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ComplianceHelp subscription

Financial institution regulatory compliance subscription

Regulatory compliance is complex and time-consuming, but it doesn’t need to be. Wipfli’s ComplianceHelp subscription is designed to assist your financial institution with routine regulatory compliance questions. Simply send us a question and promptly receive a response from Wipfli’s regulatory compliance professionals.

When you subscribe, you can:

  1. Submit federal regulatory compliance questions.
  2. Attend quarterly ComplianceHelp webinars for an unlimited number of attendees from your financial institution.
  3. Give access to ComplianceHelp webinars to an unlimited number of attendees from your financial institution.
  4. Access our compliance dashboard containing tools, reminders, regulatory alerts and more.
  5. Attend our quarterly compliance and BSA round tables to brainstorm with peers.

Paid subscription includes access to our:

  • ComplianceHelp dashboard, compliance alerts, calendar and more.
  • Quarterly ComplianceHelp webinars that include:
    • 90-minute updates on compliance regulations and hot topics facilitated by Wipfli’s knowledgeable regulatory compliance professionals.
    • Updates on compliance regulations and hot topics.
    • Unlimited attendees from your financial institution.
    • Downloadable materials that you can share with others in your financial institution.
    • On-demand webinar recordings.
  • Quarterly compliance and BSA roundtables to brainstorm with peers.
  • Growing list of compliance policy templates:
    • Help ensure your policies are up to date.
    • Customize our templates to incorporate your process.
    • Gain peace of mind knowing that if something changes, the templates will be updated and available to you.
  • Unlimited Q&A with our specialists to help you and your team address your compliance questions.*

           *Subscription without Q&A is available.

Lets get started:

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

If you have any questions or would like additional information about this service, please email our client experience team, and they will be happy to help.

Please confirm the details of your subscription request. After submitting this form, you will receive a confirmation email from our client experience team that will include pricing.
Thank you for your interest. If you have any questions please contact Melissa Blaser at mblaser@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.
Regulatory Compliance Services
Today’s ever-changing regulatory environment makes it difficult for financial institutions to maintain an effective compliance program. Wipfli's professional compliance team can help.
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