https://www.spreaker.com/show/wolters-kluwer-banking
Wolters Kluwer is a market-leading provider of advisory services and technology solutions for optimizing compliance programs. For more information and additional guidance, visit www.WoltersKluwer.com or call 1-800-397-2341 and press #1.

Want customized compliance strategies? Sign up for a custom demo!

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>enBusinessCopyright Radio Americahttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/39481b29fc037a6d1f04b16b56cd31a7.jpghttps://www.spreaker.com/show/wolters-kluwer-bankingMon, 22 Dec 2025 05:36:31 +0000Radio AmericaRadio Americafeeds@spreaker.comBanking Compliance Insights by Wolters Kluwer® delivers insights on compliance trends and strategies for navigating today's regulatory and risk environments. Please join us for future podcasts as we focus on navigating regulatory compliance in our...
Wolters Kluwer is a market-leading provider of advisory services and technology solutions for optimizing compliance programs. For more information and additional guidance, visit www.WoltersKluwer.com or call 1-800-397-2341 and press #1.

Want customized compliance strategies? Sign up for a custom demo!

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>falseepisodichttps://www.spreaker.com/episode/episode-19-trailer-electronic-lending-and-participation-in-the-secondary-market--44576672
In this episode, "Electronic Lending and Participation in the Secondary Market," our experts Wolters Kluwer Vice President, Banking Compliance Solutions, Samir Agarwal, and Spencer Mierzejewski, Senior Legal Counsel, with Wolters Kluwer formally from acquired eOriginal, to offer guidance on how vital digital capabilities are in the origination process and its effects on the downstream need to participate in the secondary market. | LISTEN NOW! https://www.spreaker.com/user/10614200/episode-19-final

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations #elderly #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #SpencerMierzejewski]]>https://api.spreaker.com/episode/44576672Thu, 06 May 2021 11:15:09 +0000Radio AmericaBanking Compliance Insights | Digital Transformation In this episode, "Electronic Lending and Participation in the Secondary Market," our experts Wolters Kluwer Vice President, Banking Compliance Solutions, Samir Agarwal, and Spencer Mierzejewski,...
In this episode, "Electronic Lending and Participation in the Secondary Market," our experts Wolters Kluwer Vice President, Banking Compliance Solutions, Samir Agarwal, and Spencer Mierzejewski, Senior Legal Counsel, with Wolters Kluwer formally from acquired eOriginal, to offer guidance on how vital digital capabilities are in the origination process and its effects on the downstream need to participate in the secondary market. | LISTEN NOW! https://www.spreaker.com/user/10614200/episode-19-final

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations #elderly #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #SpencerMierzejewski]]>37banking,compliance,custodian,customers,digital,electronic,electronically,lending,loan,market,original,paper,receivership,regulator,required,secondary,signature,transaction,work,worldfalsefullhttps://www.spreaker.com/episode/episode-19-electronic-lending-and-participation-in-the-secondary-market--44576562Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today's regulatory and risk environments.

Is digital transformation a competitive advantage or a necessity?

Listen to our podcast episode, "Electronic Lending and Participation in the Secondary Market," focused on the modernization of loan transactions and the diligence required for your organization to succeed. Our host, Samir Agarwal, Vice President of Banking Compliance Solutions, is joined by Spencer Mierzejewski, Senior Legal Counsel at Wolters Kluwer, for this discussion.

Spencer recently joined Wolters Kluwer as a part of its eOriginal acquisition (https://bit.ly/3e2zdk3). His primary role is to work with clients to transform their digital lending business seamlessly and compliant as possible, collaborating with operations, legal, and capital markets teams.

Join us as we discuss how vital digital capabilities are in the origination process and their impact on the downstream need to participate in the secondary market.

Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today's regulatory and risk environments.

Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Spencer Mierzejewski (https://bit.ly/3nvuFWt)

Add our podcast series to your playlist today.

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product highlights from the podcast:
• Wolters Kluwer® E-Sign https://bit.ly/3t5ONiZ
• eOriginal https://bit.ly/3u4xfoK

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Subscribe to Wolters Kluwer - Financial Services Solutions on Spreaker to have Banking Compliance Insights delivered to your feed!

For the latest industry news and updates. https://bit.ly/3dLhKuA

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolterskluwerfs/mycompany/

BUSINESS INQUIRIES
If you have a question about how we can assist you with regulatory services for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!
For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800- 397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services' communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services' communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations#univest #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #SpencerMierzejewski]]>https://api.spreaker.com/episode/44576562Thu, 06 May 2021 11:00:07 +0000Radio AmericaEpisode Summary: Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on...Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today's regulatory and risk environments.

Is digital transformation a competitive advantage or a necessity?

Listen to our podcast episode, "Electronic Lending and Participation in the Secondary Market," focused on the modernization of loan transactions and the diligence required for your organization to succeed. Our host, Samir Agarwal, Vice President of Banking Compliance Solutions, is joined by Spencer Mierzejewski, Senior Legal Counsel at Wolters Kluwer, for this discussion.

Spencer recently joined Wolters Kluwer as a part of its eOriginal acquisition (https://bit.ly/3e2zdk3). His primary role is to work with clients to transform their digital lending business seamlessly and compliant as possible, collaborating with operations, legal, and capital markets teams.

Join us as we discuss how vital digital capabilities are in the origination process and their impact on the downstream need to participate in the secondary market.

Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today's regulatory and risk environments.

Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Spencer Mierzejewski (https://bit.ly/3nvuFWt)

Add our podcast series to your playlist today.

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product highlights from the podcast:
• Wolters Kluwer® E-Sign https://bit.ly/3t5ONiZ
• eOriginal https://bit.ly/3u4xfoK

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Subscribe to Wolters Kluwer - Financial Services Solutions on Spreaker to have Banking Compliance Insights delivered to your feed!

For the latest industry news and updates. https://bit.ly/3dLhKuA

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolterskluwerfs/mycompany/

BUSINESS INQUIRIES
If you have a question about how we can assist you with regulatory services for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!
For more information and additional guidance, please visit www.WoltersKluwer.com or call...]]>1300banking,compliance,custodian,customers,digital,electronic,electronically,lending,loan,market,original,paper,receivership,regulator,required,secondary,signature,transaction,work,worldfalsefullhttps://www.spreaker.com/episode/episode-18-trailer-consumer-compliance-shift-priorities-to-follow-changes-in-regulatory-oversight-trends--43909244https://www.spreaker.com/user/10614200/ep18-final]

Product highlights from the podcast:

• Wolters Kluwer Advisory Services https://bit.ly/38ICJwy​
• Wiz® Suite (Fair Lending Wiz, CRA Wiz, HMDA Wiz, CD BBE) https://bit.ly/3cyXY59​
• Wolters Kluwer OneSumX® for Regulatory Change Management https://bit.ly/2OsBcUQ

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations #elderly #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #timburniston]]>https://api.spreaker.com/episode/43909244Tue, 16 Mar 2021 16:05:15 +0000Radio AmericaRegulatory Strategy | Is your financial institution prepared for 2021's regulatory compliance changes? Our Wolters Kluwer® experts offer guidance on fortifying compliance measures to prepare for the pandemic's residual consumer impact in this episode....https://www.spreaker.com/user/10614200/ep18-final]

Product highlights from the podcast:

• Wolters Kluwer Advisory Services https://bit.ly/38ICJwy​
• Wiz® Suite (Fair Lending Wiz, CRA Wiz, HMDA Wiz, CD BBE) https://bit.ly/3cyXY59​
• Wolters Kluwer OneSumX® for Regulatory Change Management https://bit.ly/2OsBcUQ

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations #elderly #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #timburniston]]>23area,banking,banks,cfpb,compliance,consumers,continue,cra,enforcement,fair,industry,institutions,lending,pandemic,regulation,regulators,regulatory,risk,rule,technologyfalsefullhttps://www.spreaker.com/episode/episode-18-consumer-compliance-shift-priorities-to-follow-changes-in-regulatory-oversight-trends--43909131https://www.wolterskluwer.com/en/experts/samir-agarwal and special guest Tim Burniston https://www.linkedin.com/in/timothy-burniston-94682550/

Episode Summary:
Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today's regulatory and risk environments.

