Oak Tree Business Systems, Inc. in Big Bear Lake, California is celebrating their 35th anniversary. “We are thrilled to have served the credit union industry for so many years as one of the leading providers of forms and form packages,” says Richard Gallagher, CEO and President. Oak Tree made its’ mark on the credit union industry as a start up in the early 1980s. At the time, the Truth in Savings Act and RESPA were hot button issues. Changes to these two regulations required updates to any forms package associated with them. Oak Tree alerted its customer base and made sure forms were compliant.
Once the digital age blossomed in the mid-2000s, Oak Tree stayed ahead of the curve by maintaining forms compliance with the Millennium Digital Act, and new privacy issues associated with it. They diligently pursue compliance as a company focus, most recently making sure credit unions are aware of new FOM requirements as they relate to expansion. “Sometimes compliance means making customers aware of the flexibility a rule change offers,” says Richard.
And flexibility is what Oak Tree Business Systems, Inc. is all about. Form packages are available in multiple formats including paper, print on demand and digital. All forms are compliant with state and federal regulations and can be easily integrated with any credit union data processor. Forms may also be customized and themed for brand continuity. Oak Tree Business Systems, Inc. offers comprehensive marketing services for credit unions as well. The past 35 years have seen them grow from a small forms vendor to a recognized industry leader offering multiple resources for credit unions and the industry at large.
About. Oak Tree Business Systems, Inc. is a credit union forms provider with headquarters in Big Bear Lake, California. They offer comprehensive compliant forms and disclosure packages for credit unions in multiple formats along with their marketing department which helps credit unions create effective targeted campaigns to achieve their marketing goals. Their product and service scope includes membership documents, consumer lending, home equity lending, business membership lending, spanish forms, compliance support, forms output, data linking, training and marketing services. CEO, Richard Gallagher, is regularly featured in the Credit Union Journal as a thought leadership contributor. For more information on forms packages and compliance, call 1-800-537-9598, email ClientServices@OakTreeBiz.com, or fill out this contact form.