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 to us and receive a response back within one business day from Wipfli’s regulatory compliance professionals.
When you subscribe, you can:
- Submit federal regulatory compliance questions.
- Attend ComplianceHelpLive webinars every quarter or listen to the recorded webinar at your convenience.
- Give access to ComplianceHelpLive webinars to an unlimited number of attendees from your financial institution.
Quarterly ComplianceHelpLive webinars include:
- 90-minute updates on compliance regulations and hot topics facilitated by a Wipfli compliance specialist.
- Downloadable materials.
- Unlimited attendees from your financial institution.
Subscription levels (based on an annual, calendar-year renewal):
Level 1: Webinars only
- Access Wipfli’s quarterly ComplianceHelp live webinars and compliance officer roundtables that occur every following week.
- $1,200
Level 2: Dashboard only
- Access our ComplianceHelp dashboard and our compliance alerts service. (This level does not include access to our Q&A service.)
- $1,500
Level 3: Dashboard and webinars
- Access our dashboard, quarterly webinars and alerts. (This level does not include access to our Q&A service.)
- $2,500
Level 4: Unlimited Q&A
- Gain full access to all our ComplianceHelp services, including unlimited Q&A with our specialists, dashboards, alerts, webinars and our compliance officer roundtables.
- $5,000
Add-on: Up-to-date policy templates
- Add access to our growing list of compliance policy templates to your current subscription.
- $1,000
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.
Additional services: ComplianceHelp services are on the horizon, we look forward to presenting those to you in the near future.