Advisory Services

Wolters Kluwer advisory services offer access to the expertise necessary to compete and thrive in today's challenging environment. 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.

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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Featured experts

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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.

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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

Senior Director, Compliance Center of Excellence

Kris Stewart is Principal Regulatory Consultant and Senior Manager at Wolters Kluwer.

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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.

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Expert Insights

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.

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