Financial Institutions

ComplianceHelp@wipfli.com Subscription

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 experts.

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 – ComplianceHelp@wipfli.com Q&A Up to 50 e-mailed questions per year

  • Includes quarterly ComplianceHelpLive meetings
  • Cost is only $1,500 annually

Level 2 – ComplianceHelp@wipfli.com Unlimited

  • Unlimited e-mailed questions
  • Includes quarterly ComplianceHelpLive meetings
  • Starting at $2,500 annually (option to upgrade from Level 1 to this level after reaching 45 questions)

Level 3 – Quarterly ComplianceHelpLive meetings only

  • $400 annually

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