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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
      • UpToDateHỗ trợ quyết định lâm sàng dựa trên bằng chứng
      • OvidChuyển đổi nghiên cứu thành kết quả
      • Lippincott SolutionsHỗ trợ y tá cải thiện kết quả của bệnh nhân
      • Clinical Natural Language ProcessingTối ưu hóa việc xem xét hồ sơ y tế thủ công
      Challenges
      • Optimizing Clinical Workflows
      • Improving Patient Safety
      • Leveraging Clinical Decision Support
      • Reducing Clinical Variation
      View All Challenges
    • 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 Reporting
      View All Solutions
      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 - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      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
      • 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 - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      • IFRS 9 – Xu hướng, Thách thức và Tác động đối với Hệ thống Ngân hàng Việt Nam
      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
      • TeamMate Audit
      • TeamMate Analytics
      View All Solutions
      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 - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      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
      • Kluwer ArbitrationThe world's unrivalled and indispensable online resource for international arbitration research
      • Enterprise Legal ManagementMarket-leading legal spend and matter management, contract lifecycle management, and analytics solutions
      • Kluwer IP Law The master resource for Intellectual Property rights and registration
      • BizFilings Incorporation services for entrepreneurs.
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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. 

    Learn More

    Operational Management

    Services to help you operationalize your compliance. 
    Learn More

    Fair & Responsible Banking

    Practical insights and advice for building fair and responsible lending programs
    Learn More

    Community Reinvestment Act

    Strategies to ensure the effectiveness of your CRA program.

    Learn More

    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
    View All Experts
    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

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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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