Is your financial institution prepared for 2021's regulatory compliance changes?
In our new podcast, "Consumer Compliance: Shift Priorities to Follow Changes in Regulatory Oversight Trends," we focus on adapting to current and expected regulatory priorities and oversight measures.

Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, is joined by Tim Burniston, Senior Advisor, Regulatory Strategy with Wolters Kluwer, to offer guidance on fortifying compliance measures to prepare for the residual consumer impact of the pandemic, leadership changes in Washington, and an anticipated increase in regulatory change.

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
• Wolters Kluwer Advisory Services https://bit.ly/3qTpmzZ
• Wiz® Suite (Fair Lending Wiz, CRA Wiz, HMDA Wiz, CD BBE) https://bit.ly/3rVI8YO
• Wolters Kluwer OneSumX® for Regulatory Change Management https://bit.ly/2OsBcUQ

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolterskluwerfs/

BUSINESS INQUIRIES If you have a question about how we can assist your financial institution with preparing for 2021's regulatory compliance changes, please post them in the comments section of this podcast! For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services' communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take
into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services' communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations#univest #insights #policy #politcs #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #TimBurniston]]>https://api.spreaker.com/episode/43909131Tue, 16 Mar 2021 16:00:03 +0000Radio AmericaHosted by Samir Agarwal https://www.wolterskluwer.com/en/experts/samir-agarwal and special guest Tim Burniston https://www.linkedin.com/in/timothy-burniston-94682550/ Episode Summary: Wolters Kluwer® is a market-leading provider of advisory services...https://www.wolterskluwer.com/en/experts/samir-agarwal and special guest Tim Burniston https://www.linkedin.com/in/timothy-burniston-94682550/

Episode Summary:
Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today's regulatory and risk environments.

Is your financial institution prepared for 2021's regulatory compliance changes?
In our new podcast, "Consumer Compliance: Shift Priorities to Follow Changes in Regulatory Oversight Trends," we focus on adapting to current and expected regulatory priorities and oversight measures.

Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, is joined by Tim Burniston, Senior Advisor, Regulatory Strategy with Wolters Kluwer, to offer guidance on fortifying compliance measures to prepare for the residual consumer impact of the pandemic, leadership changes in Washington, and an anticipated increase in regulatory change.

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
• Wolters Kluwer Advisory Services https://bit.ly/3qTpmzZ
• Wiz® Suite (Fair Lending Wiz, CRA Wiz, HMDA Wiz, CD BBE) https://bit.ly/3rVI8YO
• Wolters Kluwer OneSumX® for Regulatory Change Management https://bit.ly/2OsBcUQ

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolterskluwerfs/

BUSINESS INQUIRIES If you have a question about how we can assist your financial institution with preparing for 2021's regulatory compliance changes, please post them in the comments section of this podcast! For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services' communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take
into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services' communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific...]]>2240area,banking,banks,cfpb,compliance,continue,cra,enforcement,fair,industry,institutions,lending,occ,pandemic,regulation,regulators,regulatory,risk,survey,technologyfalsefullhttps://www.spreaker.com/episode/episode-17-trailer-secure-act-and-its-impact-on-iras--43288655
our Wolters Kluwer® experts discuss how what has changed and what you need to know about

Tax-Advantaged Accounts. | LISTEN NOW! - https://www.spreaker.com/user/10614200/episode-17-final_1]]>https://api.spreaker.com/episode/43288655Thu, 04 Feb 2021 18:54:04 +0000Radio AmericaIRA Podcast | How have rules like the SECURE Act & the CARES Act impacted IRAs? In this episode, our Wolters Kluwer® experts discuss how what has changed and what you need to know about Tax-Advantaged Accounts. | LISTEN NOW! -...
our Wolters Kluwer® experts discuss how what has changed and what you need to know about

Tax-Advantaged Accounts. | LISTEN NOW! - https://www.spreaker.com/user/10614200/episode-17-final_1]]>37advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,entrepreneurship,esign,insights,onlineapplication,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,whenyouhavetoberightfalsefullhttps://www.spreaker.com/episode/episode-17-secure-act-and-its-impact-on-iras--43286312
Episode Summary:
Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Michael Schiller (https://bit.ly/2IWJVLN)

Are you prepared for the significant legislative and regulatory developments that continue to impact IRAs?

As Baby Boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees. Though many financial organizations act as an IRA trustee or custodian, most are challenged with staying in front of the complex rules and regulations and often overlook the impact changes have on operating systems, procedures, and transaction documents.

In this podcast episode, "The SECURE Act and Its Impact on IRAs and IRA Custodians/Trustees," Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, and Michael Schiller, Manager of Specialized Consulting for Tax-Advantaged Accounts with Wolters Kluwer's Compliance Center of Excellence, discuss how the SECURE Act and the CARES Act impact IRAs. Our experts will also share practical guidance on managing tax-advantaged accounts while adapting banking processes and client outreach in the current environment.

If you have questions about how we can help you better serve your tax-advantaged account customers during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:

Wolters Kluwer Tax-Advantaged Accounts Solutions – Make managing your IRA, HSA, CESA, and other tax-advantaged accounts programs a breeze. Request more information. https://bit.ly/34pyeWl

IRA Consulting Services - We're ready to answer questions, assist with reporting requirements, and explain regulatory changes. Get started today! https://bit.ly/2HnEGEo

IRA Training - https://bit.ly/31znOS5

IRA Documents - https://bit.ly/3mg2bhB

Account Record-Keeping - https://bit.ly/3dMJyyC

IRA to IRA Rollovers - https://bit.ly/37wrGXO

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
Facebook: @WoltersKluwerFinancialServices
Twitter: @WoltersKluwerFS
LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit
www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services' communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services' communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/43286312Thu, 04 Feb 2021 18:47:52 +0000Radio AmericaWolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and...
Episode Summary:
Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Michael Schiller (https://bit.ly/2IWJVLN)

Are you prepared for the significant legislative and regulatory developments that continue to impact IRAs?

As Baby Boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees. Though many financial organizations act as an IRA trustee or custodian, most are challenged with staying in front of the complex rules and regulations and often overlook the impact changes have on operating systems, procedures, and transaction documents.

In this podcast episode, "The SECURE Act and Its Impact on IRAs and IRA Custodians/Trustees," Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, and Michael Schiller, Manager of Specialized Consulting for Tax-Advantaged Accounts with Wolters Kluwer's Compliance Center of Excellence, discuss how the SECURE Act and the CARES Act impact IRAs. Our experts will also share practical guidance on managing tax-advantaged accounts while adapting banking processes and client outreach in the current environment.

