Marketing touches more channels than any one person can track: social media, lender accounts, print, digital ads, sponsorships, reviews, complaints, and the vendors and partners who touch your brand along the way. When compliance doesn’t have visibility into all of it, the gaps show up exactly where examiners look first.
This Marketing Channel Compliance Audit gives community banks and credit unions a structured way to inventory every channel at once: who creates the content, who reviews it, how it’s documented, and where escalation goes when something needs a closer look. It also covers the two questions FFIEC guidance keeps circling back to, how you manage outside vendor and partner relationships, and who holds access to your platforms when someone leaves.
Work through it channel by channel. Print it or fill it out on your computer, and end with a centralization readiness summary that shows exactly where the gaps are and what to prioritize first. Use the form below to download the audit. When you’re ready to close the gaps it turns up, reach out and we’ll help.
