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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
      • UpToDateEvidence-based clinical decision support
      • OvidThe world’s most-trusted medical research platform
      • 5-Minute ConsultEssential resource for general physicians
      • Lippincott for Healthcare Education and PracticeAccess full portfolio of books and electronic content
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      Challenges
      • Improving patient outcomes
      • Managing population health
      • Reducing healthcare costs
      • Optimizing telehealth and virtual care
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      • Starting medical school the right way
      • Don't go it alone: Mentoring in medical education
      • How to connect with senior medical students
      • Is the lockdown making your patients sicker?
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    • 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
      • CCH iFirmPractice management software
      • CCH Audit AutomationAudit Automation software
      • CCH Tax Online Online Direct Tax and GST content for India
      • CCH Direct Tax OnlineOnline Direct Tax content for India
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      Expert Insights
      • Making IT work
      • Why audit automation is now a business imperative: The M. Bhaskara Rao & Co. success story
      • SaaS keeps data under your control, just not under your roof
      • Enhancing fund transfer pricing (FTP) systems at a time when they are needed most
      • Low Interest Rates - Side effects in risk and profitability management
      • Capital Gains
      • Significant Economic Presence for taxing business income is operationalised by CBDT
      • Risk adjusted performance management - A pro-active approach
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    • 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
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      Expert Insights
      • Why audit automation is now a business imperative: The M. Bhaskara Rao & Co. success story
      • Leading Australian ADI chooses our OneSumX for Basel solution
      • Unleash the power of your finance systems
      • Infographic: Basel III to Basel IV adaptations
      • Basel and climate risk: How will guidelines evolve?
      • Finance Transformation: Getting the most from your team for improved financial performance and control
      • Insights Magazine - Issue 16
      • Optimizing balance sheets and leveraging risk to improve financial performance
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    • Compliance

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

      Compliance Overview
      Solutions
      • TeammateSolutions suite for auditors
      • OneSumX® for Complaint ManagementCentralized and automated process to manage, resolve and report on complaints
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • EnablonSoftware solutions for Risk & Compliance, Engineering & Operations, and EHSQ & Sustainability
      View All Solutions
      Expert Insights
      • Leading Australian ADI chooses our OneSumX for Basel solution
      • Unleash the power of your finance systems
      • Infographic: Basel III to Basel IV adaptations
      • Basel and climate risk: How will guidelines evolve?
      • Finance Transformation: Getting the most from your team for improved financial performance and control
      • Insights Magazine - Issue 16
      • Optimizing balance sheets and leveraging risk to improve financial performance
      • Banks, ESG and Climate Risk Management: New models for new risks
      View All Expert Insights
    • Legal

      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

      Legal Overview
      Solutions
      • LegiswayAll-in-one legal management software
      • KleosCloud-based practice management technology
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      Expert Insights
      • Panel: Modelling Climate Risk - a Bank's Perspective
      • SaaS keeps data under your control, just not under your roof
      • Enhancing fund transfer pricing (FTP) systems at a time when they are needed most
      • Regulatory Change & Reporting Forum
      • How to maximize profitability and minimize risk with dynamic stress testing
      • Market Insights Netherlands 2021
      View All Expert Insights
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    3. Advisory Services
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    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
      • Community Reinvestment Act
      • Compliance Management
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      • Operational Management
      • Fintech
    • Who We Serve
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    • 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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    We’re here to help you on your Bitcoin journey
    With all new things comes change. U.S. banks and credit unions can compliantly offer Bitcoin services with less risk while meeting client demand.
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    Advisory Services
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    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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    Stevie Conlon
    Stevie D. Conlon
    Vice President, Tax & Regulatory Counsel: Investment Compliance; U.S. Advisory Services

    Stevie D. Conlon, vice president, tax and regulatory counsel for Wolters Kluwer leads the firm’s U.S. Advisory Services group and Investment Compliance Solutions.

    View Full Bio
    Timothy Burniston
    Timothy Burniston
    Senior Advisor, Regulatory Strategy

    Timothy R. Burniston joined Wolters Kluwer in December 2011 to lead the company’s Risk and Compliance consulting practice. Under his leadership, the practice grew significantly in scope and now enjoys a national reputation for excellence.

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    Kris Stewart
    Kris Stewart
    Senior Director, Compliance Center of Excellence
    Kris Stewart is Principal Regulatory Consultant and Senior Manager at Wolters Kluwer.
    View Full Bio
    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

    People in office
    Article
    ComplianceSeptember 05, 2018
    A Look at the OCC’s CRA Modernization ANPR
    By:Wolters Kluwer Compliance Solutions staff
    The OCC issued an ANPR for the CRA on August 28, 2018 and this article reviews the comments made in 6 areas of CRA in this report.
    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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