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Services and Solutions

A simple solution for a complicated task.

CUVM is all about making your life easier with a dependable and cost-effective way to manage vendor and regulatory due diligence. To put it simply, we take the burden off you, so you don’t have to worry!

Here’s How We Help:

  • Streamline the vendor management process
  • Save you time and money and lower operational expenses
  • Centralize storage and retrieval of contracts and due diligence
  • Offer personalized service with dedicated analyst and support staff
  • Ensure all contracts are compliance-friendly
  • Meet NCUA requirements

Benefits of Our Service:

  • Free Sample Board Policy helps you conform to NCUA guidelines.
  • New Vendor Kit assists you in choosing a new vendor
  • Fully Compliant Risk Assessment Assistance helps you establish consistent rankings for your vendors.
  • Limited Reviews are provided for specific vendors that address the levels of risk outlined by the NCUA.
  • Vendor Document Library provides one spot to upload and store all vendor documents to be kept secure and accessible at any time.
  • Archived Documents keep a running history of all contracts and other documents in our system.
  • Permission-based Access to the CUVM Contract Management System allows different permission levels for each client user.
  • Disaster Recovery Tool provided, keeping all contracts, vendor documents, and history of vendor relationships organized and easily accessible to you with Internet access.

Software Features:

  • Cloud-based technology
  • Available 24/7
  • Unlimited credit union contracts
  • Automated emails and notifications
  • Risk rating system
  • Contract and document storage
  • Guest access for examiners
  • Personalize Report Suite
  • OFAC reports

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A system to simplify do-it-yourself.

Our automated system gives you the tools you need to succeed with your vendor management tasks, making it easy to organize, assess risk for, track, and monitor your third-party agreements. It also provides a system for critical document retrieval.

Here's How We Help:

  • Simplify storage and retrieval of contracts, risk assessments, and due diligence data
  • Provide standard risk assessment and due diligence templates based on NCUA website
  • Help you avoid a lapse in service or a commitment to a service that may not be needed
  • Eliminate automatic renewals which can lead to increased pricing

Benefits of Our Services:

  • Web-Accessed Comprehensive Contract Database
  • Custom Management Reports with Dashboard Management Tools
  • Customizable Risk Assessment and Due Diligence Templates
  • Automated Triggers/Notifications for complete contract lifecycle management
  • Automated Risk Scoring based on the complexity and exposure of each relationship
  • Comprehensive User Guides and Ongoing Support Services

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We keep it simple every day.

At CUVM, we understand that things have a way of getting complicated – new staff, reassigned responsibilities, and an ever-changing environment mean you will have on-going training needs. We’ve got you covered! All of our clients have a dedicated analyst and access to additional support staff who are always ready to help. We are happy to provide ongoing, customized training whenever you need it!

Request Client Training

Need an industry expert to speak at your next gathering?

If you are part of a group or organization that wants to know more about building and maintaining a vendor management plan, we can help.

Kelli Silvernale, Vice President of CUVM, has over 20 years of experience in financial services with an emphasis in operations, training, and development. Her extensive knowledge of NCUA and state regulations for vendor due diligence and her expertise in organizational development and training implementation make her a valuable resource for credit unions of all sizes. She earned her Bachelor of Science in Finance at the Metropolitan State College of Denver and a Masters of Education from Colorado State University. Kelli has been with CUVM since its inception in 2008.

To contact Kelli about speaking to your group, complete the form below:

 

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