How we help you
Wipfli’s marketing compliance services help maximize your company’s ability to communicate effectively with the market while protecting your brand.
Navigate state and federal telemarketing regulations.
Increase your visibility while mitigating risk.
Scale your marketing efforts without adding exposure.
Implement embedded, defensible and actively managed compliance.
Compliance that isn’t a bottleneck for growth
Wipfli helps you navigate the rapidly changing global communications landscape with tailored guidance to limit consumer complaints, strengthen compliance and support growth rather than slowing it down.
Explore our marketing compliance services
Wipfli’s experienced team leverages the latest technology to help you achieve and maintain TCPA compliance with support that’s tailored to your needs and growth goals, including post-call data audits, vendor management, compliance training and policy and procedure development.
We help you navigate state requirements and register as a telemarketer across federal and state jurisdictions. Our support streamlines the complex registration process — saving you time, reducing stress and enhancing compliance.
Get access to years of consumer regulatory and customer contact compliance experience right at your fingertips.
Wipfli’s virtual compliance officer services can evaluate your outbound and inbound consumer operations against our best practices models to determine your overall compliance risk. No matter how you conduct your campaigns — by phone, email, text, mail or web — our advisors can help you understand your organization’s risk profile and provide practical steps for closing compliance gaps and mitigating risk.
Our team provides support including:
- Direct marketing campaign reviews that can help you uncover marketing opportunities and navigate the legal and regulatory issues that often create obstacles and uncertainty.
- Policy and procedure development.
- Process implementation.
- Regulatory updates and analysis.
- Operational and technical guidance for your compliance program.
- Vendor due diligence and management.
- Compliance training.
The “set it and forget it” approach to compliance monitoring can leave your company open to federal penalties.
Wipfli offers a broad array of monitoring services to provide insight into your customer engagement activities. We work closely with your organization to tailor a monitoring program customized to your organization’s specific goals and direct marketing activities.
Our compliance monitoring services include:
- Complaints made to the FTC and FCC about calls from your company or vendors
- Compliance with the federal, state and wireless DNC requirements
- Responsible use of automated dialer technology
- Calling time restrictions
- Number spoofing
- Email suppression and disclosure requirements
Third-party assistance with your marketing program introduces both convenience and risk.
Responsibility resides with sellers to prove that an adequate monitoring program is in place. For organizations without proper monitoring, they can still face TCPA class action and enforcement actions for third-party activities regardless of attempts to prevent noncompliance or unlawful marketing.
Wipfli vendor monitoring services help mitigate your third-party risk with support for:
- Developing a formal monitoring program
- Verifying that vendors are operating with full regulator compliance
- Verifying that vendors are following your company’s policies
- Identifying and correcting issues with vendor compliance
Insights and Resources
EVENT | November 3, 2026
November 2026 Uniform Guidance regulation training
Join us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government professionals understand federal grant regulations and how to apply them effectively and avoid common pitfalls in managing federal awards. Led by experienced trainers with years of auditing and consulting knowledge, this session blends regulatory review with real-world examples and actionable insights. Whether you’re new to federal grants or looking to refresh your knowledge, this training will provide the clarity and confidence you need to manage awards responsibly.
EVENT | November 18, 2026
November 2026 Atlanta Uniform Guidance Regulation training
Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization. Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this two-to-four-day review of the administrative and cost principles/allocation sections of the Office of Management and Budget’s (OMB’s) 2 CFR Part 200 — Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).
EVENT | December 1, 2026
Virtual Stronger to Serve 2026
Feel confident and ready to lead your nonprofit into 2027. Join this special online Stronger to Serve event to exhale, regroup with fellow nonprofit professionals and learn actionable strategies to help your organization grow stronger in the new year.
Reach out to our team
Connect with our team and see how we can help protect your brand while driving compliant growth.
Marketing compliance services FAQ
Marketing compliance services focus on helping organizations keep their marketing and customer outreach activities compliant with applicable laws and regulations, while still supporting revenue growth.
Marketing compliance typically covers CAN-SPAN, TCPA, privacy and consent management and other requirements tied to email, text messaging and telemarketing. For organizations, these services can help reduce regulatory exposure, protect customer data and help marketing teams operate with confidence.
Wipfli’s marketing compliance services include:
- Telemarketing compliance: TCPA and state compliance support covering policy and procedure development, call and data monitoring, regulatory updates, training, and operational and technology guidance to reduce litigation risk.
- Vendor management: Ongoing due diligence and monitoring of third-party marketing vendors to verify regulatory compliance, enforce internal policies, and identify and remediate compliance gaps.
- Telemarketing registrations: Centralized management of U.S. state, federal, and international telemarketing registrations, including DNC list access, documentation, renewals, and cross‑border compliance support.
- Managed compliance: Virtual compliance officer services that assess multi‑channel marketing risk, review campaigns, develop and implement policies and processes, manage vendors, and provide ongoing regulatory and compliance guidance.
- Compliance monitoring: Customized monitoring programs tracking complaints, DNC compliance, dialing practices, calling restrictions, email requirements, and vendor activity to proactively detect and address risk.
Our services help organizations navigate complex federal and state outreach regulations without slowing growth. By embedding compliance into day‑to‑day operations and applying deep TCPA, TSR and litigation experience, we help protect your brand and enable confident, compliant customer engagement.
The laws and regulations that apply to marketing compliance in the U.S. are a mix of federal and state requirements. Key federal laws include the TCPA, TSR, CAN-SPAM Act and federal do not call regulations, along with oversight from the FCC and FTC. Many states also impose their own telemarketing, registration, consent and privacy requirements, creating additional complexity.
Non‑compliance in marketing can expose organizations to significant financial, legal and reputational risk. Violations of relevant marketing compliance laws, such as TCPA and TSR, can lead to costly fines, enforcement actions and class action lawsuits that include statutory damages assessed per message or call. Additionally, noncompliance can lead to long-term brand damage, disruptions in marketing operations and increased consumer complaints.
A marketing compliance consultant can help your business by identifying risks, strengthening controls and helping your organization meet state and federal requirements. Wipfli’s consultants support your compliance operations with experienced, practical guidance that helps your teams uncover gaps and address them. With ongoing regulatory insight, operational support and litigation awareness, our consultants help you protect your brand and grow with confidence.
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See how Wipfli can help you implement risk management that supports compliance, productivity and long-term success.
