Wolters Kluwer Financial Services

Corporate Fact Sheet

Wolters Kluwer Financial Services is a market-leader in providing innovative and trusted regulatory compliance solutions to banking, mortgage, indirect lending, securities and insurance organizations to help improve their business processes and minimize risk. The company accomplishes this by using its industry and content expertise, analytics, technology and services.

More than 15,000 financial services organizations look to Wolters Kluwer Financial Services to help address compliance and operational risk management issues in the areas of:

  • Consumer, commercial, mortgage and indirect lending
  • Privacy
  • New accounts opening and disclosures
  • Customer identification, anti-money laundering and fraud prevention
  • Individual retirement accounts and Health Savings Accounts
  • Securities compliance
  • Insurance compliance

Wolters Kluwer Financial Services provides solutions and services in many formats. Customers can choose which delivery method is most effective and efficient for them. Our solutions and services include:

  • Stand-alone software
  • Integrated and Internet-hosted solutions
  • Paper and electronic documents
  • Analytics
  • Training
  • Compliance and product support
  • Professional consulting and advisory services

Wolters Kluwer Financial Services brings together many of the most respected and proven brands in the financial services industry, most of which hold the number 1 or 2 position in the markets they serve. Our industry-leading brands include:

  • AppOne®
  • AuthenticWeb™
  • Bankers Systems
  • Capital Changes
  • Compliance Resource Network
  • ComplianceOne®
  • Desert Document Services®
  • Expere®
  • GainsKeeper®
  • GulfPak
  • NILS INsource®
  • PCi
  • Uniform Forms™
  • VMP® Mortgage Solutions
Wolters Kluwer Financial Services is part of and backed by Wolters Kluwer, the world's third largest information services company with sales of €3.4 billion ($4.8 billion) in 2007. Wolters Kluwer employs approximately 19,500 people worldwide.

Wolters Kluwer Financial Services Quick Facts:

President and CEO:  Brian Longe
Headquarters:  Minneapolis, Minn.
Total Employees:  1,200
Incorporated:  January 2006
Parent Company:  Wolters Kluwer

Market reach quick facts:

  • More than 80% U.S. banks, including 90% of those with more than $10 billion in assets
  • 90 of top 100 U.S. lenders
  • More than 75% of U.S. mortgages are documented with one or more of our solutions
  • More than 85% of national insurance organizations and 1,200 insurers nationwide
  • IRS uses Capital Changes to obtain information on cost basis consequences
  • Nearly 80% of tier-one securities and commodities firms
  • GainsKeeper has processed over 230 million trades for more than 2.8 million users
Quick Links Media Contacts

Jennifer Marso
Director of Corporate Communications for Wolters Kluwer Financial Services
612.852.7912
Email Jennifer

Charles Miller
Senior Public Relations Specialist
Banking, Mortgage and Credit
Unions
320.240.5457
Email Charles

Angela Peterson
Senior Public Relations Specialist
Securities, Insurance and Indirect Lending
612.656.7745
Email Angela