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 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.

Select a subscription level: Level 1 - Webinars only Level 2 - Dashboard only Level 3 - Dashboard and webinars Level 4 - Unlimited Q&A Add on - Up-to-date policy templates

Name:

Title:

Financial Institution:

Address:

City:

State:

Zip Code:

E-mail Address:

Phone Number:

To whom should the engagement letter be addressed?

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.

Learn more