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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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    • 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
      • TeamMateTổng quan về Giải pháp
      • TeamMate AnalyticsPhân tích dữ liệu
      • TeamMate AuditQuản lý thế giới kiểm toán phức tạp một cách tốt hơn trong toàn bộ quy trình làm việc
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      View All Solutions
      Expert Insights
      • Saniza & Co improves efficiency and accuracy in audit delivery with CCH ProSystem fx Engagement
      • CCH iFirm enables improved workflow management for RCB Advisors
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Enhancing your audit practice reviews
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      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
    • 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
      View All Solutions
      Expert Insights
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      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
      • TeamMateTổng quan về Giải pháp
      • TeamMate AnalyticsPhân tích dữ liệu
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      Expert Insights
      • Triển khai hiệu quả chiến lược phân tích dữ liệu kiểm toán nội bộ hiệu quả
      • Thay đổi bộ phận kiểm toán nội bộ - Tổ chức truyền tải nội dung thông qua phát triển văn hóa cải tiến liên tục kiểm toán nội bộ
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      • TeamMate Analytics cất cánh cùng Singapore Airlines
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      View All Expert Insights
    • Legal
    1. Back to Expert solutions for leading professionals >
    2. Back to Solutions >
    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.
    Learn More
    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.
    Learn More
    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
    ComplianceTháng Mười Hai 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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