NAFCU: National Association of Federal Credit Unions | Credit Union Business Lending and Deposit Services

Wolters Kluwer Financial Services

www.WoltersKluwerFS.com

Matt Haupert | 320-240-5214

NAFCU Member-only Benefits

All NAFCU members receive 1st year license fee discounts of 10% on consumer and member business lending and deposit electronic solutions and 5% on consumer and member business paper lending and deposit documents.

Why do so many credit unions place their trust in Wolters Kluwer Financial Services?

Your credit union can save time and money with a trusted provider that understands your compliance, management, and business needs. These are just some of the benefits you gain when you work with us for your compliance and workflow needs:

The experience that’s been accumulated from working with thousands of regulatory changes each year
Solutions and web sites that are recommended by industry associations and consultants
A keen focus on compliance—so you can spend more time on other important aspects of your business
A strong, stable environment from which we can establish long-lasting business relations
Regulatory monitoring of federal and related state laws
An industry-leading product warranty
Some of the best technical service and support in the industry
Professional training—we train over 12,000 financial professionals annually across the U.S.
Alerts whenever mandatory changes affect your Wolters Kluwer Financial Services products
End-to-end support for consumer and member business deposit and lending transactions

Products/Services

ComplianceOne helps credit unions comply with the unique documentation requirements tied to consumer and business-related lending and deposit transactions. The solution provides access to a wide range of lending and deposit-related functionalities, allowing credit unions to choose and activate the ones they need, when they need them. Some of the more in-demand functionalities include dynamic documents, imaging, e-signatures, bar-coding and credit bureau access. Offering credit unions enterprise-wide access to member information, ComplianceOne also allows credit union staff to open new loans and accounts and complete transactions quickly through the solution's common database structure. For more information on ComplianceOne, click here.

ARTA® Lending Documentation System – Simple, easy-to-use software that can help you get started in consumer and business lending, as well as support your agricultural and residential real estate loans using one documentation platform. Click here to view a FREE on-line demonstration of ARTA Lending.

ARTA Deposit Documentation System – Easy-to-use, compliance-driven software that allows you to efficiently generate documents and disclosures for deposit and individual retirement account (IRA) transactions, including those for business members. Click here to view a free on-line demonstration of ARTA Deposit.

Rembrandt® Lending System – Flexible, feature-rich software designed to handle loan documentation for routine and complex transactions (including sophisticated business loans) using dynamic documents that are tailored to each transaction. Click here to view a free on-line demonstration of Rembrandt.

TSoft SBA FormMaster+ – Software that automates the tedious clerical work and calculations associated with Small Business Administration (SBA) loan preparation.

Paper documents – Consumer Deposit and Lending Paper Documents to include:

Account agreements
Applications and authorizations
Account maintenance documents/notices
Electronic Program Brochures
Account Disclosures (AIBs, ASKs, Privacy, TIS, Funds Availability, ETM, Affiliate Marketing, C21)
Certificate of Deposit
Safe Deposit Products
Customer Education Brochures
Consumer Loan Agreements/Applications/Notices
Customer Notification/Education/awareness
Disclosures and Ancillary Documents