Compliance Solutions News & Announcements

Including news about our products and solutions.

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72 Topics

Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Compliance Systems is now TruStage Compliance Solutions!News

It’s official! CUNA Mutual Group is now TruStage. As a result, Compliance Systems is now TruStage Compliance Solutions! We’re excited to present our organization and offerings to you under a unified brand name that reflects our entire organization and what we do. The TruStage name represents our longstanding purpose, mission and ongoing commitment to supporting financial institutions.Please check out our updated Rebranding Support Hub to find information on what’s new and guidance on any action you may need to take to align with the TruStage brand. This is your primary resource for information related to the brand change. As TruStage, we’ll continue to support your financial institution as we always have. We will continue to deliver the products and capabilities you know and trust. You’ll work with the same teams you rely on today, using the same communication channels. And you’ll receive the same high level of service you deserve. We look forward to continuing our work with you to pos

490
Communications
13 days ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

9: After the Final Rule: Revisiting Section 1071Podcast

It's taken ten years to get to the final rule for Section 1071 of the Dodd-frank Wall Street Reform and Consume Protection Act. In this episode, we talk to Steven Vandelier and Bill Franks, both attorneys with Compliance Systems, about what you need to know when it comes to the final rule. Please click this link to listen now

850
Communications
1 month ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Compliance Systems 2023 Q1 Highlights Video (Viewing Time 1:27)

Here at Compliance Systems, our teams continue to work on expanding our products to help your institution do business more effectively. Please check out our 2023 Q1 highlights video to view some of these enhancements.To share this video with additional team members, click this link.  

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Communications
1 month ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

A change is coming in May! Compliance Systems will rebrand to TruStage Compliance Solutions.News

Compliance Systems has been a part of CUNA Mutual Group (CMFG) since our acquisition in 2018. In that time, we've continued to deliver best-in-class compliance technology via the CMFG Fintech Solutions Division.In May, CUNA Mutual Group will launch as a unified brand – TruStage™. As a result, Compliance Systems is going to become TruStage Compliance Solutions.Our position as part of one cohesive brand will give you a clearer view of who we are as an organization and the many ways that we can support your financial institution. In most cases, you will begin seeing the TruStage brand starting in late May 2023.The name of one of our existing brands, TruStage, will now represent the entire organization and our offerings. That’s because the name TruStage reflects our purpose and commitment to helping people confidently navigate all stages of their financial journey. What to ExpectWe will continue to deliver the products and capabilities you know and trust. You’ll work with the same teams yo

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Communications
2 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Secure Act 2.0Podcast

In this episode, we will talk to Ben Norquist of Convergent and Lauren Bray, Product Specialist and Counsel with Compliance Systems about the recently released Secure Act 2.0 and what financial institutions should do in response.Please click this link to listen now.

840
Communications
2 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Quarterly Newsletter (March 2023)News

Click here to read articles written by our product team on the newest trends and information in the banking industry within the Compliance Systems: March 2023 Newsletter.

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Communications
2 months ago
Communications
CommunicationsCompliance Systems Expert
posted in Compliance Solutions News & Announcements

Community Lounge Webinar Invitation

We have restructured our Community Lounge thanks to your feedback. Join us to discover what’s new, what’s the same, and how you can leverage the Lounge for your Simplicity and industry knowledge needs.Join members of our Communications team for a free web session to learn about the features and benefits of the Community Lounge. In this session, you will learn:How the Community Lounge can benefit you What kind of content we publish How you can receive updates on topics important to you Where you can find support and training resourcesSessions are 45 minutes long; the first 30 minutes will be our live demonstration of the features and benefits of the Community Lounge, and the last 15 minutes will be reserved for Q&A.To register, please select the date that works best for you and fill out the registration form.Tuesday, February 21, at 1:00 pm ETWednesday, February 22, at 3:00 pm ETThursday, February 23, at 11:00 am ETIf you are unable to attend, a recording of the session will be made

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Communications
4 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Digitizing Your Banking SolutionPodcast

In this episode, we will have a conversation with Steve Bishop, Chief Operating Officer at OMB Bank and Jordan Ennest, Product Specialist & Counsel from Compliance Systems about how financial institutions are leveraging digital banking solutions to meet the changing needs of their client base.Please click this link to listen now.

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Communications
4 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Compliance Systems 2022 Q4 Highlights Video (Viewing Time 1:54)VIDEO

Here at Compliance Systems, our teams continue to work on expanding our products to help your institution do business more effectively. Please check out our 2022 Q4 highlights video to view some of these enhancements.To share this video with additional team members, click this link.   

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Communications
4 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Compliance Systems closed on Monday, January 16News

Compliance Systems will be closed Monday, January 16 in observance of Martin Luther King Jr. Day.Financial Institution Support staff will be monitoring service requests for time-sensitive issues that require immediate assistance. We will respond to other service requests during regular business hours.

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Communications
4 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Quarterly Newsletter (December 2022)News

The CSinsider Newsletter features articles written by our product team on the newest trends and information in the banking industry. To read these articles, please click here to view the December 2022 Newsletter. 

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Communications
4 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Holiday HoursNews

Compliance Systems will be closed the following days for the Christmas and New Year's holidays:Friday, December 23 Monday, December 26  Monday, January 2Please note on Friday, December 23, Financial Institution Support staff will be monitoring service requests for time-sensitive issues that require immediate assistance. We will respond to other service requests originating on December 23 during regular business hours.

