Meridian Regulatory

Independent AML Testing & Regulatory Advisory

Structured, regulator-ready compliance advisory for financial institutions operating in complex supervisory environments across the United States.

Serving Financial Institutions Nationwide

Objective. Methodical. Defensible.

Institutional Focus

Meridian Regulatory provides independent, risk-based compliance reviews aligned with regulatory and bank supervisory expectations. Engagements are structured to withstand examination scrutiny and institutional oversight.

The firm focuses exclusively on regulated financial services organizations operating in complex supervisory environments.

Core Engagement Areas

Independent BSA/AML Program Review

Critical evaluation of governance, internal controls, and program oversight.

Enterprise-Wide Risk Assessment (EWRA)

Analysis and validation of inherent risks, geographical exposure, and control efficacy.

Regulatory Remediation & Validation

Independent validation of actions following examination findings or audit observations.

Bank & Sponsor Readiness Advisory

Strategic advisory for organizations navigating sponsor-bank and correspondent relationships.

Engagement Methodology

01

Governance & Documentation Review

02

Control Walkthroughs

03

Sample-Based Testing

04

Risk Assessment & Gap Analysis

05

Executive Reporting & Board Briefing

Who We Serve

  • Fintech & Payment Platforms
  • Money Services Businesses (MSBs)
  • Cross-Border Payment Firms
  • Sponsor-Bank Dependent Entities

Serving clients nationwide.

Credentials

Professional Credentials

  • CAMS | CFE | CIA | PMP | RMP

Experience Includes

  • State Regulatory Oversight Exposure
  • Bank-Facing MSB Review Analysis
  • Fintech Compliance Leadership
  • Enterprise Risk Framework Design

Meridian Regulatory accepts a limited number of engagements annually.

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