Policy Review Workflows

Policy Review Workflows for Credit Unions

Policy reviews shouldn't be an annual fire drill. Canarie converts policies into scheduled workflows with clear ownership, automated reminders, and evidence capture. Reviews happen on time, attestations are documented, and you maintain a complete audit trail. Specifically tailored for the unique compliance requirements of credit unions.

More for Credit Unions

Credit Unions Challenges We Solve

Limited compliance resources
Volunteer board oversight requirements
NCUA examination preparation
Member data protection
Balancing service and compliance

Key Features

Automated review scheduling
Owner assignment and accountability
Attestation capture with digital signatures
Version tracking and change history
Regulatory change triggers

Benefits for Credit Unions

No more missed review deadlines

Clear ownership and accountability

Complete attestation audit trail

Regulatory changes trigger reviews

Results You Can Expect

60% faster

Policy review cycle time

99%

On-time completion rate

100%

Attestation capture

Compliance Areas for Credit Unions

NCUA safety and soundnessBSA/AMLConsumer complianceFair lendingPrivacy and data security

Frequently Asked Questions

Ready to Transform Compliance at Your Credit Union?

See how credit unions are using policy review workflows to execute compliance with confidence.