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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • UpToDateIndustry-leading clinical decision support
      • OvidThe world’s most trusted medical research platform
      • UpToDate LexidrugEvidence-based drug referential solutions
      • Ovid SynthesisWorkflow solution for clinical practice improvements
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      Expert Insights
      • Donated mobile CDS subscriptions help Ugandan students improve study and patient care
      • Three pillars of healthcare technology predictions in 2023
      • Developing clinical empathy to improve health equity
      • Six challenges to delivering quality healthcare
      • Providing access to evidence-based clinical decision support by land – and by sea
      • Targeting global health inequity
      • Seven predictions for healthcare technology trends in 2022
      • Guiding healthcare language towards inclusivity and equity
      View All Expert Insights
    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • Central Canadian Tax HubCentral hub for all Canadian solutions
      • CCH iFirm® TaxprepCanada’s first cloud-based accounting solution has the flexibility to accommodate increasing demands
      • CCH iFirm®Practice management software
      • TaxprepProfessional tax preparation software
      View All Solutions
      Trending Topics
      • Future Ready Accountant
      Expert Insights
      • Best practices for driving efficiency & flexibility in an accounting firm
      • Tax preparers brace for a stressful tax season
      • 2025 automobile deduction limits and expense benefit rates for businesses
      • Implementation of proposed changes to income tax legislation
      View All Expert Insights
    • ESG

      Offering comprehensive tools and expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.

      ESG Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingDiscover our solution for ESG climate risk and regulatory requirements
      • TeamMateSolutions for auditors
      • EnablonSoftware solutions for risk & compliance, engineering & operations, and EHSQ & sustainability
      View All Solutions
      Expert Insights
      • Top 5 Global Regulatory and Risk Management themes
      View All Expert Insights
    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • CCH Tagetik: Budgeting Planning & ForecastingConnect Finance & Operations. Explainable Predictions. Actionable Insights.
      • CCH Tagetik: Predictive IntelligenceExplainable Predictions. Actionable Insights. Smart Decisions.
      View All Solutions
      Expert Insights
      • The CFO Guide: Finance transformation for banks
      • Navigating liquidity challenges: The future of asset liability management
      • Chartis regulatory reporting solutions: Wolters Kluwer OneSumX leads the way
      • Transform your Bank’s finance operations with OneSumX
      • Outsourcing Vs in-house management of BEPS Pillar Two compliance and reporting
      • Out-sourcing Vs Inhouse BEPS Pillar Two Decision Tree
      • Top 5 Global Regulatory and Risk Management themes
      • Wolters Kluwer BEPS Pillar Two Procurement Checklist
      View All Expert Insights
    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • CCH EngagementTrial balance and workpaper management solution
      • OneSumX for Compliance Program ManagementSolutions for managing your organization’s regulatory compliance requirements
      • TeamMateAudit and assurance solutions for corporate and public sector organizations
      View All Solutions
      Expert Insights
      • The CFO Guide: Finance transformation for banks
      • Navigating liquidity challenges: The future of asset liability management
      • Chartis regulatory reporting solutions: Wolters Kluwer OneSumX leads the way
      • Transform your Bank’s finance operations with OneSumX
      • Outsourcing Vs in-house management of BEPS Pillar Two compliance and reporting
      • Out-sourcing Vs Inhouse BEPS Pillar Two Decision Tree
      • Top 5 Global Regulatory and Risk Management themes
      • Wolters Kluwer BEPS Pillar Two Procurement Checklist
      View All Expert Insights
    • Legal
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    3. Advisory Services
    Advisory Conference Room

    Advisory Services

    Our consultants combine innovative thinking with our unrivaled first-hand industry knowledge to offer our clients a wide array of consulting services in the financial services industry. 
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    Compliance Advisory Services
    • Our Services

      Fortify your compliance program with advisory services and technology solutions from Wolters Kluwer.

      • Community Reinvestment Act
      • Compliance Management
      • Fair and Responsible Banking
      • Fintech
      • Operational Management
      • Small Business Lending Rules for Section 1071 of the Dodd-Frank Act
    • Who We Serve
    • Our Experts
    • Expert Insights
    Today’s world of risk and compliance is characterized by increased volume and complexity of legal requirements at the local, regional and global level. Heightened expectations by regulators for controlling risk and ensuring compliance lead to higher visibility and greater scrutiny of the compliance and risk management functions for financial services organizations.

    Compliance Management

    Innovative consumer compliance management strategies aimed at mitigating risk. 

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    Operational Management

    Services to help you operationalize your compliance. 
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    Fair & Responsible Banking

    Practical insights and advice for building fair and responsible lending programs
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    Community Reinvestment Act

    Strategies to ensure the effectiveness of your CRA program.

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    Fintech

    Whether it is blockchain, cryptocurrency, or other reg tech issues, we have the knowledge, experience, skills and products to assist you.
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    Small Business Lending Rules for Section 1071 of the Dodd-Frank Act
    Services to support compliance with the Consumer Financial Protection Bureau’s Small Business Lending Rules for Section 1071 of the Dodd-Frank Act.
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    Advisory Services
    Tap into our in-depth expertise
    Adapt and thrive in today's ever-changing regulatory environment when you harness the power of knowledge and expertise with Advisory Services. Watch a high-level overview of what to expect when engaging our consultants.
    Featured experts
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    Thomas Grundy
    Thomas Grundy
    Senior Director, U. S. Advisory Services
    With over 33 years of experience Thomas leverages his experience advising compliance and risk management executives on solutions to effectively manage risk in a complex and rapidly changing regulatory environment.
    View Full Bio

    Expert Insights

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    Webinar
    ComplianceDecember 14, 2022
    Annual survey tees up compliance and regulatory concerns for 2023
    By: Timothy BurnistonElaine Duffus
    The Indicator takes the pulse of the U.S. banking industry by measuring trend information on regulatory and risk concerns, realized and anticipated regulatory impacts on institutions, and the level of banks’ current risk management efforts.
    Learn More
    Wiz
    Wiz® technology suite
    The Wiz® technology suite will help you collect, edit, analyze and submit your data. Utilize HMDA Wiz for data management, analysis and submission. Use CRA Wiz for data management, geocoding, analysis, submission and reporting. Fair Lending Wiz is helpful for regression testing, focal point review, analysis and reporting. Enhance your compliance program with the Advisory Consulting Services. Our consultants have backgrounds as regulators, bankers and compliance professionals with experience and expertise to review your CRA, HMDA and Fair Lending management programs, identify areas of vulnerability, assess risks and recommend compliance strategies.  
    Learn More

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