Regulatory Resiliency

Avoiding primary factors of consent orders that have shut BaaS Provider/Fintech down

We’re sharing this matrix, developed by industry advisors and regulatory agencies, to highlight the key factors that have led to consent orders in BaaS programs. While a consent order against a sponsor bank doesn’t necessarily shut down a fintech program, it can significantly disrupt operations, growth, and resource allocation.

As we expand our partner banking initiatives, we’re taking a deliberate, risk-aware approach that prioritizes regulatory alignment and long-term stability. This includes:

  • Full transparency with regulatory agencies around every program we launch
  • Maintaining bank-owned data, accounts, and transaction records in line with FDIC standards
  • Ensuring continuity of customer access — even in the event of a fintech partner exiting — to reduce legal exposure and protect end users

This framework is designed not just to meet today’s expectations, but to future-proof our partnerships and avoid the pitfalls that have impacted other BaaS models.

BSA/AML
  • Bank-controlled
  • Bank-defined rules
  • Bank-decisioning
Program Liquidity Management
  • Real-time end-user account access
  • Segregated program operating accounts
  • Automated Settlement Operations to Bank operating accounts (no money gets lost)
Real-Time Access
  • No data transfers needed – Bank already has full access to all customers, accounts, transactions
  • Centralized Console for Bank and Fintech “one version of truth”
Fallback Options
  • Built-in deposit resiliency
  • Bank can provide customer access to funds as DR plan
Documented Procedures
  • Documented and visible operating account structure
  • Defined funds flow and payment processes
  • Settlement to FFIEC compliant core system
3rd Party Risk Management
  • Eliminate risk of BaaS middleman with ledger outside bank control
  • Bank owns direct contract with Fintech / Brand

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