TOPIC: Remote Access

Remote Notary Vendor Suggestions

Employee at a credit_union ($598MUSA)
Geez, looks like Remote Notary vendors are slammed with bid requests. 

Would greatly appreciate feedback on what RN services other CU's are using. For Example:

1. Ease of negotiations, set up and use
2. Promises vs Deliverables
3. Security
4. Cost
5, Tech & Customer Support

Thanks in advance!

    Abrigo Assurance Plan Helps Optimize BSA/AML and Fraud Software

    We just announced the launch of the Abrigo Assurance Plan, a service plan to help community financial institutions focus on optimizing their BSA/AML and fraud software application performance.

    The Abrigo Assurance Plan takes a proactive approach to product maintenance to ensure its clients’ anti-money laundering (AML) and fraud monitoring applications, BAM+ and BAM+ Fraud, perform at optimal levels. This innovative plan was created to meet the growing need for better support of remote work and the adoption of digital channels in the financial industry as a result of the coronavirus pandemic. Abrigo Assurance Plan includes:
    • An annual efficiency review to ensure institutions are monitoring for the threats that most impact their institution
    • An annual feed check-up and standard data purge to verify quality data is entering into their systems
    • On-demand scenario reruns to increase data integrity
    • A secure sandbox testing environment and annual sandbox refreshes that provide a secure place to test new product features and functionality before implementing them to limit disruptions
    • Annual server sizing and SQL maintenance to verify that an institution’s server size is adjusted to accommodate growth
    We know the investment you are making when choosing a software provider and we are dedicated to ensuring you get the best ROI with Abrigo.

    To learn more about Abrigo Assurance, visit our website or email me directly 

      Fiserv Unity Director Imaging and creating electronic file for loan review

      SVP at a bank ($413MUSA)
      We are going to have a  third party complete our loan review process and due to COVID-19, they would like to do the review remotely.  Note: Examiners have also started making these type of requests. 

      Does someone have experience in creating an electronic loan file from Fiserv Unity Director Imaging, that would include CIF and Loan Documentation that should be what we used to provide in paper form?   I know that I can forward each individual document to the third party, but this would be a time consuming process.

      Any other thoughts would be appreciated.  I am also considering if we could allow the third party access to Unity Director Imaging remotely through a security group set-up for Auditors and Examiners, however, this has been used when the examiner has be at our offices and we have allowed access by providing them a station that they could log into and gain direct access like we do to Director imaging, with view only capability.

        Going Mobile - Laptop Security

        As the next couple weeks of holiday celebrating approaches, I hope all of you get some well-deserved time away. But if you are like me, you will find a little window between celebrations and pull out a laptop to do a little work. To help ensure both your personal and professional data stays secure, we’ve put together some ideas on maintaining security while on the road with your laptop. Please feel free to share, and as always, send me a message if you have any questions. Happy Holidays!

          Looking for working from home on a company laptop IT, machine use and security policy. Not telecommuting, this would be part of our disaster recovery plan and something we would use in the event of extreme weather preventing travel to the office.

          CEO at a credit_union ($12MUSA)

          We are looking for a policy that will address proper use of company laptop, security and restricted access relative to the protection of critical data contained on the laptop. From what I have already found; this scenario is significantly different from a typical "telecommuting" policy in that it would not be on a regular basis; simply in the event of dangerous travel conditions or disaster.