Exam Preparation

Safety & Soundness Exam Preparation for Neobanks

Safety and soundness examinations evaluate your institution's financial condition, risk management, and operational practices. Canarie helps you maintain evidence of governance, risk management activities, and control effectiveness throughout the examination cycle. Specifically tailored for the unique examination requirements facing neobanks.

More for Neobanks

Neobanks Exam Preparation Challenges

Meeting sponsor bank compliance requirements
Building compliance credibility
Scaling compliance with user growth
Preparing for potential direct regulation
Managing third-party risk

Examining Agencies

FDICOCCFederal ReserveNCUA

Exam Frequency

Annual for most institutions

Preparation Steps for Neobanks

1
Update enterprise risk assessment
2
Compile board and committee minutes
3
Gather audit and examination follow-up evidence
4
Document policy review completions
5
Prepare capital and liquidity documentation
6
Compile internal control testing results
7
Document vendor management activities

Evidence Examiners Expect

Board and committee meeting minutes
Enterprise risk assessment
Audit findings and remediation tracking
Policy attestations and reviews
Capital planning documentation
Internal control testing results
Vendor due diligence records

Related Compliance Areas for Neobanks

BSA/AML programConsumer protectionData privacyThird-party risk managementSponsor bank requirements

Frequently Asked Questions

Transform Safety & Soundness Exam Preparation for Your Neobank

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