Exam Preparation

Deposit Compliance Exam Preparation for Financial Services

Deposit compliance examinations evaluate your compliance with Regulation E, Regulation CC, Regulation DD, and related requirements. Canarie helps you maintain evidence of compliant deposit operations. Specifically tailored for the unique examination requirements facing financial services.

More for Financial Services

Financial Services Exam Preparation Challenges

Executing compliance work systematically
Capturing evidence automatically
Proving compliance happened
Managing recurring compliance tasks
Preparing for examinations

Examining Agencies

FDICOCCFederal ReserveNCUA

Exam Frequency

As part of consumer compliance examination

Preparation Steps for Financial Services

1
Review Reg E error resolution procedures
2
Compile funds availability documentation
3
Document truth in savings disclosures
4
Gather overdraft program evidence
5
Prepare electronic banking compliance
6
Document disclosure testing results
7
Compile training completion records

Evidence Examiners Expect

Reg E policies and procedures
Error resolution tracking
Funds availability policies
Truth in savings disclosures
Overdraft program documentation
Disclosure accuracy testing
Staff training records

Related Compliance Areas for Financial Services

BSA/AMLConsumer protectionFair lendingData privacyRegulatory compliance

Frequently Asked Questions

Transform Deposit Compliance Exam Preparation for Your Financial Service

See how financial services prepare for examinations in days, not weeks.