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OCC: Marketplace Lenders Are Third-Party Vendors

OCC: Marketplace Lenders Are Third-Party Vendors

The OCC says marketplace lenders are third-party vendors. How does that affect your risk exposure? We look at how you're affected in this blog post.

Mar 8, 2017 2 min read
What Happens in New York Doesn't Stay in New York

What Happens in New York Doesn't Stay in New York

How does this help your institution? If any of your vendors have clients in New York state, it should easily be able to provide your institution with

Mar 2, 2017 1 min read
Does Vendor Size Matter?

Does Vendor Size Matter?

Some institutions try to simplify vendor management by picking the biggest vendor in each category. Going big, however, is not always the safest option.

Feb 27, 2017 1 min read
Western Unions Pays $184 Million for Ignoring Vendor Due Diligence

Western Unions Pays $184 Million for Ignoring Vendor Due Diligence

After failing to conduct adequate due diligence on vendors, incl. background checks and on-site reviews, the $184MM fine may be its biggest transfer yet.

Feb 23, 2017 1 min read
Lessons from the CFPB: Why It’s a Bad Idea for a Banker to Name His Boat Overdraft

Lessons from the CFPB: Why It’s a Bad Idea for a Banker to Name His Boat Overdraft

A lawsuit against TCF National Bank alleges that it tricked consumers into signing up for costly overdraft services in order to preserve its bottom line.

Feb 21, 2017 2 min read
Are You Connecting the Risk Management Dots?

Are You Connecting the Risk Management Dots?

The OCC’s Semiannual Risk Perspective for Fall 2016 reinforces the agency’s enterprise wide approach to risk management, particularly to vendor management.

Feb 17, 2017 1 min read
Don’t Let Heartbleed Lead to Vendor Management Heartbreak

Don’t Let Heartbleed Lead to Vendor Management Heartbreak

A new study has found that the Heartbleed Bug remains a serious problem for nearly 200,000 Internet-connected devices raising questions about vendor mgmt.

Feb 16, 2017 1 min read
Documentation is Key: Takeaways from the OCC’s Third-Party Vendor Risk Management Procedures

Documentation is Key: Takeaways from the OCC’s Third-Party Vendor Risk Management Procedures

Ever wish for a list of exactly what an examiner is looking for? When it comes to the OCC and vendor management, your wish has been granted.

Feb 9, 2017 3 min read
After Six Years, Agencies Fine Mortgage Processor $65 Million

After Six Years, Agencies Fine Mortgage Processor $65 Million

It’s bad enough to be hit with a regulatory consent order. Now imagine the expense and public relations nightmare when those proceedings drag on for years.

Feb 8, 2017 1 min read
Why Inertia Creates Risk

Why Inertia Creates Risk

Inertia is one of the greatest forces in the universe. It applies to banking and business and there are costs if inertia goes unchecked.

Feb 2, 2017 3 min read
The Risks of Apple Pay for Banks and Credit Unions

The Risks of Apple Pay for Banks and Credit Unions

In the race to remain competitive more than1,600 banks and credit unions have joined Apple Pay, probably hoping that some of Apple’s cool will rub off.

Feb 2, 2017 4 min read
Broker-Dealers Need Vendor Management Too

Broker-Dealers Need Vendor Management Too

The Financial Industry Regulatory Authority (FINRA) is putting broker-dealers on notice that vendor management of cybersecurity will be a hot topic in 2017

Jan 24, 2017 1 min read
A Quick-and-Dirty Guide to CRA Compliance Exams
CRA

A Quick-and-Dirty Guide to CRA Compliance Exams

CRA compliance is familiar for many institutions. In this post, we'll cover a few things you may not know, and provide some tips for how to prep for a...

Jan 18, 2017 5 min read
RiskTech vs RegTech

RiskTech vs RegTech

Don’t let the label of RegTech trick you into thinking that checking off to-dos on a list of tasks is compliance. Here's more on RiskTech in our article.

Jan 12, 2017 2 min read
Cloudy with a Chance of Data Loss

Cloudy with a Chance of Data Loss

Perhaps there’s no buzz word more confusing to bankers and credit union executives than the “cloud.” It evokes an ethereal image of data floating safely

Dec 31, 2016 2 min read
When Natural Disasters Become Customer Relationship Disasters

When Natural Disasters Become Customer Relationship Disasters

Customers don’t want to hear that a data center across the country flooded, a cyberattack overwhelmed systems or a piece of equipment failed. In their eyes

Dec 29, 2016 2 min read
Why You Need to Focus on Cybersecurity Risk Now

Why You Need to Focus on Cybersecurity Risk Now

Rather than lump cyber risk in with other categories, it’s important for banks and credit unions to directly address this risk with their critical vendor

Dec 27, 2016 2 min read
What is Concentration Risk - And What Does My Regulator Have to Say About It?

