Partnerships Based on Trust

As the recognized leader for compliance and technology solutions in the financial services industry, Wolters Kluwer Financial Services knows our success is only as strong as our partner relationships. So, we’re committed to our partners for the integration and distribution of our products and services. And, we invest heavily in their success to ensure customer satisfaction is maintained at the highest level.

Our alliance business philosophy is simple—it begins and ends with trust. Trust in our compliance, trust in our products, trust in our services, and trust in the stability and integrity of our organization. This philosophy has established Wolters Kluwer Financial Services as the industries largest and most dependable provider of compliance through alliance-related channels of distribution, with the broadest base of enterprise-wide compliance products and services available.


Reseller/Referral Partnerships

Our reseller and referral partners smoothly integrate our knowledge and experience into their own software and solutions as a standard component. When you choose to purchase platform automation solutions from one of these partners, you can automatically be connected to the benefits of Wolters Kluwer Financial Services solutions.

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ADP
Hoffman Estates, IL

Advent
San Francisco, CA

Andera, Inc.
Providence, RI

ARGO Data Resource Corporation
Richardson, TX

Associated Software Consultants, Inc. (ASC)
Middleburg Heights, OH

ATLOS, LLC
Baton Rouge, LA

Atris Technology
Gainesville, FL

Automated Lending Solutions (ALS) Alpharetta, GA

Benchmark Technology Group
Alpharetta, GA

Cardinal Software, Inc.
Austin, TX

Carleton Inc.
South Bend, IN

CMSI
Annapolis Junction, MD

Compass Technologies, LLC
Buford, GA

Computer Services, Inc. (CSI)
Paducah, KY

Connecticut On-Line Computer Center, Inc.
Avon, CT

Creative Thinking, Inc.
Lincoln, NE

DMD (aka Del Mar Datatrac)
San Diego, CA

Data Center, Inc. (DCI)
Hutchinson, KS

Digital Banking Solutions
Augusta, GA

Dorado Corporation
San Mateo, CA

eDominate
Phoenix, AZ

eMagic.com, LLC
Milwaukee, WI

Equifax Enabling
Technologies

Baton Rouge, LA

FICS
Addison, TX

Fidelity Integrated Financial Solutions
Atlanta, GA

Fidelity National Information Services
Alpharetta, GA

Fidelity National Information Services
Jacksonville, FL

Financial Services, Inc.
Glen Rock, NJ

Fiserv
Brookfield, WI

Fiserv CF
Houston, TX

Fiserv Cleartouch
Brookfield, WI

Fiserv Galaxy
Troy, MI

Fiserv easyLENDER
Lake Mary, FL

Fiserv Precision
Sioux Falls, SD

Fiserv Premier
Lincoln, NE

Fiserv Signature
Lake Mary, FL

Fiserv UniFi
Plantation, FL

FORMation Technologies, Inc.
Vacaville, CA

Forms Design, Inc.
Rockford, MI

FPS Gold
Provo, UT

Harland Financial Solutions, Inc. (Intrieve)
Cincinnati, OH

Harland Financial Solutions Inc.
Miamisburg, OH

IBM MBPS Mortgage Origination
Englewood Cliffs, NJ

IBM Lender Business Process Services, Inc.
Charlotte, NC

Integra Software Systems
Franklin, TN

Integrated Bank Technology
Mount Pleasant, TX

Integrated Media Management (IMM)
Linden, NJ

Intuit TurboTax
Mountain View, CA

ISGN
Norcross, GA

Jack Henry & Associates
Monett, MO

Land and Legal Solutions, Inc.
Greensburg, PA

LendingSpace, Inc.
Fulton, MD

Loan Sifter
Appleton, WI

LPS Empower
Jacksonville, FL

MeridianLink, Inc.
Costa Mesa, CA

Metavante Corporation
Milwaukee, WI

Metavante Lending Solutions
Wayne, PA

McCoy Myers & Associates
Amarillo, TX

Mortgage Computer
Ogden, UT

Mortgagedashboard
Austin, TX

Mortgage Systems International (MSI)
Sunrise, FL

MortgageFlex Systems,
Inc.

Jacksonville, FL

New Core Banking
Systems

Birmingham, AL

Nowcom
Los Angeles, CA

NSS Corporation
Bedford, NH

Open Solutions, Inc.
Glastonbury, CT

Oracle Financial Services
New York, NY

Outsource Financial Services, LLC
Tempe, AZ

Pipeline Solutions
Orangevale, CA

Product 4
St. Louis, MO

S1 Corporation/FSB Solutions
Atlanta, GA

Sharp BancSystems
Bedford, TXSolex
Idaho Falls, ID

uMonitor/Param Technologies
Memphis, TN

Wipro Gallagher Solutions, Inc.
Franklin, TN

Xyquad Inc.
St. Louis, MO

Zoot Enterprises, Inc.
Bozeman, MT


Association Partners

Our goal is to provide the best regulatory solutions in the industry. We know we meet that goal when we’re recognized, and even endorsed by the many industry associations you rely on every day. We are committed to working with key industry players to help us provide the solutions you need and advocate for your best interests.

