PathWay Sentinel™.
Ensure your financial institution's reputation remains untarnished. From routine monthly audits to strict accessibility assessments, we provide the proactive oversight your marketing team requires.
PathWay Audit Status
ACTIVEThe Executive Dilemma.
As a marketing manager or decision-maker in the banking or credit union industry, you face unique challenges. Maintaining compliance while effectively modernizing your products is a constant balancing act.
Ask yourself these critical questions:
Are you confident that your website and marketing materials fully comply with FFIEC guidelines, FDIC advertising rules, and NCUA regulations?
Do you currently have the internal resources and highly specialized expertise required to conduct thorough, ongoing compliance audits?
Are you struggling to keep up with the ever-changing landscape of financial regulations and strict ADA accessibility guidelines?
Is your institution actually prepared for the sudden scrutiny of state and federal regulatory bodies during an unannounced inspection?
The Sentinel Shield.
Our dedicated team at Custody & Agency provides the expertise necessary to ensure your marketing strategies align with industry regulations, keeping your institution safe from liability.
Regulatory Audits
Our audits ensure your institution adheres to all financial regulations, providing peace of mind and protecting your reputation.
Content Scrutiny
We scrutinize your marketing content to ensure compliance with industry standards, reducing risk and enhancing credibility on social media.
ADA Assessments
Our assessments guarantee your digital presence is accessible to all, demonstrating your commitment to inclusivity and WCAG 2.2 metrics.
Ongoing Support
Gain access to our elite team of specialists for ongoing, retained support and guidance in navigating complex compliance landscapes.
Remove The Liability.
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 flawless compliance.
Secure Your Institution