Wolters Kluwer Financial Services | Wolters Kluwer
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Wolters Kluwer provides a broad range of services and software solutions to help banks, credit unions, brokerage funds, mutual funds, hedge funds, leasing and insurance companies meet their complex and ever-changing compliance and regulatory obligations.

We embed unmatched expertise into our award-winning solutions to address compliance and regulatory challenges at all levels of the organization.


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What we offer

Banking Product Compliance

Leading edge solutions for financial institutions to simplify workflows, drive efficiencies and ensure compliance across many products, from deposit accounts to home mortgages, commercial loans, insurance and investment. Our solutions help you navigate regulatory changes efficiently and embed compliance at every stage, from origination through ongoing servicing.


Regulatory Compliance

The OneSumX suite of integrated regulatory compliance solutions provides financial institutions with unparalleled capabilities to analyze, interpret and address their global regulatory reporting and enterprise compliance management obligations.


Insurance Solutions


We offer the industry's most trusted and relied upon solutions to manage the insurance compliance process, and a common platform to monitor and report on compliance risks.

Audit Solutions

Our solutions empower audit departments of all sizes to more efficiently manage the audit process, spending less time documenting and reviewing and more time providing value-added services.

Explore Insights

CARES Act Waives IRA Required Distributions for Everyone in 2020

(Published March 30, 2020) On March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act. Included in the legislation are some significant retirement plan provisions including the ability to take penalty-free distributions from an individual retirement account for Coronavirus purposes and a waiver of 2020 required minimum distributions.

SECURE Act Update: Qualified Birth or Adoption IRA Transaction Reporting

(Published March 6, 2020) The Setting Every Community Up for Retirement Enhancement Act of 2019 (i.e. the SECURE Act) was passed on December 20, 2019 and includes a provision that allows qualified birth or adoption distributions from an IRA. Additionally, in some cases an individual can repay these distributions to his/her IRA. This article explains the reporting requirements for these transactions.

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RegTech and SupTech 2025

What does the future hold for RegTech and SupTech?

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Interconnections between IRRBB and liquidity management

Interconnections between IRRBB and liquidity management

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FATF evaluation underlines AML and CTF urgency for Chinese banks

FATF evaluation underlines AML / CTF urgency for Chinese banks

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