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MereSecure® XMS: Credit Union Industry

We see value in using XMS: eXchange Management System for the Credit Union Industry.

Collect vendor and risk management due diligence documents to satisfy Governance, risk and compliance (GRC) regulated requirements

Collect client or customer verification documentation for regulatory policies, licenses, certifications, accounting reports, liability insurance, company policies and best practices.

Simple digital compliance document collection for third-party vendors and suppliers

Provide online or offline forms to fill out directly to your vendors using any third party tool with one link setup

Why MereSecure® XMS: Credit Unions?
Maintaining a vendor management program can be challenging for credit unions. The amount of time required to follow-through and to meet expectations is difficult. Digital document collection from vendors and suppliers of credit unions can be cumbersome as most solutions involve expensive externally managed CRM like interfaces putting emphasis on the individual client or vendor.

XMS can help credit unions add an affordable differentiating third party tool to their wheel house.
XMS can help credit unions to gather documents in a centralized location while keeping permissions and access separate.
XMS can help credit unions publish any form to be filled out as a questionnaire or interview without having to learn another forms package.
XMS can help credit unions reduce dependence on spreadsheet tracking, insecure email attachments, eliminate dependence on universal file sharing sites that are blocked most of the time, provide secure alternatives to sending and receiving files over insecure FTP or unreadable fax services.
XMS can help credit unions with a pragmatic simple and fresh approach to managing their third-party vendors.

Please contact us at MereSecure TODAY!

Setup and implementation are very quick and XMS can work in parallel with existing processes while 100% securely available with only an internet browser.

What are some XMS product benefits?
  • Deliver documents to clients, customers, suppliers, contractors, employees and vendors
  • Submit invoices, contract amendments and insurance liability policies
  • Searchable system of record of all activity with outside participants
  • Provide history audit trail of when a document has been downloaded or uploaded and by who
Additional XMS product benefits
  • High upload maximum filesize limit - beyond that of typical email limitations
  • Automated flow control with searchable elements
  • Input full contact/company information for easy search and re-use
  • Quickly see who has access to documents, restrict access to groups of files
  • Send repeat bundles of files quickly by setting up packages
  • Categorize and add custom parameters to files such as approved by, review date
  • Highly scalable n-tier architecture
  • No software to install (internet browser only)
  • Simple license pricing (SLP)
  • Integrate with any third-party forms package
  • Flag your vendors as high, medium, and low
Many documents are shared with third parties
  • Accounting Documents (Profit & Loss, Balance Sheet)
  • Benefits (Medical, Dental, Vision)
  • Bid and Proposals
  • Billing Receipts
  • Certificate of Insurance (COI) – Liability, etc.
  • Certifications & Trade Specialties
  • City Business License
  • Customer feedback and clarifications
  • Data Policy
  • Employee Handbook
  • Employee Hiring Packets
  • Feedback forms
  • Lease Documents
  • Lender applications
  • Lists of sub-contractors
  • Permit & Applications
  • Privacy Policy
  • Product Specifications
  • Project Management Meeting Notes
  • Property Titles
  • Questionnaire Forms
  • Rent Rolls
  • Revenue Forecasts
  • Risk Assessments
  • Security Policy and Testing
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Training Materials
  • Work schedules
Attention Credit Unions!
Most of you with less than 150 employees have limited staff handling external due diligence. Implement a new tool to help collect information and meet regulations. XMS is affordable, easy to setup, a low risk of adoption with immediate high functional value.

Contact us for a demo today!

Tell us you saw this page and we will offer NET90 terms plus a No Risk Satisfaction Guarantee*.
*No Risk Satisfaction Guarantee - we will not invoice until the customer is satisfied beyond the initial pilot period of 60 days.