If you have questions about how we can help you better serve your tax-advantaged account customers during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:

Wolters Kluwer Tax-Advantaged Accounts Solutions – Make managing your IRA, HSA, CESA, and other tax-advantaged accounts programs a breeze. Request more information. https://bit.ly/34pyeWl

IRA Consulting Services - We're ready to answer questions, assist with reporting requirements, and explain regulatory changes. Get started today! https://bit.ly/2HnEGEo

IRA Training - https://bit.ly/31znOS5

IRA Documents - https://bit.ly/3mg2bhB

Account Record-Keeping - https://bit.ly/3dMJyyC

IRA to IRA Rollovers - https://bit.ly/37wrGXO

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
Facebook: @WoltersKluwerFinancialServices
Twitter: @WoltersKluwerFS
LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional...]]>2029advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,entrepreneurship,esign,insights,onlineapplication,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,whenyouhavetoberightfalsefullhttps://www.spreaker.com/episode/episode-16-trailer-elder-financial-exploitation-what-you-need-to-know--43069480https://www.spreaker.com/user/10614200/episode-16-final]

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations #elderly #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal]]>https://api.spreaker.com/episode/43069480Fri, 22 Jan 2021 20:50:25 +0000Radio AmericaPodcast | Help stop Elder Exploitation. In our next podcast, "Elder Financial Exploitation (E.F.E): What you Need to Know," our experts share info on Federal E.F.E. findings, guidance, laws & regulations to help slow the growth of E.F.E. [🎧 LISTEN...https://www.spreaker.com/user/10614200/episode-16-final]

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations #elderly #insights #policy #politics #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal]]>56adults,agencies,bank,bit,customers,efe,elder,exploitation,financial,individual,information,institutions,laws,leslie,older,person,report,situation,state,transactionsfalsefullhttps://www.spreaker.com/episode/episode-16-elder-financial-exploitation-what-you-need-to-know--42850012https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Leslie McNally

Episode Summary:
Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

No one wants to suffer financial losses due to a trusted caregiver or third party’s financial abuse and exploitation of the elderly. Not only is this a customer happiness and retention concern, but financial institutions also want to comply with all laws and regulations that relate to protecting their customers.

But what can be done to help stop this trend?
In this podcast titled “Elder Financial Exploitation (E.F.E): What you Need to Know,” our host Samir Agarwal is joined by co-host Leslie McNally a Wolters Kluwer Consultant on our Banking Compliance Solutions team to share information on Federal E.F.E. findings, guidance, and recommendations, the status of State-level laws and regulations, and help our audience play an active role in slowing the growth of E.F.E. Learn how to identify financial exploitation of older adults and steps your bank can, and in some cases are required to, take when you believe this exploitation is, has, or is likely to occur.

If you have a question about how we can assist you with reporting and regulations of Elder Exploitation for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:

Wolters Kluwer Operational Management https://bit.ly/3qNweQ3
Wolters Kluwer OneSumX® Financial Crime Control: https://bit.ly/3qD35aa

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.

#consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations#univest #insights #policy #politcs #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #LeslieMcNally]]>https://api.spreaker.com/episode/42850012Thu, 21 Jan 2021 13:00:07 +0000Radio AmericaHosted by Samir Agarwal (https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Leslie McNally Episode Summary: Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance...https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Leslie McNally

Episode Summary:
Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

No one wants to suffer financial losses due to a trusted caregiver or third party’s financial abuse and exploitation of the elderly. Not only is this a customer happiness and retention concern, but financial institutions also want to comply with all laws and regulations that relate to protecting their customers.

But what can be done to help stop this trend?
In this podcast titled “Elder Financial Exploitation (E.F.E): What you Need to Know,” our host Samir Agarwal is joined by co-host Leslie McNally a Wolters Kluwer Consultant on our Banking Compliance Solutions team to share information on Federal E.F.E. findings, guidance, and recommendations, the status of State-level laws and regulations, and help our audience play an active role in slowing the growth of E.F.E. Learn how to identify financial exploitation of older adults and steps your bank can, and in some cases are required to, take when you believe this exploitation is, has, or is likely to occur.

If you have a question about how we can assist you with reporting and regulations of Elder Exploitation for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:

Wolters Kluwer Operational Management https://bit.ly/3qNweQ3
Wolters Kluwer OneSumX® Financial Crime Control: https://bit.ly/3qD35aa

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and...]]>2336adults,agencies,bank,bit,customers,efe,elder,exploitation,financial,individual,information,institutions,laws,leslie,older,person,report,situation,state,transactionsfalsefullhttps://www.spreaker.com/episode/episode-15-trailer-how-to-support-lending-to-our-nation-s-service-members--42835887https://www.spreaker.com/user/10614200/episode-15-final]]>https://api.spreaker.com/episode/42835887Thu, 07 Jan 2021 23:30:43 +0000Radio AmericaIs your Financial Institution missing an Opportunity to Serve the Community and Serve Soldiers? Understanding the unique aspects of lending to military service members and how the Military Lending Act (MLA) and the Servicemembers Civil Relief Act...https://www.spreaker.com/user/10614200/episode-15-final]]>31advisoryservices,bankingcomplianceinsights,businessoperations,compliance,consultingservices,covid,customercare,digitalbanking,insights,military,operations,pandemic,podcast,policy,politics,risk,samiragarwal,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-15-how-to-support-lending-to-our-nation-s-service-members--42803949https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Matthew Frank, https://www.linkedin.com/in/mattfrankesq/

Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Is your Financial Institution missing an Opportunity to Serve the Community and Serve Soldiers?

In today’s social climate, financial institutions that are military friendly have a good reputation in the military community and are seen as a supporter of those serving our nation. Understanding the unique circumstances of military service members—specifically when it comes to their compliance impact on lending—how the Military Lending Act and the Servicemembers Civil Relief Act, commonly called the MLA and the SCRA, address those needs, and how the SCRA and MLA impacts financial institutions is key to understanding how to mitigate the challenges of those in our military. In this episode titled “How to Support Lending to our Nation’s Service Members,” Our host, Wolters Kluwer, Vice President of Banking Compliance Solutions, Samir Agarwal, is joined by compliance expert Matthew Frank, regulatory compliance analysis consultant with Wolters Kluwer, to navigate the intricacies of lending to this group and how Wolters Kluwer can assist.

If you have a question about how we can assist you with military lending for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!


Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
Wolters Kluwer Expere: https://www.wolterskluwer.com/en/solutions/expere
Wolters Kluwer E-Forms: https://www.wolterskluwer.com/en/solutions/compliance-documents#DepositRMI

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

*The views expressed by Matthew Frank are his personal views in his civilian professional capacity and do not reflect the views or endorsement of the Department of Defense, United States Army, or Minnesota National Guard

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/42803949Thu, 07 Jan 2021 13:00:17 +0000Radio AmericaHosted by Samir Agarwal (https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Matthew Frank, https://www.linkedin.com/in/mattfrankesq/ Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for...https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Matthew Frank, https://www.linkedin.com/in/mattfrankesq/

Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Is your Financial Institution missing an Opportunity to Serve the Community and Serve Soldiers?

In today’s social climate, financial institutions that are military friendly have a good reputation in the military community and are seen as a supporter of those serving our nation. Understanding the unique circumstances of military service members—specifically when it comes to their compliance impact on lending—how the Military Lending Act and the Servicemembers Civil Relief Act, commonly called the MLA and the SCRA, address those needs, and how the SCRA and MLA impacts financial institutions is key to understanding how to mitigate the challenges of those in our military. In this episode titled “How to Support Lending to our Nation’s Service Members,” Our host, Wolters Kluwer, Vice President of Banking Compliance Solutions, Samir Agarwal, is joined by compliance expert Matthew Frank, regulatory compliance analysis consultant with Wolters Kluwer, to navigate the intricacies of lending to this group and how Wolters Kluwer can assist.

If you have a question about how we can assist you with military lending for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!


Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
Wolters Kluwer Expere: https://www.wolterskluwer.com/en/solutions/expere
Wolters Kluwer E-Forms: https://www.wolterskluwer.com/en/solutions/compliance-documents#DepositRMI

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

*The views expressed by Matthew Frank are his personal views in his civilian professional capacity and do not reflect the views or endorsement of the Department of Defense, United States Army, or Minnesota...]]>2011act,apr,attorney,called,cap,civil,deployed,financial,institutions,lenders,lending,members,military,mla,pay,power,provisions,relief,service,servicemembersfalsefullhttps://www.spreaker.com/episode/episode-14-trailer-and-sofr-something-completely-different--42304689https://www.spreaker.com/user/10614200/ep-14-final]]>https://api.spreaker.com/episode/42304689Thu, 03 Dec 2020 23:40:28 +0000Radio AmericaFrom LIBOR to SOFR | What index will you select? We are here to help you choose. Wolters Kluwer’s latest podcast focuses on the end of the (London Interbank Offered Rate) LIBOR and the industry’s switch to the (Secured Overnight Financing Rate) SOFR...https://www.spreaker.com/user/10614200/ep-14-final]]>37advisoryservices,andydunn,bankingcomplianceinsights,businessoperations,compliance,consultingservices,covid,customercare,digitalbanking,insights,operations,pandemic,podcast,policy,politics,risk,samiragarwal,univest,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-14-and-sofr-something-completely-different--42266316
Listen to our new episode of Wolters Kluwer® Banking Compliance Solutions that focuses on the end of the (London Interbank Offered Rate) LIBOR and the industry’s switch to the (Secured Overnight Financing Rate) SOFR index. Our host Wolters Kluwer, Vice President of Banking Compliance Solutions, Samir Agarwal, is joined by compliance expert Andy Dunn, Manager of Specialized Consulting with Wolters Kluwer, to offer guidance on what the end of LIBOR means for market participants and what banks should be doing now to prepare for the transition.

If you have a question about how we can assist you with advisory services for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA

Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
Wolters Kluwer Advisory Services - https://bit.ly/2It1V07

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/42266316Thu, 03 Dec 2020 13:00:16 +0000Radio AmericaWolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and...
Listen to our new episode of Wolters Kluwer® Banking Compliance Solutions that focuses on the end of the (London Interbank Offered Rate) LIBOR and the industry’s switch to the (Secured Overnight Financing Rate) SOFR index. Our host Wolters Kluwer, Vice President of Banking Compliance Solutions, Samir Agarwal, is joined by compliance expert Andy Dunn, Manager of Specialized Consulting with Wolters Kluwer, to offer guidance on what the end of LIBOR means for market participants and what banks should be doing now to prepare for the transition.

If you have a question about how we can assist you with advisory services for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA

Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
Wolters Kluwer Advisory Services - https://bit.ly/2It1V07

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>1218advisoryservices,andydunn,bankingcomplianceinsights,businessoperations,compliance,consultingservices,covid,customercare,digitalbanking,insights,operations#univest,pandemic,podcast,policy,politcs,risk,samiragarwal,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-13-trailer-occ-clears-the-way-banks-allowed-to-hold-cryptocurrencies--41966497https://www.wolterskluwer.com/en/expert-insights/episode-13-occ-clears-the-way-banks-allowed-to-hold-cryptocurrencies]]>https://api.spreaker.com/episode/41966497Fri, 13 Nov 2020 23:20:34 +0000Radio AmericaOCC OKs Cryptocurrencies | What do we know, and What don’t we know about the regulatory requirements for the Office of the Comptroller of the Currency’s (OCC) Letter? Wolters Kluwer’s latest podcast, Banking Compliance Insights, covers the OCC’s...https://www.wolterskluwer.com/en/expert-insights/episode-13-occ-clears-the-way-banks-allowed-to-hold-cryptocurrencies]]>28advisoryservices,bankingcomplianceinsights,businessoperations,compliance,consultingservices,covid,covid19,customercare,digitalbanking,insights,markwhite,operations,pandemic,podcast,policy,politics,risk,samiragarwal,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-13-occ-clears-the-way-banks-allowed-to-hold-cryptocurrencies--41929169
What do we know, and what don’t we know about the regulatory requirements for the Office of the Comptroller of the Currency’s (OCC) Letter?

The OCC was not exhaustive in its Interpretive Letter about regulating this new trend. Our Wolters Kluwer experts use this episode, “OCC OKs Cryptocurrencies. What Does that Mean for Banks?” to break it down.

Our new podcast episode focuses on the OCC’s recent move to permit OCC-regulated banks to provide custody services for virtual assets, including cryptocurrencies. Our host, Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, sits down with Mark White, Senior Securities Compliance Analyst with Wolters Kluwer’s Compliance Center of Excellence, to tell us what it means for banks and how they should plan the regulatory landscape surrounding it.

If you have a question about how we can assist you with regulatory services for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
Wolters Kluwer Advisory Services -- https://www.wolterskluwer.com/en/solutions/advisory-services/fintech

OneSumX for Risk & Controls Assessment -- https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-compliance-risk-controls-assesment

OneSumX® for Customer Due Diligence - https://www.wolterskluwer.com/en/solutions/onesumx-financial-crime-control/onesumx-customer-due-diligence

OneSumX® for Know Your Customer - https://www.wolterskluwer.com/en/solutions/onesumx-financial-crime-control

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/41929169Fri, 13 Nov 2020 13:00:20 +0000Radio AmericaWolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and...
What do we know, and what don’t we know about the regulatory requirements for the Office of the Comptroller of the Currency’s (OCC) Letter?

The OCC was not exhaustive in its Interpretive Letter about regulating this new trend. Our Wolters Kluwer experts use this episode, “OCC OKs Cryptocurrencies. What Does that Mean for Banks?” to break it down.

Our new podcast episode focuses on the OCC’s recent move to permit OCC-regulated banks to provide custody services for virtual assets, including cryptocurrencies. Our host, Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, sits down with Mark White, Senior Securities Compliance Analyst with Wolters Kluwer’s Compliance Center of Excellence, to tell us what it means for banks and how they should plan the regulatory landscape surrounding it.

If you have a question about how we can assist you with regulatory services for any size institution and staying abreast of emerging technologies navigate these industry waters from beginning to end during the pandemic, please post them in the comments section of this podcast!

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
Wolters Kluwer Advisory Services -- https://www.wolterskluwer.com/en/solutions/advisory-services/fintech

OneSumX for Risk & Controls Assessment -- https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-compliance-risk-controls-assesment

OneSumX® for Customer Due Diligence - https://www.wolterskluwer.com/en/solutions/onesumx-financial-crime-control/onesumx-customer-due-diligence

OneSumX® for Know Your Customer - https://www.wolterskluwer.com/en/solutions/onesumx-financial-crime-control

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views...]]>1563advisoryservices,bankingcomplianceinsights,businessoperations,compliance,consultingservices,covid,customercare,digitalbanking,insights,operations#univest,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,samiragarwal,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/business-compliance-insights-trailer--41816179
We invite you to check out our previous podcasts as we've discussed how the pandemic has:

• Disrupted banking operations

• Transformed the way customers are served

• Raised new concerns around financial and individual security

• Pushed us to understand the CARES Act better and strategically

Listen to the full episodes now! https://www.spreaker.com/show/wolters-kluwer-banking]]>https://api.spreaker.com/episode/41816179Thu, 05 Nov 2020 21:58:39 +0000Radio AmericaThe Banking Compliance Insights podcast series by Wolters Kluwer® was created to piece together the complicated, and sometimes daunting puzzle that is compliance. In today's ever-changing regulatory and risk environment, we've created a weekly series...
We invite you to check out our previous podcasts as we've discussed how the pandemic has:

