Upfront Engagement

$4,000.00

Annual Update: $1,250/yr; Three year discount: $1,000/yr

This is a two to three day on-site visit, designed to be a complete review of credit union policies and procedures pertaining to member interaction and service offerings that are governed by consumer related government regulatory agencies. This comprehensive engagement includes review of all credit union policies, practices, employee security, settings, member disclosures, and supporting core system configurations. Some of the areas examined include Truth and Savings disclosures, Funds Availability policies, and credit union reserve requirements.

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