handle the builds. Not for analysts who already have automated pipelines. This is for the person still in Excel every Monday morning.
The Compliance Analyst Workflow Sprint covers your top three workflows in 5 business days - structured time audit, automation decision map, and working templates for each. $500 flat fee, invoiced directly. Reimbursable as a professional development or operations consulting expense.
Describe your workflow. Invoice within 48 hours.
The kit maps the hours, identifies what can be automated, and gives you the Power Query template and the manager brief to act on it.
Get the Kit - $97Questions? Email info@chromial.com