• Disrupted banking operations

• Transformed the way customers are served

• Raised new concerns around financial and individual security

• Pushed us to understand the CARES Act better and strategically

Listen to the full episodes now! https://www.spreaker.com/show/wolters-kluwer-banking]]>84banking,business,compliance,insights,lending,operations,pandemicfalsetrailerhttps://www.spreaker.com/episode/episode-12-trailer-update-and-current-status-of-iras-what-has-changed-and-what-you-need-to-know--41591777https://www.spreaker.com/user/10614200/episode-12-final]]>https://api.spreaker.com/episode/41591777Thu, 22 Oct 2020 20:44:47 +0000Radio AmericaIRA Podcast | How have rules like the SECURE Act & the CARES Act impacted IRAs? In this episode, our Wolters Kluwer® experts discuss how “What Has Changed and What you Need to Know” about Tax-Advantaged Accounts. | LISTEN NOW!...https://www.spreaker.com/user/10614200/episode-12-final]]>11advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,esign,insights,onlineapplication,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-12-update-and-current-status-of-iras-what-has-changed-and-what-you-need-to-know--41591714
Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Episode Summary:
Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Michael Schiller (https://bit.ly/2IWJVLN)

Are you prepared for the significant legislative and regulatory developments that continue to impact IRAs?

As Baby Boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees. Though many financial organizations act as an IRA trustee or custodian, most are challenged with staying in front of the complex rules and regulations and often overlook the impact changes have on operating systems, procedures, and transaction documents.

In this podcast episode, “Update and Current Status of IRAs: What Has Changed and What You Need to Know,” Wolters Kluwer Vice President of Banking Compliance Solutions Samir Agarwal is joined by Michael Schiller, Manager of Specialized Consulting for Tax-Advantaged Accounts with Wolters Kluwer’s Compliance Center of Excellence, discuss how current rules, including the SECURE Act and the CARES Act, impact IRAs. Samir and Michael will also walk us through the legislative provisions and describe their impact and share practical guidance on managing tax-advantaged accounts and adapting banking processes and client outreach in the current environment.
If you have questions about how we can help you better serve your tax-advantaged account customers during the pandemic, please post them in the comments section of this podcast! Add our podcast series to your playlist today.

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
1. Wolters Kluwer Tax-Advantaged Accounts Solutions – Make managing your IRA, HSA, CESA, and other tax-advantaged accounts programs a breeze. Request more information. https://bit.ly/34pyeWl
2. IRA Consulting Services - We’re ready to answer questions, assist with reporting requirements, and explain regulatory changes. Get started today! https://bit.ly/2HnEGEo
3. IRA Training - https://bit.ly/31znOS5
4. IRA Documents - https://bit.ly/3mg2bhB
5. Account Record-Keeping - https://bit.ly/3dMJyyC
6. IRA to IRA Rollovers - https://bit.ly/37wrGXO

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso

Where else can you find Wolters Kluwer Financial Services on social media?
• Facebook: @WoltersKluwerFinancialServices
• Twitter: @WoltersKluwerFS
• LinkedIn: https://www.linkedin.com/company/wolt...

BUSINESS INQUIRIES For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/41591714Thu, 22 Oct 2020 20:40:08 +0000Radio AmericaBanking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Wolters Kluwer® is a market-leading provider of advisory services and...
Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Episode Summary:
Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Michael Schiller (https://bit.ly/2IWJVLN)

Are you prepared for the significant legislative and regulatory developments that continue to impact IRAs?

As Baby Boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees. Though many financial organizations act as an IRA trustee or custodian, most are challenged with staying in front of the complex rules and regulations and often overlook the impact changes have on operating systems, procedures, and transaction documents.

In this podcast episode, “Update and Current Status of IRAs: What Has Changed and What You Need to Know,” Wolters Kluwer Vice President of Banking Compliance Solutions Samir Agarwal is joined by Michael Schiller, Manager of Specialized Consulting for Tax-Advantaged Accounts with Wolters Kluwer’s Compliance Center of Excellence, discuss how current rules, including the SECURE Act and the CARES Act, impact IRAs. Samir and Michael will also walk us through the legislative provisions and describe their impact and share practical guidance on managing tax-advantaged accounts and adapting banking processes and client outreach in the current environment.
If you have questions about how we can help you better serve your tax-advantaged account customers during the pandemic, please post them in the comments section of this podcast! Add our podcast series to your playlist today.

Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8

Product Highlights from the Podcast:
1. Wolters Kluwer Tax-Advantaged Accounts Solutions – Make managing your IRA, HSA, CESA, and other tax-advantaged accounts programs a breeze. Request more information. https://bit.ly/34pyeWl
2. IRA Consulting Services - We’re ready to answer questions, assist with reporting requirements, and explain regulatory changes. Get started today! https://bit.ly/2HnEGEo
3. IRA Training - https://bit.ly/31znOS5
4. IRA Documents - https://bit.ly/3mg2bhB
5. Account Record-Keeping - https://bit.ly/3dMJyyC
6. IRA to IRA Rollovers - https://bit.ly/37wrGXO

Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG

Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW

Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso 2547advisoryservices,bankingcomplianceinsights,businessoperations,compliance,consultingservices,covid,customercare,digitalbanking,insights,operations#univest,pandemic,paycheckprotectionprogram,podcast,policy,politcs,ppp,risk,samiragarwal,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-11-trailer-banking-on-the-way-people-change-with-m-f-bank--41497937
Product Highlights from the Podcast:

Wolters Kluwer Online Loan Applications

Wolters Kluwer CASH Workflow]]>https://api.spreaker.com/episode/41497937Fri, 16 Oct 2020 19:07:30 +0000Radio AmericaClient Outreach Podcast | Let’s talk about Customers, Culture, and Operations. How has your bank responded to and pivoted during the current environment, including the pandemic and inevitable social unrest? What’s worked? What has not? Listen to this...
Product Highlights from the Podcast:

Wolters Kluwer Online Loan Applications

Wolters Kluwer CASH Workflow]]>27advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,esign,insights,onlineapplication,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-11-banking-on-the-way-people-change-with-m-f-bank--41389217https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Richard N. (Skipper) Hines, III, (https://www.linkedin.com/in/skipperhines/)

#PPP #paycheckprotectionprogram #consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations#univest #insights #policy #politcs #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #jimwrbanek

Summary:
Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Let’s talk about Customers, Culture, and Operations.

How has your bank responded to and pivoted during the current environment, including the pandemic and inevitable social unrest?

What’s worked? What has not?

Listen to this podcast episode, “Banking on the Way People Change,” to learn about adapting banking processes and client outreach in the current environment. Our host, Wolters Kluwer, Vice President, Banking Compliance Solutions, Samir Agarwal, is joined by Skipper Hines, a Vice President and Credit Underwriting Manager with M&F Bank, to share his experience serving customers in this unprecedented time. Together they provided practical suggestions for ways financial institutions can overcome challenges, create opportunities, and navigate regulatory change requirements brought about by the pandemic. They also provide insight into enhancing customer contact channels and automating as many internal tasks or processes as possible.

If you have questions about how we can help you better serve your clients and enhance your online loan application and commercial lending processes during the pandemic, please post them in the comments section of this podcast!

Product Highlights from the Podcast:
Wolters Kluwer CASH SuiteTM
https://www.wolterskluwer.com/en/solutions/cash-suite/ increase profits and grow top-line revenue by achieving straight-through-processing across every commercial loan lifecycle step.

Wolters Kluwer CASH WorkflowTM - https://www.wolterskluwer.com/en/solutions/cash-suite/cash-workflow provides visibility and control of your commercial lending process.

