Financial institution regulatory compliance subscription service

This subscription service is designed to assist your financial institution compliance staff. Simply e-mail a question to us and receive a response back within one business day from our Wipfli regulatory compliance professionals.

Subscribe now and enjoy:

  1. A subscription that includes 50 e-mailed compliance questions annually
  2. Access to Wipfli financial institution regulatory compliance experts
  3. ComplianceHelpLive meetings occur on site at eight locations on three different dates each quarter or eliminate travel time and cost and join by phone toll free
  4. An unlimited number of attendees from your financial institution can participate in the ComplianceHelpLive meetings

Subscription levels - based on an annual renewal (calendar year):

Level 1 – Q&A Up to 50 e-mailed questions per year

  • Includes quarterly ComplianceHelpLive meetings
  • Cost is only $2,000 annually

Level 2 – Unlimited

  • Unlimited e-mailed questions
  • Includes quarterly ComplianceHelpLive meetings
  • Starting at $3,000 annually (option to upgrade from Level 1 to this level after reaching 45 questions)

Level 3 – Quarterly ComplianceHelpLive meetings only

  • $500 annually


Retainer services are also available. A prepaid retainer allows you to utilize our compliance services for more than just questions; we can also assist with reviewing policies, disclosures and other documents, as needed.

If you choose not to subscribe, compliance consulting services are still available and will be billed on an hourly basis.

Please submit the completed form below to subscribe to and an engagement letter will be sent to you in the next 10 business days, for you to approve and sign.

Thank you for your interest. If you have any questions please contact Mary Boortz at Upon submission of the form, an engagement letter will be sent to you in the next 10 business days, for you to approve and sign.
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