Navigate Banking Compliance with Confidence
Pathway Sentinel: Your Trusted Compliance Partner
Ensure your financial institution’s reputation remains untarnished with our comprehensive compliance solutions. From monthly audits to accessibility assessments, we provide expert guidance tailored to your needs.
The High Stakes of Marketing Compliance in the Financial Industry
As a marketing manager or decision-maker in the banking or credit union industry, you face unique challenges. Maintaining compliance with stringent regulations while effectively marketing your products and services is a constant balancing act. The risks of non-compliance are severe, ranging from hefty fines to significant reputational damage.
- Are you confident that your website, marketing materials, and digital presence fully comply with FFIEC guidelines, FDIC advertising rules, NCUA regulations, ADA standards, TCPA, and CAN-SPAM Act?
- Do you have the internal resources and expertise to conduct thorough, ongoing compliance audits?
- Are you struggling to keep up with the ever-changing landscape of financial regulations and accessibility guidelines?
- Is your institution prepared for the scrutiny of regulatory bodies?
- Could your current marketing efforts be inadvertently exposing your institution to risk?
Navigate the Complexities with Ease
Our dedicated team at Custody & Agency provides the expertise and resources necessary to ensure your marketing strategies align with industry regulations. We help you mitigate risks and confidently navigate the complexities of financial compliance.
Explore Our Comprehensive Services
Regulatory Compliance Audits
Our audits ensure your institution adheres to all financial regulations, providing peace of mind and protecting your reputation.
Marketing Material Analysis
We scrutinize your marketing content to ensure compliance with industry standards, reducing risk and enhancing credibility.
Accessibility Compliance Checks
Our assessments guarantee your digital presence is accessible to all, demonstrating your commitment to inclusivity.
Expert Consultation Services
Gain access to our team of specialists for ongoing support and guidance in navigating complex compliance landscapes.
Capture Leads with Confidence
Unlock the potential of your financial institution with our expert lead generation services. Our tailored approach ensures you connect with the right audience while maintaining compliance with industry standards. Let us help you grow your network and expand your reach in the digital world.
Industries Served
Law Firm Marketing
Compliant Bank Marketing
Credit Union Marketing
Insurance Marketing
Healthcare Marketing
Financial Marketing
Real Estate Marketing
Products
Platinum Helm Strategies
TrustGuard
Reputation Sentinel
Patient Chat 2.0
Platinum PenTest
PathWay Audits
Residential Response Engine
Services
Marketing Strategy
Accessibility Audits
Compliant Web Design
Client-Side Project Management
Fractional CMO Services
Internal Marketing Training
Clarity SEO Partnerships
Secure Website Hosting
Compliant Funnel Optimization
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Custody & Agency | 72 S. Main St. Suite 100 Homer NY 13077 | 315-908-ARTS