case study credit union outsourced compliance

Thank you for your interest in our case study!

This detailed case study dives into concerns two different credit unions have with outsourced compliance providers, and how we are reinventing the client-vendor compliance relationship.

Topics include:
Intimacy: A lack of deep understanding about individual credit union needs from their compliance vendor
Flexibility: Credit unions are not able to cherry pick what fits their needs, or receive “on-call” style compliance services
Clarity: Credit unions are often left confused with the answers they receive from their vendors

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