Case Study: Technology Organizes "Chaos of Compliance"

November 30, 2020

How Lincoln County Credit Union uses ViClarity to keep their policies and procedures organized and up-to-date.

The complex regulatory environment of the financial services industry keeps organizations on their toes. Lindsay Beaty, CEO of Lincoln County Credit Union, shares how updating company policies to reflect these changes isn't itself challenging. Routing the new policy for approval, adjusting it based on feedback, putting it into effect, training employees on the change and then continuously testing to make sure procedures are reflective of the new policies — those are the elements that make policy changes tough to manage.

In this case study, Beaty shares how the ViClarity platform has helped to reduce anxiety among her team members and make board meetings more strategic. 

Download Case Study

Back

Recent/Related Articles

NuMark Credit Union Partners with ViClarity for Audits & Benefits from Exceptional Reports

June 03, 2024

With a growing membership, NuMark faces new challenges and opportunities every day, which can bring new regulatory requirements to bear. To get ahead they chose to build their compliance team and formalize its processes, but with a small team it can be hard to catch everything. To help bridge the gap, the team started looking for an extra set of eyes to help with audits.

Boston Firefighters Credit Union Optimizes Multiple Processes with ViClarity

October 27, 2023

Boston Firefighters Credit Union recently partnered with ViClarity for their vendor and complaint management processes after reviewing their previous programs and deciding that they needed a better solution.