University

Compliance Case Study: Interior FCU & Evergreen CU

April 9, 2020

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This detailed case study dives into concerns two credit unions have with outsourced compliance providers, and how we are reinventing the client-vendor compliance relationship.

$270M Evergreen CU based in Portland, ME, and $185M Interior FCU out of Washington, D.C. candidly share their experiences with compliance vendors, and what they appreciate about Aux’s services.

“They help us to be proactive with our policies. The feedback isn’t just ‘Well you are doing this wrong.’ They are part of our credit union family. They are here to support us.”

Mike Merryman, CEO, Interior FCU

Topics include:
Intimacy: A lack of deep understanding about individual credit union needs from their compliance vendor
Flexibility: Credit unions are not able to cherry pick what fits their needs, or receive “on-call” style compliance services
Clarity: Credit unions are often left confused with the answers they receive from their vendors

Please fill out the form below to download the study.