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Alabama Bankers Association

Alabama Bankers AssociationThe Alabama Bankers Association, founded in 1890, is the state's largest and oldest banking industry trade organization representing 155 banks with more than $100 billion in total assets. We provide a variety of member services, including publications, educational seminars and schools, as well as state and federal legislative updates. The fundamental goal of the Alabama Bankers Association has always been to serve its membership and to promote unity in our state banking industry. As time goes on, unity will continue to remain our focus as we promote what is best for the banking interests in Alabama. This is evident in the Alabama Bankers Association mission statement conceived more than 100 years ago.

American Bankers Association

American Bankers AssociationThe ABA brings together all categories of banking institutions to best represent the interests of this rapidly changing industry. Its membership — which includes community, regional and money center banks and holding companies, as well as savings associations, trust companies and savings banks makes ABA the largest banking trade association in the country.

American Financial Services Association

American Financial Services AssociationThe American Financial Services Association (AFSA) is the national trade association for the consumer credit industry, protecting access to credit and consumer choice. The Association encourages and maintains ethical business practices and supports financial education for consumers of all ages.

California Bankers Association

California Bankers AssociationFounded in 1891, the California Bankers Association now represents more than 300 members in the state, including commercial banks, industrial loan companies and savings institutions. California has the eighth largest economy in the world and is home to millions of people with diverse backgrounds and interests and is often regarded as an incubator for new business ventures. And at the center of all this is California’s banking industry, providing jobs to more than 100,000 Californians and financial security and opportunities to millions more. CBA member banks hold more than $4.4 trillion in assets and loans in excess of $2.5 trillion. Their interests range from agri-business to consumer lending, from small business to international economic development. CBA’s mission is to provide our members with unparalleled resources to help them prosper in California’s dynamic marketplace. We help them stay ahead of new banking trends and on top of critical issues.

Community Bankers of Illinois

Community Bankers of IllinoisThe mission of the Community Bankers Association of Illinois is to provide its members a competitive edge by effectively aggregating political, economic, and marketing power. The CBAI is dedicated to keeping community banks competitive for the benefit of their customers and the communities they serve through delivery of quality education, effective political representation, and essential products and services. The mission will be pursued with integrity, equal representation, professionalism, vision, and responsiveness.

Consumer Bankers Association

Consumer Bankers AssociationThe Consumer Bankers Association (CBA) is the recognized voice on retail banking issues in the nation’s capital. Member institutions are the leaders in consumer financial services, including auto finance, home equity lending, card products, education loans, small business services, community development, investments, deposits and delivery.

CBA was founded in 1919 and provides leadership, education, research and federal representation on retail banking issues such as privacy, fair lending, and consumer protection legislation/regulation. CBA members include most of the nation’s largest bank holding companies as well as regional and super community banks that collectively hold two-thirds of the industry’s total assets.

Financial Industry Forum (FIF)

Financial Industry Forum (FIF)The Financial Information Forum (FIF) addresses the issues that impact the financial information industry, from real-time decision support through securities processing. FIF provides a collaborative environment for subscribers to benefit from technology, regulatory, and market innovations. Financial institutions, vendors, and exchanges are encouraged to join the Financial Information Forum, which serves as a focal point for coordination and communication on behalf of the industry.

FIF members include industry-leading broker dealers, vendors, and exchanges. Firms active in the U.S. securities industry are encouraged to join FIF.

Illinois Credit Union League (ICUL)

Illinois Credit Union LeagueThe ICUL is a primary trade association for credit unions in Illinois, and provides information, legislation, and education to help credit unions succeed by working together with a favorable operating environment and quality information. ICUL enables credit unions to exist, compete, and prosper in the financial marketplace.

Independent Community Bankers of America

Independent Community Bankers of AmericaThe Independent Community Bankers of America, the nation’s voice for community banks, represents 5,000 community banks of all sizes and charter types throughout the United States and is dedicated exclusively to representing the interests of the community banking industry and the communities and customers we serve. With nearly 5,000 members, representing more than 18,000 locations nationwide and employing over 268,000 Americans, ICBA members hold more than $908 billion in assets, $726 billion in deposits, and more than $619 billion in loans to consumers, small businesses and the agricultural community.

