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Wolters Kluwer Financial Services
Pam Braland | 800-552-9410
Listen to a Podcast
Protecting Your Credit Union from Internal Fraud
Overview
Wolters Kluwer Financial Services is the market leader in providing compliance, credit, and operational risk management solutions to banks, credit unions, mortgage groups, securities organizations, and insurance companies.
One in three credit unions use a Wolters Kluwer Financial Services solution, including more than half of all credit unions with assets of $50 million or more.
Products/Services
Business Lending and Deposit Solutions
There are more than 23 million small businesses in the United States and many are looking for the personal service credit unions provide. By offering small business lending and deposit services, you can help meet your members’ needs, increase their satisfaction, strengthen your relationship with them, and increase their loyalty. Offering business services is a great way to increase deposits and earnings, diversify the risk of your loan portfolio, and provide capital to spur economic growth in your community.
These solutions include:
ComplianceOne is a comprehensive and highly configurable solution that gives credit unions all the tools to create a complete consumer, commercial and mortgage loan as well as an IRA or new deposit account from a compliance, work flow and data perspective on a single delivery platform. ComplianceOne's business lending and deposit functionalities are now part of the NAFCU Services Preferred Partner recommendation.
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 business lending, as well as support your agricultural, consumer, and residential real estate loans using one documentation platform. Click here to view a FREE on-line demonstration of ARTA Lending.
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.
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.
Paper business lending and deposit documents - Including applications, notes, security agreements, account agreements, disclosures, and more. Click here to view lending sample documents and here to view deposit sample documents.
Whether you’re looking to start offering a business line, expand your current offerings, or simply improve the efficiency of your business work flow, Wolters Kluwer can help.
Click here to learn about Wolters Kluwer’s business lending and deposit solutions.
Benefits
o Special NAFCU member discounts - Save on the initial license fee for ARTA Lending, Rembrandt Lending, TSoft SBA FormMaster+, and ARTA Deposit, as well as receive member discounts on our paper business lending and deposit documents.
o Improve compliance effectiveness - Automatically select appropriate documents, increase consistency of your policies, provide better security and control over your lending and deposit functions, and deliver up-to-date documents.
o Increase productivity - Preset and save data for frequently used transactions, make new policies and user-access standards easier to implement, and use timesaving desktop tools that increase efficiency.
o Handle a wide range of transactions - Process a wide range of business, agricultural, construction, consumer, real estate, and home equity loans, as well as business and consumer deposit transactions, such as share savings accounts, share draft/checking accounts, and Share Certificates/Certificates of Deposit.
o Toll-free support - Get answers using our software technical SupportLine and our product support line.
o Timely compliance and regulatory updates - Our large, in-house compliance staff monitors regulatory and legislative activity at both federal and state levels to help you stay on top of changes that may affect your credit union.
o Toll-free support - Get answers using our software technical SupportLine and our product support line.
Company
Wolters Kluwer Financial Services is a leading provider of compliance, content, technology, and services for financial institutions, securities, and insurance. We bring together some of the industry’s most trusted and reliable solutions to help credit unions address compliance requirements, operate efficiently, and increase member loyalty. To learn more, please visit www.WoltersKluwerFS.com.
Listen to a Podcast
Protecting Your Credit Union from Internal Fraud
Watch a Webcast
News
Downloadable Brochures
NAFCU Member-only Benefits
All NAFCU members receive a 10% discount on business lending and deposit electronic solutions and a 5% discount on paper lending and deposit documents.
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