Providing temporary use of non-downloadable cloud-based software for compliance management in the nature of tracking, organizing, managing, and reporting data, marketing project management, donation/sponsorship management in the nature of tracking, organizing, managing, and reporting data, grant management, corporate social responsibility management in the nature of tracking, organizing, managing, and reporting data, volunteer management, event management, Community Reinvestment Act managemen...

Providing temporary use of non-downloadable cloud-based software for compliance management, marketing project management, donation/sponsorship management, grant management, corporate social responsibility management, volunteer management, event management, community reinvestment act management, community development management, feedback management, complaint management, compliment management, and suggestion management

Providing a website featuring blogs and non-downloadable publications in the nature of stories covering charitable community service projects in the field(s) of financial institutions; Providing a website featuring non-downloadable articles in the field of financial institutions

Regulatory compliance consulting in the field of financial services; Reviewing standards and practices to assure compliance with the Community Reinvestment Act, the Home Mortgage Disclosure Act, fair lending, merger and acquisition, unfair, deceptive, or abusive acts or practices, and other financial industry laws and regulations; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Legal consulting servic...