Services

We are the number one credit union consulting services firm in the nation.

With more than 750 credit union clients, we are the nation’s largest credit union consulting practice. In addition, we have strong ties with state and national credit union associations. Our professionals gear our services to meet the specific needs of credit unions.

For detailed information about our Financial Services for Credit Unions, select a service below.

• Branch Performance Improvement  
• Business Continuity Planning  
• Delivery Channel Optimization   
• Information Security  
• Information Systems Planning & Selection
• Regulatory Compliance Assessment
• Regulatory Compliance Program  
• Web Site Compliance Assessment

Guides
In October 2007, the Federal Banking Regulators issued final rules on implementing the Identity Theft Red Flags requirement of the Fair and Accurate Credit Transactions Act of 2003. Compliance is mandatory by Nov. 1, 2008. Request our free step-by-step guide to help you prepare for this wide-ranging regulatory initiative.
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Newsletter
Bank Notes
Bank Notes delivers news and information critical to community banking professionals. The bi-monthly newsletter tackles issues ranging from IT security to regulatory compliance to operational improvement.
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