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Take your credit union compliance program to the next level with ViClarity Advisor

Does your credit union's compliance team need an extra set of hands? Are you looking for ways to more easily prepare for upcoming exams? Are you interested in gaining even more efficiency in your current processes? ViClarity GRC and AdVisor consulting services could be perfect for your credit union. 

With ViClarity AdVisor GRC consulting options, credit unions gain access to ViClarity's experts seamlessly within the GRC technology platform. By introducing them into the credit union's workflows, credit unions can ensure best-practice use of the GRC technology to help keep their credit union compliant and efficient. The use of ViClarity's award winning technology paired with consulting services is not just a benefit to staff, but something credit union boards and regulators will also appreciate.

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Credit unions choose their needed level of support, with options including: 

  • Send a question and track the answer, creating a dynamic library of resources.
  • Customize workflows to integrate a consultant review of policies, procedures, marketing collateral or disclaimers.
  • Upload and download documentation for review directly in the platform.

Choose your level of support.

ViClarity's AdVisor GRC consulting services can be added to the ViClarity GRC technology based on your credit union's level of need. See the chart below for explanation of what is included at each level: Advisor or Advisor Advanced.

 

   AdVisor AdVisor Advanced
 Q&A - Federal Compliance Support  null null 
 Compliance Strategy    null
 Rule Interpretation    null
 Marketing Materials Review    null
 Policy, procedure, documents and disclosure reviews    null
Exam response support   null 
New product reviews   null 

Read what credit unions are saying: 

"We aspire to maximize our effectiveness and efficiency in compliance management, and the ViClarity consulting team clearly gets it. They never stick us in a box or run us through a formulaic implementation. They leverage both machine and human expertise to get us to our goals faster."

-Irene Shippee, SESLOC Federal Credit Union Vice President, Compliance

Ready to take your credit union compliance program to the next level with ViClarity AdVisor? Contact us to learn more about this and other services for credit unions.

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Services performed by ViClarity are compliance and not legal in nature, and do not form an attorney-client relationship or any of the protections attendant to the attorney-client relationship.