Mortgage Bankers Association

Mortgage Bankers AssociationMBA is the national association representing the real estate finance industry. Headquartered in Washington, D.C., the association works to ensure the continued strength of the nation's residential and commercial real estate markets; to expand homeownership prospects through increased affordability; and to extend access to affordable housing to all Americans.

National Association of Federal Credit Unions

National Association of Federal Credit UnionsThe National Association of Federal Credit Unions is a respected and influential trade association that exclusively represents the interests of federal credit unions before the federal government and the public. NAFCU provides its members with representation, information, education, and assistance to meet the challenges that cooperative financial institutions face in today's economic environment. The association stands as a national forum for the federal credit union community where new ideas, issues, concerns and trends can be identified, discussed, resolved.

National Automotive Finance Association

National Automotive Finance AssociationThe National Automotive Finance Association (NAF Association) is the only trade association exclusively serving the non-prime auto financing industry. Organized in the fall of 1996, the NAF Association supports its members and the industry with research, programs, research, and education including:

  • Annual Non-Prime Auto Lending Conference
  • Annual Non-Prime Automotive Financing Survey
  • Creation and publication of standards of financial reporting
  • Development of a code of responsibility for the industry
  • Policy statements
  • Regional workshops

National Independent Automobile Dealers Association

National Independent Automobile Dealers AssociationThe National Independent Automobile Dealers Association (NIADA), founded in 1946 has represented quality independent automobile dealers for over 60 years. Over 20,000 professional auto dealers are NIADA members and rely on NIADA to monitor legislative changes that may impact their business. The association provides industry education, valuable information, services, and benefits designed to prepare independent auto dealers keep pace with ever-changing used motor vehicle marketplace.

National Investment Company Service Association (NICSA)

National Investment Company Service Association (NICSA)The National Investment Company Service Association (NICSA) is a not-for-profit trade association providing leadership and innovation in educational programming and information exchange within the operations sector of the worldwide investment industry. NICSA’s mission is to be the leading provider of timely, independent educational content and networking opportunities to business professionals in the global investment management industry. NICSA membership totals more than 250 companies operating in major financial centers in North America, Europe and Asia. The membership represents all segments of the mutual fund industry including mutual fund complexes, investment management companies, custodian banks, transfer agents and independent providers of specialized products and services.

Texas Bankers Association

Texas Bankers AssociationThe mission of the Texas Bankers Association is to "meet the growing needs of our members with education, information and advocacy." Since 1885, the Texas Bankers Association has been working to create a dynamic and profitable environment for Texas banks. This environment has provided a healthy atmosphere for the industry, as well as resources and services to benefit bank employees. Like the bankers it represents, TBA is also concerned about helping bank customers of all ages throughout the state. We have established programs to reduce crime and fraud, to help youngsters achieve financial literacy and to help our senior citizens be safe in nursing homes.

Securities Industry and Financial Markets Association (SIFMA)

Securities Industry and Financial Markets Association (SIFMA)The Securities Industry and Financial Markets Association (SIFMA) represents the shared interests of more than 600 securities firms, banks and asset managers locally and globally through offices in New York, Washington, D.C. and London. SIFMA’s mission is to champion policies and practices that benefit investors and issuers, expand and perfect global capital markets, and foster the development of new products and services. Fundamental to achieving this mission is earning, inspiring and upholding the public’s trust and confidence in the industry and the markets. SIFMA's associated firm, the Asia Securities Industry and Financial Markets Association, is based in Hong Kong.

SIFMA members include more than 600 securities firms headquartered throughout the world. SIFMA members are active in the U.S. and foreign markets, and in all phases of corporate and public finance. Collectively, the membership represents more than 90 percent of the securities and fixed-income business conducted in North America.

Securities Transfer Association (STA)

Securities Transfer Association (STA)For almost a century, the STA has represented the business interests of the Transfer Agent Industry and its partners. Today, facing unprecedented change and increasingly challenging times, the industry must prepare for an evolving regulatory environment and heightened competition from many new directions. The Securities Transfer Association, Inc. is a national organization whose mission includes:

  • Focusing on the servicing of our ultimate customer, securities investors in the United States and Canada.


  • Providing representation and leadership in those issues which affect the membership, including government regulation and industry practices.


  • Encouraging and promote an interchange of information, experience, and ideas, among the association membership.

Wisconsin Bankers Association

Wisconsin Bankers AssociationThe Wisconsin Bankers Association is the state’s largest financial industry trade association, representing 300 commercial banks and savings institutions, their nearly 2,300 branch offices and 28,000 employees.