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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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    Primary Navigation
    • 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
      • UpToDateClinical decision support resource
      • OvidThe world’s most trusted medical research platform
      • LexicompEvidence-based drug referential solutions
      • Sentri7Award-winning infection control and monitoring
      View All Solutions
      Challenges
      • Improving patient outcomes
      • Managing population health
      • Reducing healthcare costs
      • Optimizing telehealth and virtual care
      View All Challenges
      Expert Insights
      • Extending the nursing care team’s reach and partnership with patients
      • Three steps for launching pharmacy standards that reduce variation in care
      • Your data is the problem: Challenges in mapping patient problem lists and diagnoses
      • Prevention of non-ventilator health care-associated pneumonia
      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
      • Tax & Accounting U.S. HubCentral hub for all U.S. solutions
      • CCH Axcess™ SuiteCloud-based tax preparation and compliance, workflow management and audit solution
      • CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow software tools
      • TaxWise®Tax Preparation Software for Tax Preparers
      View All Solutions
      Expert Insights
      • Arizona individual income tax rates update
      • ESG planning for internal audit in 3 easy steps
      • ISSB announces outline of actions to deliver global baseline of sustainability disclosures
      • 3 frequently asked questions about audit analytics
      • ABA tax meeting reviews IRS FAQs
      • Tax relief for New Mexico victims of wildfires and straight-line winds
      • ESG and your role as an internal auditor: An IIA perspective
      • Support clients and increase your revenue with predictive intelligence you can leverage today
      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
      • Lien SolutionsMarket leader in UCC filing, searches, and management
      • eoriginaleOriginal securely digitizes the lending process from the close to the secondary market
      View All Solutions
      Expert Insights
      • Address ESG evolving requirements and drive sustainable strategies
      • A new view of ESG: Before you establish your ESG reporting process, read this
      • APAC Digital Banks: Speed to market with sustainable success
      • ESG planning for internal audit in 3 easy steps
      • Wolters Kluwer has been recognized in the 2022 Gartner® Magic Quadrant™ for Supply Chain Planning Solutions
      • Consolidation & Close demo
      • 3 frequently asked questions about audit analytics
      • The future of xP&A and supply chain planning – Part 1
      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
      • TeamMateSolutions suite for auditors
      • EnablonSoftware solutions for risk & compliance, engineering & operations, and EHSQ & sustainability
      • CT CorporationRegistered agent & business license solutions
      View All Solutions
      Expert Insights
      • Outsourcing: An integral part of managing midsize business growth
      • How to make an S corporation election
      • APAC Digital Banks: Speed to market with sustainable success
      • Q1 2022 Digital Transformation Index Reveals Trends Disrupting Automotive Finance
      • BowTieServer APIs in v 11 - Connecting your bowtie data with other applications
      • The role of independent directors and managers in large financing transactions
      • ESG planning for internal audit in 3 easy steps
      • Women in secured finance 2022: Leading the way forward
      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
      • Enterprise Legal ManagementMarket-leading legal spend and matter management, contract lifecycle management, and analytics solutions
      • BizFilingsIncorporation services for entrepreneurs.
      • LegiswayAll-in-one legal management software.
      • Manual IPThe most comprehensive and detailed resource for IP professionals.
      View All Solutions
      Expert Insights
      • Achieve great outcomes with a phased approach to matter management
      • Checklist: Why you should choose AI-powered legal bill review
      • Legal Leaders Exchange - Podcast Episode 9
      • Infographic: Creating a legal technology roadmap
      • Top five benefits of adding artificial intelligence to legal bill review
      • Legal Leaders Exchange: Learning from Microsoft’s success
      • eBook: The Challenges of Matter Lifecycle Management
      • Appoint a registered agent or contract agent for service of process in a private contract?
      View All Expert Insights
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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. 
    Link to RMI form on page
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    Secondary Navigation
    Compliance Advisory Services
      • Community Reinvestment Act
      • Compliance Management
      • Fair and Responsible Banking
      • Operational Management
      • Fintech
    • 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.
    Learn More
    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.
    Learn More
    Advisory Services
    Watch Video
    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.

    View Full Bio
    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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