CUES Compliance Solutions Provided by Wolters Kluwer Financial Services

For a limited time, Wolters Kluwer Financial Services is providing credit unions that come to CUES for their services, two new offerings:

• Compliance Review Service: Looking for a review of your policies and procedures? Receive a thorough, independent evaluation of your program that includes detailed findings and recommendations to close gaps that will boost your confidence. An experienced consultant will work with you to determine the appropriate scope of the review based on your unique needs and risk profile.
• Block of Consulting Hours: We all know random questions or concerns come up unexpectedly regarding how specific regulatory updates impact your credit union, and/or how to implement updates. This offering is a win-win solution. You can augment your compliance staff with the provision of a block of hours (minimum of 20) that allows you to communicate directly with an assigned compliance consultant dedicated to helping you address your regulatory compliance questions.

Fill out the online interest form below, and a representative from Wolters Kluwer Financial Services will contact you with pricing and additional information.

Turn your compliance hassles over to the professionals.

Wolters Kluwer Financial Services is known for offering best-in-class general compliance, content, and lending compliance solutions. They also offer services to improve efficiency and increase effectiveness.

CUES Compliance Solutions Provided by Wolters Kluwer Financial Services will supply you with a comprehensive review of your current lending and general compliance programs, and offer areas of improvement.

The review includes an analysis of:

• Overall compliance plan, including roles and responsibilities
• How compliance management exists in a credit union’s organizational structure
• Compliance-related policies (excluding business unit operational procedures)
• Compliance audit plan
• Compliance training plan

 You can also choose:

• Compliance Risk Assessment
• Compliance Review Services
• Compliance Research Services
• Examination Assistance
• Document Management Services
• Mergers and Acquisition Services
• Business Process Outsourcing

To learn more, fill out the online interest form by clicking the button below!