What is Concentration Risk - And What Does My Regulator Have to Say About It?

When most bankers and credit union executives think of concentration risk, they think of lending—but concentration risk has a different meaning whentalking

Dec 22, 2016 1 min read
Compliance Risk - Avoid Vendor Compliance Failures by Properly Assessing Risk

Compliance Risk - Avoid Vendor Compliance Failures by Properly Assessing Risk

Compliance risk is one of the 10 biggest vendor risks facing FIs—and the reason why FIs need to know the whats, hows and whens of its vendors’

Dec 19, 2016 3 min read
Country Risk - Why It Pays to Choose Domestic Service Providers

Country Risk - Why It Pays to Choose Domestic Service Providers

Think it’s tricky to keep track of the rules and regulations U.S. regulatory agencies? Imagine following operational requirements of foreign countries.

Dec 18, 2016 2 min read
Planning to Fail or Failing to Plan - Strategic Risk

Planning to Fail or Failing to Plan - Strategic Risk

Strategic risk is the possibility that a company doesn’t make decisions that support its long-term goals. Learn how to avoid these costly decisions.

Dec 15, 2016 1 min read
Assess Vendor Reputation Risk - Before You Have to Rebuild Yours

Assess Vendor Reputation Risk - Before You Have to Rebuild Yours

Ben Franklin once wrote that “Glass, china and reputation are easily cracked, and never well mended.” Reputation risk can be mitigated through these steps

Dec 13, 2016 2 min read
Operational Risk - Foreseeing the Unforeseen Costs of Outsourcing

Operational Risk - Foreseeing the Unforeseen Costs of Outsourcing

Operational risk is the risk of financial loss when processes, people or systems fail. It can hurt a financial institution in many ways, including these...

Dec 10, 2016 2 min read
Credit Risk - You’ll Take the Blame If Your Vendor Doesn’t Have the Credit

Credit Risk - You’ll Take the Blame If Your Vendor Doesn’t Have the Credit

See the definition of credit risk.

Dec 7, 2016 1 min read
The Human Side of Vendor Management - What Vendor Management Can Learn From HR

The Human Side of Vendor Management - What Vendor Management Can Learn From HR

Many financial institutions view vendors as a necessary evil, but extending a little trust to vendors goes a long way towards building a bridge to success.

Nov 15, 2016 3 min read
One Size Doesn't Fit All - Updated Guidance from CFPB on Third-party Service Providers

One Size Doesn't Fit All - Updated Guidance from CFPB on Third-party Service Providers

The CFPB clarifies guidance on how to treat vendors of different sizes and impacts after many have been treated with equal scrutiny regarding due diligence

Nov 9, 2016 2 min read
Surrogate Regulators: The Vendor Management / Fintech Connection

Surrogate Regulators: The Vendor Management / Fintech Connection

Should Fintech companies be regulated? With banks responsible for third-party services and the CFPB addressing regulatory concerns, is it necessary?

Nov 7, 2016 3 min read
Don’t Blow It at Exam Time - Pay Attention to the FFIEC Cybersecurity Assessment Tool

Don’t Blow It at Exam Time - Pay Attention to the FFIEC Cybersecurity Assessment Tool

Is FFIEC's cybersecurity assessment tool mandatory? It's worth your time to look at the big picture when making the decision to use it or not.

Nov 1, 2016 3 min read
Losing Control: Poor Compliance Controls Lead to $28.5 Million in Fines and Redress for Navy FCU

Losing Control: Poor Compliance Controls Lead to $28.5 Million in Fines and Redress for Navy FCU

Empty threats are rarely a good idea—and sometimes they are straight-up illegal. That’s the lesson $73 billion-asset Navy Federal Credit Union is learning.

Oct 27, 2016 2 min read
Your Vendor Shortlist is Not a State Secret

Your Vendor Shortlist is Not a State Secret

Keeping your vendor shortlist a secret may seem like a good idea, but protecting it only serves to limit your options as the buyer.

Sep 26, 2016 2 min read