Exam Preparation

CRA Exam Preparation for Fintech

Community Reinvestment Act examinations evaluate your institution's record of meeting community credit needs. Canarie helps you maintain evidence of CRA activities, from lending in assessment areas to community development investments to service delivery. Specifically tailored for the unique examination requirements facing fintech.

More for Fintech

Fintech Exam Preparation Challenges

Building compliance programs from scratch
Meeting sponsor bank requirements
Preparing for potential direct regulation
Scaling compliance with rapid growth
Managing multi-state licensing

Examining Agencies

FDICOCCFederal Reserve

Exam Frequency

Every 2-5 years depending on asset size and rating

Preparation Steps for Fintech

1
Update assessment area analysis
2
Compile lending data by geography
3
Document community development activities
4
Gather service delivery evidence
5
Prepare response to community needs assessment
6
Compile innovative and flexible lending documentation
7
Document community partnerships

Evidence Examiners Expect

Assessment area delineation
Lending distribution analysis
Community development loan documentation
Investment and grant records
Service delivery documentation
Community contact feedback
Board CRA oversight evidence

Related Compliance Areas for Fintech

BSA/AML programConsumer protectionData privacyThird-party risk managementState licensing

Frequently Asked Questions

Transform CRA Exam Preparation for Your Fintech

See how fintech prepare for examinations in days, not weeks.