Case Study: EdFinancial Services achieves real-time enterprise compliance visibility with SAI Global's Compliance 360

Compliance 360® GRC Software enterprise compliance management solution helps EdFinancial Services meet regulatory requirements

EdFinancial Services, a private nonprofit student loan originator and servicer with over $6 billion in assets under management, needed a centralized governance, risk and compliance system to manage policies, procedures, contracts, content and an evidence room. Facing the complexity of tracking the Higher Education Act, numerous state regulations and other federal laws, EdFinancial selected SAI Global’s Compliance 360® GRC Software to enhance existing processes and provide corporate‑wide compliance visibility.

SAI Global implemented Compliance 360 to centralize statutes and regulations and link them directly to EdFinancial’s policies, documents and business owners, using features like the Management Dashboard, Project and Policy Management, IT Governance Compliance (ISO 17799) and Content Acquisition for change control. The deployment delivered real‑time “evidence of compliance,” automated workflows and contract management, and on‑demand reporting—greatly improving compliance tracking and enterprise‑wide oversight.

EdFinancial Services

Gerele Wanda Hall

Vice President and Director of Compliance