Due Diligence Services


Our clients are engaging in more and more third-party relationships, which allow credit unions access to more products and services and allows for the benefit of external expertise. This outsourcing results in increased member services, competitiveness, economies of scale, increased delivery channels, and allows our clients to reach new members.

However, vendor relationships carry their own risks, including relinquished control of services, possible interruption of services, and possible legal disputes. We are trained to help our clients navigate these risks. In these many years, we have encountered nearly every credit union vendor or type of vendor and have a great deal of experience in assisting clients in assessing and negotiating contracts of nearly every type. In this era of due diligence, proper legal assistance is required.

To receive pricing options:

Click Here to Submit a Request for Proposal, which will in most cases be sent within one business day.

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