Wolters Kluwer Financial Services | Wolters Kluwer
  • Managing Risk Throughout the Lending Lifecycle
    Managing Risk Throughout the Lending Lifecycle
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  • Risk Technology Awards
    Wolters Kluwer Wins Risk Magazine’s Regulatory Reporting System of the Year Award
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  • Reg Change Article
    The case for regulatory change management
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Wolters Kluwer provides a broad range of services and software solutions to help banks, credit unions, brokerage funds, mutual funds, hedge funds, leasing and insurance companies meet their complex and ever-changing compliance and regulatory obligations.

We embed unmatched expertise into our award-winning solutions to address compliance and regulatory challenges at all levels of the organization.

What we offer

Banking Product Compliance

Leading edge solutions for financial institutions to simplify workflows, drive efficiencies and ensure compliance across many products, from deposit accounts to home mortgages, commercial loans, insurance and investment. Our solutions help you navigate regulatory changes efficiently and embed compliance at every stage, from origination through ongoing servicing.

 

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Regulatory Compliance

The OneSumX suite of integrated regulatory compliance solutions provides financial institutions with unparalleled capabilities to analyze, interpret and address their global regulatory reporting and enterprise compliance management obligations.

 

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Insurance Solutions

We offer the industry's most trusted and relied upon solutions to manage the insurance compliance process, and a common platform to monitor and report on compliance risks.

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Audit Solutions

Our solutions empower audit departments of all sizes to more efficiently manage the audit process, spending less time documenting and reviewing and more time providing value-added services.

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Explore Insights

Individual Retirement Accounts: Qualified Charitable Distributions Revisited

(Published October 21, 2019) For several years the rules have allowed for tax-fee individual retirement account (IRA) distributions, if the distributions are paid directly to a qualified charity. This provision of the tax law is referred to as a qualified charitable distribution and allows eligible IRA owners and beneficiaries to give to a charitable organization and reduce their federal income tax liability at the same time.

Basic Concepts for Managing Third-Party Risk

(Published October 16, 2019) In this National Mortgage Professional magazine article, Thomas Grundy elaborates on the various risks that may emerge for financial institutions—operational, credit, compliance, reputational and strategic—when there is misalignment of goals between an institution and its third-party partners.

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RegTech and SupTech 2025
 

What does the future hold for RegTech and SupTech?

 
 
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Interconnections between IRRBB and liquidity management
 

Interconnections between IRRBB and liquidity management

 
 
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FATF evaluation underlines AML and CTF urgency for Chinese banks
 

FATF evaluation underlines AML / CTF urgency for Chinese banks

 
 
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