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Synergent and Credit Union Assistant provide your credit union with:

  • Domain specialists available to you 24/7
  • A system to manage all of your policies, their reviews and updates
  • Expert pre-packaged controls with continuous updates
  • Enterprise Risk Management system with assessment history
  • Task automation for routine controls with email notification and tracking
  • Automation of controls auditing.
  • Guaranteed exam compliance and cost reduction, based on contract terms
  • One click examination report
CreditUnion Assistant enables your credit union to:
  • Improve efficiency, lower costs and increase back office productivity
  • Organize all of your policies and procedures
  • Monitor employee productivity
  • Adopt new products more quickly with improved compliance agility
  • Reduce third party auditing costs
  • Reduce training costs and burden
  • Bring new employees up to speed more quickly
  • Integrate compliance actives with other systems
CreditUnion Assistant Features
  • Control Center Platform
  • All of your programs are on one platform to simplify management
  • Workflow from your programs gets all assigned tasks to the right people at the right time for them to complete simply on-line
  • With all activities performed on-line, integrated auditing features allow for automated exception reports, periodic spot checks and other auditing controls to be done simply
Control SmartFolders

  • Each Control SmartFolder includes automated procedures for risk assessment, routine controls for staff and auditing activities
  • Experts insure that all updates based on regulatory changes are made and included with your subscription
  • All information is gathered and archived for easy review and access
  • All activity can be monitored through a single dashboard to make sure your programs are on track.