After struggling with customer service issues from her existing vendor, Marci LaBrash, compliance officer at Mendo Lake Credit Union, was ready to make a change. When the Wolters Kluwer Financial Services’ account team contacted her, LaBrash quickly realized that the services they offered met all of her vendor requirements. Learn more at: www.nafcu.org/wolterskluwer

1. Deposit Disclosure Program CaseName
12[Insert Product Study
Mendo Lake Credit Union
shift return for second line if needed]
Ukiah, California
Wolters Kluwer Financial Services’ Deposit Disclosure Program
Helps Mendo Lake Credit Union Operate More Efficiently and
Reduce Waste.
Background
Mendo Lake Credit Union is a community development financial institution that serves more than
17,000 members in the California communities of Lake and Mendocino counties. Headquartered in the
city of Ukiah, the credit union manages four full-service branch locations and has an asset value of
approximately $122 million.
When Mendo Lake Credit Union began searching for a new vendor to help manage its deposit account
disclosures, the credit union sought an outsourcing partner who would be a “one-stop shop.” The
credit union had previously experienced a lot of overlap when using multiple vendors, so finding a
single provider that offered the “whole package” was an important part of streamlining its operations
and reducing costs. Access to a responsive and knowledgeable customer service team as well as a
comprehensive compliance warranty also topped Mendo Lake Credit Union’s vendor wish list.
Why Choose Wolters Kluwer Financial Services?
After struggling with customer service issues from her existing vendor, Marci LaBrash, compliance
officer at Mendo Lake Credit Union, was ready to make a change. When the Wolters Kluwer Financial
Services’ account team contacted her, LaBrash quickly realized that the services they offered met all
of her vendor requirements.
To start, Mendo Lake Credit Union opted to implement Wolters Kluwer Financial Services’ Deposit
Disclosure Program. The Deposit Disclosure Program helps the credit union tailor its deposit
disclosures to its specific policies and delivers them in a variety of mediums, such as electronic
documents, Web Docs, printed disclosures or disclosure text.
“The transition to the Deposit Disclosure Program could not have gone any smoother for our credit
union,” said LaBrash. “Our Wolters Kluwer Financial Services’ account representative checked in with
me daily to ensure all of our needs were being met and to provide project updates. He basically held
my hand throughout the entire process, which made the transition seamless and effortless.”

2. Results
As a result of using Wolters Kluwer Financial Services’ Deposit Disclosure Program, the credit union
has cut its printing costs in half, reduced overhead and eliminated scrap waste. Now, the credit union
either uses electronic documents or prints onsite only what is needed rather than keeping boxes of
preprinted account information brochures on-hand and then discarding them every time updates are
needed.
Wolters Kluwer Financial Services’ Deposit Disclosure Program not only enables Mendo Lake Credit
Union to operate more efficiently, but the reduction in resource output also has significantly reduced
MLCU’s carbon footprint, waste and costs.
Best of all, LaBrash knows that the credit union’s deposit disclosures and account information
brochures are always 100 percent compliant, making her job as a compliance officer much easier.
“It would be impossible for me to stay on top of new compliance requirements and regulation
changes without the expertise that Wolters Kluwer Financial Services provides us,” said LaBrash.
“They not only keep me up-to-date on all compliance matters, but their customer service is
outstanding. As an outsourcing partner, I can honestly say that they have exceeded my expectations
and have never left me wanting something more.”
About Wolters Kluwer Financial Services
Wolters Kluwer Financial Services provides audit, risk and compliance solutions that help financial
organizations improve efficiency and effectiveness across their enterprise. Whether complying with
regulatory requirements, addressing a single key risk, or working toward a holistic risk management
strategy, more than 15,000 customers worldwide count on Wolters Kluwer Financial Services for a
comprehensive and dynamic view of risk management and compliance. With more than 30 offices in
over 20 countries, the company’s prominent brands include: FRSGlobal, ARC Logics for Financial
Services, PCi, Bankers Systems, VMP® Mortgage Solutions, AppOne®, GainsKeeper®, Capital Changes,
NILS, AuthenticWeb™ and Uniform Forms™. Wolters Kluwer Financial Services is part of Wolters
Kluwer, a leading global information services and publishing company with annual revenues of (2011)
€3.4 billion ($4.7 billion) and approximately 19,000 employees worldwide. Please visit our website for
more information.
© Wolters Kluwer Financial Services BC-12-2426 DDP-MLCU-CS 7/12