Advisory Consulting Services

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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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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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 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, Specialized Consulting

Kris Stewart is a senior director in Wolters Kluwer’s Decision Science group.

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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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