Compliance Consulting

Focus on your credit union’s success and let PolicyWorks handle the compliance issues that inevitably occur throughout the year. Our Compliance Consulting program gives you on-demand personal attention for your compliance issues. Our team of experienced compliance professionals is a phone call or email away, and always able to help you with any compliance question, document review, or review of policies and procedures. We allow you to focus on what’s important – your members.

The PolicyWorks Compliance Consulting program is customized to meet your unique needs. Perhaps you just need another opinion or set of eyes on a compliance problem? Our responsive services assist credit unions with a range of compliance issues, including evaluating how new rules will impact your credit union, assessing new products for compliance implications, reviewing disclosures and other documents for compliance, and more. We can also provide strategic advice based on the structure of your compliance program. With our high touch, personalized service, you can rely on PolicyWorks as a trusted business partner.

Learn more about our consulting services here.