Wolters Kluwer launches deposit and IRA document suite for credit unions
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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.
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Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
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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
New Deposit & IRA Document Suite features a full library of deposit/IRA banking documents, in paper or electronic formats, for credit unions.
Wolters Kluwer Compliance Solutions has launched the Deposit and IRA Document Suite (DIDS), an offering that is tailored for credit unions. The Suite features a full library of deposit and IRA (individual retirement account) banking documents, with access to both tailored and static content, including IRA amendments, and unlimited rights to warrantied deposit disclosure language. This content is available in paper or electronic formats.
The Suite allows credit unions to monitor and adapt content for use at the federal, state and local levels, providing consistent and universal disclosure language. A compliance editor capability provides users with guidance in developing customized text for deposit disclosures.
“Trying to remain competitive, while managing increasingly unpredictable risks, regulations, trends, and consumer demands, is a challenge for many credit unions as they work to serve their members. And in the rapidly evolving financial services environment, where change in financial regulations is a constant, understanding the impact of those changes is critical to success,” said Steven Meirink, Executive Vice President and General Manager, Wolters Kluwer Compliance Solutions.
“Our DIDS solution frees credit unions from having to create their own disclosures—while continually monitoring for changes across multiple jurisdictions,” he added. “By leveraging the Wolters Kluwer team of compliance experts through this solution, users gain the security and confidence in knowing their IRA and deposit documents are consistent and compliant for their members.”
Wolters Kluwer Compliance Solutions is a market leader and trusted provider of risk management and regulatory compliance solutions and services to U.S. banks and credit unions, insurers and securities firms. The business, which sits within Wolters Kluwer’s Governance, Risk & Compliance (GRC) division, helps these financial institutions efficiently manage risk and regulatory compliance obligations, and gain the insights needed to focus on better serving their customers and growing their business.
Wolters Kluwer’s GRC division provides an array of expert solutions to help U.S. financial institutions manage regulatory and risk obligations. Wolters Kluwer Compliance Solutions’ OneSumX® for Regulatory Change Management helps financial institutions effectively manage the enormous breadth, scope and volume of ever-evolving legislative and regulatory changes, providing structured, actionable content to help ensure compliance. Wolters Kluwer Lien Solutions’ iLien Motor Vehicle solution provides for the processing and management of motor vehicle titles and liens, helping solve the most unique and complicated challenges in title perfection. In addition, CT Corporation’s Covid-19 resource center provides businesses and law firms with pandemic-related international, federal and state legislative updates.