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Communications
5 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Crypto Custodians, Explained PodcastPodcast

In episode six of the Compliance Insider, we take a closer look at crypto custodians and how their role is different from the role usually played by financial institutions, along with some considerations for banks and credit unions that may want to offer crypto custodian services.Please click this link to listen now. 

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Communications
6 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Resolved: Amazon Web Services and Simplicity Outage

Resolved: At 4:14 p.m. ET, Amazon announced that the issue has been resolved and the service is operating normally.Our Compliance Utility environments are hosted on Amazon Web Services (AWS), which also provides certain other related services necessary for managing these cloud environments. As of 3:42 p.m. ET on Monday, December 5, AWS has reported issues with services and are affecting access to some of the components in our solution. This issue appears to only be impacting some clients. Compliance Systems understands the critical need for all-time availability of our solution and we are currently working with AWS to resolve this issue. This issue is not related to our technology and will not require any release changes from Compliance Systems, we will continue to make all necessary AWS service optimizations to ensure that your business operations are not interrupted again.To keep up with the AWS health status, please see https://health.aws.amazon.com/health/status.

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Communications
6 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Finovate Blog: Elevating the Banking Experience for AllBlog

Elevating the Banking Experience for All: Our Conversation with Sarah Murray of Compliance SystemsCongratulations to Sarah Murray, Deposit Product Manager with Compliance Systems, for her write up in Finovate's Women in Fintech series. Click here to read the interview and learn more about Sarah and her perspective on the impacts of technology in the financial industry.

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Communications
6 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Ronny Chapman & Chris Appie | CUNA Mutual Group - Ridin with The FinTech CowboysPodcast

Compliance Systems President, Chris Appie and Ronny Chapman, Senior Vice President, FinTech Solutions at our parent company, CUNA Mutual Group recently joined the FinTech Cowboys, Dave and Tanner Mayo, to discuss industry trends that impact financial institutions and consumers. Click here for the podcast episode. 

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Communications
6 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Compliance Systems Introduces New Treasury Management Solution

This cloud-based solution helps financial institutions streamline their treasury management operations and delivers highly configurable, cost-effective compliant content from a proven technology partner. Click here to read the press release in full. 

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Communications
6 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Treasury Management Services PodcastPodcast

In this episode, we’ll discuss some best practices and considerations to keep in mind when operationalizing your treasury management services. Please listen now, here: https://complianceinsider.compliancesystems.com/e/5-treasury-management-services/

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Communications
7 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Inherited IRA Best Practices Review Program

Financial organizations large and small have routinely struggled with the complexity and nuance surrounding Inherited IRAs. These challenges have only worsened following the SECURE Act of 2019 and the Treasury Department’s subsequent release of proposed required minimum distribution regulations.Compliance Systems and our partner, Convergent Retirement Solutions, are offering an Inherited IRA Best Practices Review Program to guide your organization through a review of your processes, policies, reporting structures, and system capabilities - then connect you with the experts who can help you improve your procedures to maximize your operational efficiency.Please take a look at the attached PDF for more details, and reach out to us at clientservicesrep@compliancesystems.com to sign up or for more information.

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Communications
7 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Compliance Systems 2022 Q3 Highlights Video (Viewing Time 1:39)

Here at Compliance Systems, our teams continue to work on expanding our products to help your institution do business more effectively. Please check out our 2022 Q3 highlights video to view some of these enhancements.To share this video with additional team members, click this link.  

800
Communications
7 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Updating IRA Beneficiary Webcast RecordingsWebinar

Compliance Systems recently partnered with Convergent Retirement Plan Solutions to offer three complimentary webcasts to our clients on the changes in the IRA beneficiary distribution rules. Those recordings are linked below so you can take advantage of this information. Please note that while you are asked to register, there is no fee and you will have immediate complimentary access to the recording.Updating Your IRA Beneficiary Processes, Part 1. We outline the challenges posed by the new RMD regulations and discussed several new initiatives we were working on to help IRA providers adapt to these changes.Updating Your IRA Beneficiary Processes, Part 2. We introduce several new forms that have been developed to help simplify the process of complying with the new beneficiary distribution rules and walk through each of them, step-by-step. In addition, we share several industry best practice recommendations and unveil a new audit program designed to assist IRA providers who want to explo

840
Communications
7 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Take Our Annual Client Survey

We want to know what you think! You're invited to take our annual Client Satisfaction survey to share your feedback about our products and services.To start our survey, click here.Qualified participants will be entered into three drawings for an Ember mug. Thank you for your time, business, and valuable feedback!

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Communications
8 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Proposed FTC Auto Dealer Rule PodcastNews

In this Compliance Insider episode, we discuss the FTC’s proposed rule on motor vehicle sales and disclosures, and the potential impacts it may have on lenders and the industry as a whole.Please listen now here: https://complianceinsider.compliancesystems.com/e/4-proposed-ftc-auto-dealer-rule/

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Communications
8 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Buy Now, Pay Later PodcastNews

In this Compliance Insider episode, we focus on short-term, no interest credit products offered at the point of sale online and the CFPB’s recent interest in them. We also discuss how financial institutions can compete with these products. Please listen now here: https://complianceinsider.compliancesystems.com/e/3-buy-now-pay-later/

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Communications
8 months ago
Communications
CommunicationsCompliance Systems Expert
published in Compliance Solutions News & Announcements

Quarterly Newsletter (September 2022)News

Click here to read articles written by our product team on the newest trends and information in the banking industry within the Compliance Systems: September 2022 Newsletter.

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Communications
8 months ago

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