Wolters Kluwer Financial Services | Wolters Kluwer
  • Managing Risk Throughout the Lending Lifecycle
    Managing Risk Throughout the Lending Lifecycle
  • Risk Technology Awards
    Wolters Kluwer Wins Risk Magazine’s Regulatory Reporting System of the Year Award
  • Reg Change Article
    The case for regulatory change management

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.


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.


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.

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.

Explore Insights

IRS Releases New Cryptocurrency Tax Guidance on Hard Forks, Lot Relief and More

(Published October 15, 2019) On Wednesday, October 9, 2019, the IRS released two important items addressing key tax questions that arise in connection with cryptocurrency (such as Bitcoin, Ethereum and more) sold, exchanged or received by taxpayers: Rev. Rul. 2019-24 regarding the tax consequences of hard forks and a Virtual Currency FAQ containing 43 questions. The last substantive guidance on cryptocurrencies issued by the IRS was Notice 2014-21, over five years ago.

Hong Kong Fintech week 2019

(Live Seminar November 6-7, 2019) Wolters Kluwer will be at the Hong Kong Fintech week 2019, this year being held at the AsiaWorld-Expo .The event is said to be Asia’s most anticipated international financial technology event of the year bringing together over 10, 000 executives, entrepreneurs, investors and regulators from China, Asia and across the world.

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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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