Wolters Kluwer Online Loan Applications - https://www.wolterskluwer.com/en/solutions/online-applications a robust online application platform ready to become the bank’s fully branded digital sales channel.

Sign up for our COVID-19 Regulatory Development Bulletins -https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking - https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

Add our podcast series to your playlist today.

Subscribe: iTunes/Apple Podcast | RSS | Google Podcast | Spotify | Pocketcasts | Overcast

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not consider potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/41389217Fri, 16 Oct 2020 17:00:00 +0000Radio AmericaHosted by Samir Agarwal (https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Richard N. (Skipper) Hines, III, (https://www.linkedin.com/in/skipperhines/) #PPP #paycheckprotectionprogram #consultingservices #advisoryservices...https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Richard N. (Skipper) Hines, III, (https://www.linkedin.com/in/skipperhines/)

#PPP #paycheckprotectionprogram #consultingservices #advisoryservices #covid #pandemic #risk #customercare #businessoperations #operations#univest #insights #policy #politcs #bankingcomplianceinsights #insights #podcast digitalbanking #wolterskluwer #whenyouhavetoberight #compliance #SamirAgarwal #jimwrbanek

Summary:
Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Let’s talk about Customers, Culture, and Operations.

How has your bank responded to and pivoted during the current environment, including the pandemic and inevitable social unrest?

What’s worked? What has not?

Listen to this podcast episode, “Banking on the Way People Change,” to learn about adapting banking processes and client outreach in the current environment. Our host, Wolters Kluwer, Vice President, Banking Compliance Solutions, Samir Agarwal, is joined by Skipper Hines, a Vice President and Credit Underwriting Manager with M&F Bank, to share his experience serving customers in this unprecedented time. Together they provided practical suggestions for ways financial institutions can overcome challenges, create opportunities, and navigate regulatory change requirements brought about by the pandemic. They also provide insight into enhancing customer contact channels and automating as many internal tasks or processes as possible.

If you have questions about how we can help you better serve your clients and enhance your online loan application and commercial lending processes during the pandemic, please post them in the comments section of this podcast!

Product Highlights from the Podcast:
Wolters Kluwer CASH SuiteTM
https://www.wolterskluwer.com/en/solutions/cash-suite/ increase profits and grow top-line revenue by achieving straight-through-processing across every commercial loan lifecycle step.

Wolters Kluwer CASH WorkflowTM - https://www.wolterskluwer.com/en/solutions/cash-suite/cash-workflow provides visibility and control of your commercial lending process.

Wolters Kluwer Online Loan Applications - https://www.wolterskluwer.com/en/solutions/online-applications a robust online application platform ready to become the bank’s fully branded digital sales channel.

Sign up for our COVID-19 Regulatory Development Bulletins -https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking - https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

Add our podcast series to your playlist today.

Subscribe: iTunes/Apple Podcast | RSS |...]]>2199adapted,bank,banking,blm,business,community,customers,hines,institution,kluwer,lending,minority,navigating,pandemic,people,samir,skipper,social,unrest,woltersfalsefullhttps://www.spreaker.com/episode/episode-10-banking-operations-adapting-to-find-opportunities--41266510
Our new podcast, “Banking Operations: Adapting to Find Opportunities,” offers practical insights into how banks have successfully adapted operations in our new normal and highlights of successful practices that are becoming part of permanent banking strategies.

Listen in to Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal, our host, as he is joined on this episode by Jim Wrbanek, Director of Sales, Banking Compliance Solutions with Wolters Kluwer, to get the inside scoop on how some banks have optimized processes to adapt to today’s ever-changing environment. Jim will also share some of his observations on emerging trends in community bank operations.

If you have a question about how we can assist you with adapting your banking operations to serve your customers during the pandemic better, please post them in the comments section of this podcast!

Product Highlights from the Podcast:
Wolters Kluwer® Online Loan Applications and E-Sign Solution
https://www.wolterskluwer.com/en/know/four-corners-full

Paycheck Protection Program supported by TSoftPlus™
https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, risk assessments, and fintech partner
https://www.wolterskluwer.com/en/solutions/advisory-services

Sign up for our COVID-19 Regulatory Development Bulletins
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

Add our podcast series to your playlist today.
Subscribe: iTunes/Apple Podcast | RSS | Google Podcast | Spotify | Pocketcasts | Overcast

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/41266510Thu, 08 Oct 2020 12:00:15 +0000Radio America2020 – #findingopportunities? Our new podcast, “Banking Operations: Adapting to Find Opportunities,” offers practical insights into how banks have successfully adapted operations in our new normal and highlights of successful practices that are...
Our new podcast, “Banking Operations: Adapting to Find Opportunities,” offers practical insights into how banks have successfully adapted operations in our new normal and highlights of successful practices that are becoming part of permanent banking strategies.

Listen in to Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal, our host, as he is joined on this episode by Jim Wrbanek, Director of Sales, Banking Compliance Solutions with Wolters Kluwer, to get the inside scoop on how some banks have optimized processes to adapt to today’s ever-changing environment. Jim will also share some of his observations on emerging trends in community bank operations.

If you have a question about how we can assist you with adapting your banking operations to serve your customers during the pandemic better, please post them in the comments section of this podcast!

Product Highlights from the Podcast:
Wolters Kluwer® Online Loan Applications and E-Sign Solution
https://www.wolterskluwer.com/en/know/four-corners-full

Paycheck Protection Program supported by TSoftPlus™
https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, risk assessments, and fintech partner
https://www.wolterskluwer.com/en/solutions/advisory-services

Sign up for our COVID-19 Regulatory Development Bulletins
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

Add our podcast series to your playlist today.
Subscribe: iTunes/Apple Podcast | RSS | Google Podcast | Spotify | Pocketcasts | Overcast

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>1711advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,esign,insights,onlineapplication,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-9-working-through-covid-19-overcoming-challenges-and-creating-opportunities--41089043https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Briana Doña (https://www.linkedin.com/in/briana-dona-2299749/)

How well is your financial institution navigating change and regulatory requirements during the pandemic?

Our new podcast, “Working Through COVID-19, Overcoming Challenges and Creating Opportunities,” will focus on how the pandemic impacts banking processes and client relationships.

Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal is leading our discussion with co-host Briana Doña, Executive Vice President and Director of Operations at Univest® Bank. During our podcast, Briana will share her experiences serving customers and provide practical insights into how Univest successfully adapted operations during this unprecedented time. You will also learn best practices to help financial institutions overcome challenges and create opportunities that enhance customer care and business operations.

If you have a question about how we can assist you with COVID-19 adaptive operations, please post them in the comments section of this podcast!

Add our podcast series to your playlist today.

Product Highlights from the Podcast:
Wolters Kluwer® Online Loan Applications and E-Sign Solution
https://productioncm.wolterskluwer.com/en/know/four-corners-full

Paycheck Protection Program supported by TSoftPlus™
http://stg-www.wolterskluwerfs.com/lending-origination/solutions/sbatsoftplus.aspx

Advisory Services: CMS reviews, BSA reviews, risk assessments, and fintech partner
https://productioncm.wolterskluwer.com/en/solutions/advisory-services

Sign up for our COVID-19 Regulatory Development Bulletins
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/41089043Thu, 24 Sep 2020 12:00:00 +0000Radio AmericaHosted by Samir Agarwal (https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Briana Doña (https://www.linkedin.com/in/briana-dona-2299749/) How well is your financial institution navigating change and regulatory requirements...https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Briana Doña (https://www.linkedin.com/in/briana-dona-2299749/)

How well is your financial institution navigating change and regulatory requirements during the pandemic?

