Financial institution regulatory compliance subscription service
Regulatory compliance is complex and time-consuming, but it doesn’t need to be. Our ComplianceHelp@wipfli.com subscription service is designed to assist your financial institution with routine regulatory compliance questions. Simply email 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 up to 50 emailed federal regulatory compliance questions annually.
- Attend ComplianceHelpLive webinars every quarter, or listen to the recorded webinar at your convenience.
- Give access to ComplianceHelpLive meetings to an unlimited number of attendees from your financial institution.
Subscription levels (based on an annual, calendar-year renewal):
Level 1 — ComplianceHelp@wipfli.com Q&A
- Up to 50 emailed questions per year
- Includes quarterly ComplianceHelpLive meetings
- Cost is only $2,000 annually
Level 2 — ComplianceHelp@wipfli.com Unlimited
- Unlimited emailed questions
- Includes quarterly ComplianceHelpLive meetings
- $3,000 annually
Level 3 — Quarterly ComplianceHelpLive meetings only
- $500 annually
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.
