Knowledge Hub

Compliance,
explained by practitioners

Field guides on BSA/AML compliance, sponsor-bank oversight, transaction monitoring, and what examiners actually look for, written by the people who sat in the chair. Confident, specific, never hype.

Field Guide

Sponsor-Bank Oversight: A CCO's Field Guide

Who owns what between a sponsor bank and its fintech partners, where partnerships fail an exam, and how to build oversight that produces evidence instead of binders.

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Field Guide

The BSA/AML Program Pillars, Explained

The five pillars in plain language: internal controls, a designated officer, training, independent testing, and customer due diligence. How each one shows up in an exam.

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Field Guide

FinCEN's Proposed AML/CFT Program Rule, Explained

What the proposed program rule (RIN 1506-AB72) would change: an effective, risk-based standard, a mandatory risk assessment tied to the national priorities, and what to do now. A proposal, not yet law.

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Field Guide

How to Write a SAR Narrative That Holds Up

The five W's and how, the anatomy of a strong narrative, a before/after example, the mistakes that draw scrutiny, and a filing-ready checklist.

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Field Guide

AML Program Gap Analysis: A Practitioner's Guide

What it is, when you need one, the benchmarks to measure against, a step-by-step method, how to score gaps, and how to turn findings into a remediation plan that closes.

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Field Guide

BSA/AML Exam Preparation: A Fintech's Field Guide

What the exam tests, how it unfolds, the documents examiners request, where fintechs get caught, and a runbook to be ready before the entry letter arrives.

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Field Guide

BaaS Compliance: What Fintechs Need Before Launch

Why compliance is the launch gate, what your sponsor bank checks in diligence, the program you need at go-live, onboarding and monitoring controls, and a pre-launch checklist.

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Analysis

What Regulators Cite Most in BSA/AML Enforcement

The failures that recur across public enforcement actions, why they trace back to the pillars, and how to find your risk before a regulator does.

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Money Transmitter

Money Transmitter Compliance: A Practitioner's Guide

Who needs a license, the state-by-state reality, the federal MSB layer, the BSA/AML obligations that come with it, and how to stay examiner-ready.

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Money Transmitter

Money Transmitter Glossary

The licensing and money-transmission terms in plain language: MSB, MTL, NMLS, surety bond, permissible investments, control person, and more.

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Australia AML/CTF

Australia AML/CTF Compliance: A Practitioner's Guide

Who is a reporting entity, enrolment with AUSTRAC, the Part A / Part B program, the SMR / TTR / IFTI reports, independent review, and Tranche 2.

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Australia AML/CTF

Australia AML/CTF Glossary

The AUSTRAC-regime terms in plain language: reporting entity, designated service, AML/CTF Program, SMR, TTR, IFTI, Tranche 2, and more.

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Reference

BSA/AML Compliance Glossary

The terms a compliance team actually uses, defined in plain language: SAR, CTR, CDD, EDD, KYC, beneficial ownership, OFAC, sponsor bank, SR 11-7, and more.

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GDPR

GDPR Compliance: A Practitioner's Guide

Who GDPR applies to, the core principles, lawful bases, data-subject rights, DPIAs, the 72-hour breach rule, DPO requirements, and penalties.

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GDPR

GDPR Glossary

The data-privacy terms in plain language: controller, processor, lawful basis, DPIA, DPO, DSAR, SCCs, supervisory authority, and more.

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HIPAA

HIPAA Compliance: A Practitioner's Guide

Who must comply, the Privacy / Security / Breach Notification Rules, the safeguards, risk analysis, BAAs, breach timelines, and enforcement.

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HIPAA

HIPAA Glossary

The HIPAA terms in plain language: PHI, ePHI, covered entity, business associate, BAA, the three Rules, safeguards, minimum necessary, and more.

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CCPA / CPRA

CCPA / CPRA Compliance: A Practitioner's Guide

Who must comply, the consumer rights, sale vs share, service providers vs contractors, notice at collection, the CPPA, and how CCPA differs from GDPR.

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CCPA / CPRA

CCPA / CPRA Glossary

The California privacy terms in plain language: personal information, sensitive PI, business, service provider, sale, share, the CPPA, and more.

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Brazil LGPD

Brazil LGPD Compliance: A Practitioner's Guide

Territorial scope, the legal bases, data-subject rights, controlador / operador / encarregado roles, the ANPD and sanctions, and how LGPD differs from GDPR.

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Brazil LGPD

Brazil LGPD Glossary

The Brazilian privacy terms in plain language: LGPD, ANPD, controlador, operador, encarregado, titular, legal basis, international transfer, and more.

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