
Wolters Kluwer Compliance Solutions hosts digital banking assets informational webinar
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Expert panel to share insights on managing digital HELOCS, eMortgages, and other digital assets
Simon Moir, Vice President and Segment Leader, Banking Compliance, at Wolters Kluwer Compliance Solutions, will lead a panel of industry experts exploring key elements of effective digital lending programs in a complimentary, virtual event, “Trends, Best Practices, and Technology for eMortgages, HELOCs, and Other Digital Assets,” from 3–4 pm EDT on Tuesday, August 9.
Moir will serve as moderator in this panel discussion featuring Craig Focardi, Senior Analyst, Banking, for Celent, a leading research and advisory firm focused on technology for financial institutions globally; Rick Sharga, Executive Vice President, ATTOM, a leading provider of comprehensive real estate data for companies in the real estate, mortgage, insurance, finance and government markets; and James Milne, Product Manager, for Rocket Mortgage, an early adopter of digital asset transactions and the nation’s first lender to use eNotes in closing a Ginnie Mae-backed loan.
Attendees will learn about emerging best practices and the benefits of originating digital Home Equity Lines of Credit (HELOCs)—including increased transparency of digital transactions, more accurate data extraction, and improved monetization opportunities—as opposed to paper- or PDF-based transactions. The session will look at lenders’ increasing focus on growing their home equity business in light of the recent drop-off in cash-out refinancing, using expert insights and customer use cases and proof points to illustrate these capabilities.
“There is increasing recognition of the benefits that digital tools can bring to the mortgage lending space, as lenders leverage the concepts of digital HELOCs, eMortgages and OmniVault technology, which can help them secure and manage all of their eAssets on a single platform,” said Moir. “With mortgage refinancing down and homeowners enjoying high home equity gains, mortgage lenders are focusing increasingly on home equity lending. They are also viewing this as an opportunity to positively impact and further differentiate their customer experience via digital HELOCs and extend their digital asset creation to home equity. This session aims to show how eMortgage and digital lending technologies, specifically the eVault, gives institutions simple, consistent ways to originate and manage all digital real estate assets across their entire organization.”
Governance, Risk & Compliance is a division of Wolters Kluwer, which provides legal and banking professionals with solutions to help ensure compliance with ever-changing regulatory and legal obligations, manage risk, increase efficiency, and produce better business outcomes.
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