United States

Helping a credit union better control risks and manage compliance

Aligning processes and technology to deliver real savings


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When Washington State Employees Credit Union, a $2.2 billion institution, was struggling to adjust its loss prevention and compliance practices as its membership and service offerings expanded, they turned to RSM for help. Learn how our team helped them review and adjust their processes, tools and reports and staffing to more effectively and efficiently meet their needs.

"The RSM team was professional, detailed and had a clear understanding of our operations, our mission and the challenges we face," said Melissa Wolff, director, Loss Prevention and Compliance and Records Department. "Their experience with the financial institution industry allowed them to present recommendations that supported industry best practices and aligned well with our culture and organizational strategy."

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