Compliance Tools and Advisory Services for Banks and Credit Unions

Practical solutions built by a banker — for bankers.

45 Years of Banking Experience — Working for You

CU Risk Advisors provides compliance tools and consulting services designed specifically for community banks and credit unions. Our tools are built from real teller-line experience, not theory — practical, accurate, and ready to use.

Whether you need a reliable way to calculate and disclose check holds, a straightforward risk assessment for your next exam, or a trusted compliance advisor, CU Risk Advisors delivers solutions that fit the scale and budget of a community institution.

ExpressHold

A web-based Regulation CC check hold calculator that guides tellers to the correct hold amount, availability dates, and member notice — every time. Built on 25+ years of refinement with community institutions.

Risk Assessments

Consulting

Straightforward risk assessment tools designed for small and mid-size institutions. Identify, document, and present your risk position clearly — without enterprise software or enterprise pricing.

COMING SOON

Direct compliance consulting from an experienced banking professional. Available for project-based engagements, regulatory exam preparation, and staff training.

Ready to simplify your compliance?

Contact us to discuss your institution's needs.