ComplianceHelp@wipfli.com subscription

Financial institution regulatory compliance subscription service

Regulatory compliance is complex and time-consuming, but it doesn’t need to be. Our ComplianceHelp@wipfli.com subscription service is designed to assist your financial institution with routine regulatory compliance questions. Simply email a question to us and receive a response back within one business day from Wipfli’s regulatory compliance professionals.

When you subscribe, you can:

  1. Submit up to 50 emailed federal regulatory compliance questions annually (or upgrade to level 2 for unlimited questions).
  2. Attend ComplianceHelpLive webinars every quarter, or listen to the recorded webinar at your convenience.
  3. Give access to ComplianceHelpLive meetings to an unlimited number of attendees from your financial institution.

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

Level 1 — ComplianceHelp@wipfli.com Q&A

  • Up to 50 emailed questions per year
  • Includes quarterly ComplianceHelpLive meetings
  • Cost is only $2,000 annually

Level 2 — ComplianceHelp@wipfli.com Unlimited

  • Unlimited emailed questions
  • Includes quarterly ComplianceHelpLive meetings
  • $3,000 annually

Level 3 — Quarterly ComplianceHelpLive meetings only

  • $500 annually

Retainer services are also available. A prepaid retainer allows you to use 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.

Let’s get started

Please submit the completed form below to subscribe to ComplianceHelp@wipfli.com. 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 mboortz@wipfli.com. 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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