VENDOR MANAGEMENT
SERVICES
Vendor Management Reimagined
Simplify and elevate your vendor management program with powerful, easy-to-use solutions designed to cut costs, ensure compliance, and exceed examiner expectations – without unnecessary complexity.
You Don’t Limit How Many Contracts You Can Have, So Why Would We?
All You Need to Manage Vendors Effectively
- Each Full-Service Client Is Allocated a Dedicated Analyst for Relationship Continuity and User Training – You Will Have One Go-To Person Whenever You Need a Helping Hand
- Unlimited Contracts
- Each User Will Have a Personalized Dashboard Showing Upcoming Renewals, Missing Items, And Key Tasks.
- A Document Archive to Keep a Running History of All Your Contracts and Additional Documents
- Monthly OFAC Reports
Tailored to You
All You Need to Manage Vendors Effectively
- Customizable Reports That Fit Your Needs
- Consistent Vendor Rankings with A Fully Compliant Risk Assessment Questionnaire
- Automated E-mails and Notifications, So You Are Always in the Loop
- Flexible Permission-Based Access for different user roles
RELIABLE
Cloud-Based Technology, Available 24/7
RESOURCEFUL
Rapid Business Recovery with Our Disaster Recovery Tool
RESTRICTIVE
Guest Access View-Only Mode for Auditors and Examiners – They Can Look, But They Can’t Touch!
Why Choose Full-Service?
As A Full-Service Client, You Will Be Allocated a Dedicated Analyst to Help You Through the Vendor Management Journey, Offering Guidance at Every Step of the Way
- A “Dedicated Analyst”, Means – Personalized Support, No Call Centers, No Transferring, No Long Waits
- Access To Limited Reviews for Vendors That Align with NCUA And CFPB Guidance
- Free Sample Policies for Vendor Due Diligence, Cybersecurity, And Incident Response
- A New Vendor Kit to Simplify Vendor Selection and Onboarding
Why Choose Self-Service?
Take Control of Your Program with All the Tools You Need – Right at Your Fingertips
- Simplify Your Internal Processes and Work Smarter
- Software-Only
- Stay Ahead of Renewals with Automated Reminders
- Ideal For Teams Who Want Flexibility Without Extra Features
- Centralized Storage to Keep Everything in One Secure Place
- Customized Notifications
- Personalized Report Suite – A Great Management Tool for Supervisors/Administrators
Which is Right for You?
Full Service vs. Self Service
Feature |
Self-Service |
Full-Service |
|---|---|---|
FeatureUnlimited Contracts
|
Self-Service
|
Full-Service
|
FeatureReport Suite
|
Self-Service
|
Full-Service
|
FeatureUser Permission Levels
|
Self-Service
|
Full-Service
|
FeatureAvailable 24/7
|
Self-Service
|
Full-Service
|
FeatureAutomated Notifications
|
Self-Service
|
Full-Service
|
FeatureNew Vendor Kit
|
Self-Service
|
Full-Service
|
FeatureFree Sample Policies
|
Self-Service
|
Full-Service
|
FeatureComprehensive User Guide
|
Self-Service
|
Full-Service
|
FeatureRisk Assessment Wizard
|
Self-Service
|
Full-Service
|
FeatureAccess To Our Partners
|
Self-Service
|
Full-Service
|
FeatureShared System
|
Self-Service
|
Full-Service
|
FeatureDedicated Analyst
|
Self-Service
|
Full-Service
|
FeatureLimited Reviews
|
Self-Service
|
Full-Service
|