Our new podcast, “Working Through COVID-19, Overcoming Challenges and Creating Opportunities,” will focus on how the pandemic impacts banking processes and client relationships.

Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal is leading our discussion with co-host Briana Doña, Executive Vice President and Director of Operations at Univest® Bank. During our podcast, Briana will share her experiences serving customers and provide practical insights into how Univest successfully adapted operations during this unprecedented time. You will also learn best practices to help financial institutions overcome challenges and create opportunities that enhance customer care and business operations.

If you have a question about how we can assist you with COVID-19 adaptive operations, please post them in the comments section of this podcast!

Add our podcast series to your playlist today.

Product Highlights from the Podcast:
Wolters Kluwer® Online Loan Applications and E-Sign Solution
https://productioncm.wolterskluwer.com/en/know/four-corners-full

Paycheck Protection Program supported by TSoftPlus™
http://stg-www.wolterskluwerfs.com/lending-origination/solutions/sbatsoftplus.aspx

Advisory Services: CMS reviews, BSA reviews, risk assessments, and fintech partner
https://productioncm.wolterskluwer.com/en/solutions/advisory-services

Sign up for our COVID-19 Regulatory Development Bulletins
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent...]]>1646bank,book,briana,business,customer,employee,forbearance,important,open,operations,opportunity,pandemic,people,process,relationships,samir,serve,technology,universe,universityfalsefullhttps://www.spreaker.com/episode/episode-8-regulatory-change-management-navigating-the-pandemic-politics-and-policy--40490748https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Elaine F. Duffus (https://www.linkedin.com/in/elainefduffus/)

Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Podcast episode 8, “Regulatory Change Management: Navigating the Pandemic, Politics, and Policy,” focuses on how to approach your regulatory change management process, whether automated or manual. Our experts also address the challenges financial institutions are facing as they keep pace with regulatory change during the COVID-19 pandemic.

Wolters Kluwer Vice President, Banking Compliance Solutions Samir Agarwal interviews Elaine F. Duffus, a Senior Specialized Consultant with Wolters Kluwer, on strategies and resources to help manage the onslaught of federal and state regulations to ensure your institution remains informed and compliant with emerging standards.

If you have a question about how we can assist you with regulatory change management, please post them in the comments section of this podcast!

Podcast Product Spotlights
OneSumX® for Regulatory Change Management
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management

Paycheck Protection Program Supported by TSoftPlus™ https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, risk assessments, and fintech partner reviews
https://productioncm.wolterskluwer.com/en/solutions/advisory-services

Regulatory change management web page https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Sign up for our COVID-19 Regulatory Development Bulletins
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/40490748Thu, 17 Sep 2020 12:00:13 +0000Radio AmericaHosted by Samir Agarwal ( https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Elaine F. Duffus (https://www.linkedin.com/in/elainefduffus/) Wolters Kluwer® is a market-leading provider of advisory services and technology...https://www.wolterskluwer.com/en/experts/samir-agarwal) and special guest Elaine F. Duffus (https://www.linkedin.com/in/elainefduffus/)

Wolters Kluwer® is a market-leading provider of advisory services and technology solutions for optimizing compliance and risk management programs. Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.

Podcast episode 8, “Regulatory Change Management: Navigating the Pandemic, Politics, and Policy,” focuses on how to approach your regulatory change management process, whether automated or manual. Our experts also address the challenges financial institutions are facing as they keep pace with regulatory change during the COVID-19 pandemic.

Wolters Kluwer Vice President, Banking Compliance Solutions Samir Agarwal interviews Elaine F. Duffus, a Senior Specialized Consultant with Wolters Kluwer, on strategies and resources to help manage the onslaught of federal and state regulations to ensure your institution remains informed and compliant with emerging standards.

If you have a question about how we can assist you with regulatory change management, please post them in the comments section of this podcast!

Podcast Product Spotlights
OneSumX® for Regulatory Change Management
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management

Paycheck Protection Program Supported by TSoftPlus™ https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, risk assessments, and fintech partner reviews
https://productioncm.wolterskluwer.com/en/solutions/advisory-services

Regulatory change management web page https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Sign up for our COVID-19 Regulatory Development Bulletins
https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management/covid-19-regulatory-updates

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional...]]>2475change,compliance,kluwer,management,policy,politics,regulatory,woltersfalsefullhttps://www.spreaker.com/episode/episode-7-commercial-lending-through-covid-ppp-and-beyond--40639635https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Michael Fuchs

Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Our new podcast, “Commercial Lending Through COVID – PPP and Beyond,” focuses on how commercial lenders can stay on top of the rapidly changing circumstances, including credit assessments, to ensure they can fulfill obligations to customers during the pandemic. Here to lead our discussion on this subject is Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal.  And he is joined today by Michael Fuchs, Director of Commercial Lending with Wolters Kluwer, to provide expert insight on these challenges. Samir, let me pass the conversation over to you.” 

Our experts discuss strategies for assessing funding requests and quickly evaluating the rapidly changing credit risk to portfolios caused by the coronavirus as COVID-19 has created a business atmosphere like no other where the commercial borrower is inextricably linked to the consumer on the main street. With consumers in a precarious economic state, what does that mean for the commercial borrower? Now more than ever, lenders need to stay on top of the rapidly changing circumstances, including credit assessments, to ensure they can fulfill obligations to customers.

Podcast Product Spotlights CASH Suite and Insight https://www.wolterskluwer.com/en/solutions/cash-suite

Paycheck Protection Program supported by TSoftPlus - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, Risk assessments, and Fintech partner reviews. - https://productioncm.wolterskluwer.com/en/solutions/advisory-services

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/40639635Thu, 10 Sep 2020 12:00:04 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal And Special Guest - Michael Fuchs Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating...https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Michael Fuchs

Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Our new podcast, “Commercial Lending Through COVID – PPP and Beyond,” focuses on how commercial lenders can stay on top of the rapidly changing circumstances, including credit assessments, to ensure they can fulfill obligations to customers during the pandemic. Here to lead our discussion on this subject is Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal.  And he is joined today by Michael Fuchs, Director of Commercial Lending with Wolters Kluwer, to provide expert insight on these challenges. Samir, let me pass the conversation over to you.” 

Our experts discuss strategies for assessing funding requests and quickly evaluating the rapidly changing credit risk to portfolios caused by the coronavirus as COVID-19 has created a business atmosphere like no other where the commercial borrower is inextricably linked to the consumer on the main street. With consumers in a precarious economic state, what does that mean for the commercial borrower? Now more than ever, lenders need to stay on top of the rapidly changing circumstances, including credit assessments, to ensure they can fulfill obligations to customers.

Podcast Product Spotlights CASH Suite and Insight https://www.wolterskluwer.com/en/solutions/cash-suite

Paycheck Protection Program supported by TSoftPlus - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, Risk assessments, and Fintech partner reviews. - https://productioncm.wolterskluwer.com/en/solutions/advisory-services

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>2004forgiveness,kluwer,lenders,ppp,woltersfalsefullhttps://www.spreaker.com/episode/episode-6-fraud-opportunists-six-feet-away-and-closer-than-ever--40490617https://www.wolterskluwer.com/en/experts/samir-agarwal
and Special Guest - Gary Schweer - https://www.linkedin.com/in/gary-schweers-4a52757a

Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Our new podcast, “Fraud Opportunists, Six Feet Away and Closer Than Ever,” focuses on how social distancing and branch closures are driving more financial institutions to partner with fintechs to increase profits by conducting transactions digitally. The downside is that this fast-paced, digital environment has created a breeding ground for fraud opportunists.

Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal and Gary Schweers, a Consulting Manager with the Wolters Kluwer Advisory team, discuss trends that are creating opportunities for fraudsters (including a few driven by the pandemic), regulatory oversight measures, and strategies for shoring up fraud prevention programs. Plus, they’ll share details about industry-emerging areas that are typically vulnerable to fraud in pandemic conditions, as well as practical suggestions to help financial institutions remain vigilant.


Podcast Product Spotlights
Anti-Money Laundering PC Office Workers
OneSumX® for Anti-Money Laundering https://www.wolterskluwer.com/en/solutions/onesumx-financial-crime-control/onesumx-for-anti-money-laundering

Paycheck Protection Program supported by TSoftPlus - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, Risk assessments, and Fintech partner reviews.
https://productioncm.wolterskluwer.com/en/solutions/advisory-services


Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/40490617Thu, 27 Aug 2020 12:00:07 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal and Special Guest - Gary Schweer - https://www.linkedin.com/in/gary-schweers-4a52757a Banking Compliance Insights is a podcast series created to deliver insights on compliance...https://www.wolterskluwer.com/en/experts/samir-agarwal
and Special Guest - Gary Schweer - https://www.linkedin.com/in/gary-schweers-4a52757a

Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Our new podcast, “Fraud Opportunists, Six Feet Away and Closer Than Ever,” focuses on how social distancing and branch closures are driving more financial institutions to partner with fintechs to increase profits by conducting transactions digitally. The downside is that this fast-paced, digital environment has created a breeding ground for fraud opportunists.

Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal and Gary Schweers, a Consulting Manager with the Wolters Kluwer Advisory team, discuss trends that are creating opportunities for fraudsters (including a few driven by the pandemic), regulatory oversight measures, and strategies for shoring up fraud prevention programs. Plus, they’ll share details about industry-emerging areas that are typically vulnerable to fraud in pandemic conditions, as well as practical suggestions to help financial institutions remain vigilant.


Podcast Product Spotlights
Anti-Money Laundering PC Office Workers
OneSumX® for Anti-Money Laundering https://www.wolterskluwer.com/en/solutions/onesumx-financial-crime-control/onesumx-for-anti-money-laundering

Paycheck Protection Program supported by TSoftPlus - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Advisory Services: CMS reviews, BSA reviews, Risk assessments, and Fintech partner reviews.
https://productioncm.wolterskluwer.com/en/solutions/advisory-services


Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>1332compliance,examples,fraud,kluwer,lending,protection,woltersfalsefullhttps://www.spreaker.com/episode/episode-5-loss-mitigation-navigating-operational-challenges-in-a-pandemic-environment--40157453https://www.wolterskluwer.com/en/experts/samir-agarwal,
And Special Guest Chris Zimmerman - https://www.linkedin.com/in/chris-zimmerman-61b2929/

Banking Compliance Insights, a podcast series created to deliver insights on compliance trends and strategies for navigating today's regulatory and risk environments. Our Episode 5 takes a deep dive into what to expect at the end of allowable forbearance periods required under the CARES Act.

Coverage highlights:
- The wave of borrowers that will be required post forbearance workouts.
- Servicers concerns about the capacity to handle the impending wave of loss mitigation workouts.

Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal interviews Chris Zimmerman, a product manager for servicing technology solutions, on strategies for operationalizing servicing in a remote environment. He will also offer workflow solutions to assist your institution with multiple pandemic-driven challenges, including an influx of loss mitigation workouts.

Podcast Product Spotlights
Here are some of the ways Wolters Kluwer is helping servicers during this time.

Expere® Servicing & Loss Mitigation, https://www.wolterskluwer.com/en/solutions/expere/expere-servicing/expere-loss-mitigation

Printing and Mailing Services - https://www.wolterskluwer.com/en/solutions/compliance-documents/document-mailing

Wolters Kluwer E-Sign - https://www.wolterskluwer.com/en/solutions/esign

Consulting Services - https://www.wolterskluwer.com/en/solutions/advisory-services/compliance-management,

Fair Lending Wiz - https://www.wolterskluwer.com/en/solutions/wiz/fair-lending-wiz, and

OneSumX® for Regulatory Change - https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/40157453Wed, 05 Aug 2020 18:49:26 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal, And Special Guest Chris Zimmerman - https://www.linkedin.com/in/chris-zimmerman-61b2929/ Banking Compliance Insights, a podcast series created to deliver insights on...https://www.wolterskluwer.com/en/experts/samir-agarwal,
And Special Guest Chris Zimmerman - https://www.linkedin.com/in/chris-zimmerman-61b2929/

Banking Compliance Insights, a podcast series created to deliver insights on compliance trends and strategies for navigating today's regulatory and risk environments. Our Episode 5 takes a deep dive into what to expect at the end of allowable forbearance periods required under the CARES Act.

Coverage highlights:
- The wave of borrowers that will be required post forbearance workouts.
- Servicers concerns about the capacity to handle the impending wave of loss mitigation workouts.

Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal interviews Chris Zimmerman, a product manager for servicing technology solutions, on strategies for operationalizing servicing in a remote environment. He will also offer workflow solutions to assist your institution with multiple pandemic-driven challenges, including an influx of loss mitigation workouts.

Podcast Product Spotlights
Here are some of the ways Wolters Kluwer is helping servicers during this time.

Expere® Servicing & Loss Mitigation, https://www.wolterskluwer.com/en/solutions/expere/expere-servicing/expere-loss-mitigation

Printing and Mailing Services - https://www.wolterskluwer.com/en/solutions/compliance-documents/document-mailing

Wolters Kluwer E-Sign - https://www.wolterskluwer.com/en/solutions/esign

Consulting Services - https://www.wolterskluwer.com/en/solutions/advisory-services/compliance-management,

Fair Lending Wiz - https://www.wolterskluwer.com/en/solutions/wiz/fair-lending-wiz, and

OneSumX® for Regulatory Change - https://www.wolterskluwer.com/en/solutions/onesumx-for-compliance-program-management/onesumx-for-regulatory-change-management

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer...]]>1919business,cares,forbearance,lending,mitigation,pandemicfalsefullhttps://www.spreaker.com/episode/episode-4-fairness-in-the-face-of-crisis-fair-and-responsible-banking-in-the-midst-of-chaos--40007136https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest Britt Faircloth - https://www.wolterskluwer.com/en/experts/britt-faircloth

Listen to Episode 4, covering how the COVID-19 Pandemic has created an increasing number of vulnerable populations. Coupled with regulatory programs to provide relief, dispersed workforces, and distance banking keeping a focus on fairness and fair lending has been steep.
During the podcast, Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal interviews Britt Faircloth, a managing consultant with Wolters Kluwer consulting services team, who will provide strategies for keeping fairness central to your program throughout the product lifecycle.

Podcast Product Spotlights
Visit the Fair Lending Wiz® page for more information.
https://www.wolterskluwer.com/en/solutions/wiz/fair-lending-wiz

More insights from Britt Faircloth:
https://www.wolterskluwer.com/en/expert-insights/search-results?f:contenttype=Insight%20Article%20Page%7CInsight%20Case%20Study%20Page%7CInsight%20Event%20Page%7CInsight%20Infographic%20Page%7CInsight%20Podcast%20%20Page%7CInsight%20Video%20Page&q=Britt%20Faircloth

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/40007136Mon, 27 Jul 2020 22:14:29 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal And Special Guest Britt Faircloth - https://www.wolterskluwer.com/en/experts/britt-faircloth Listen to Episode 4, covering how the COVID-19 Pandemic has created an increasing...https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest Britt Faircloth - https://www.wolterskluwer.com/en/experts/britt-faircloth

Listen to Episode 4, covering how the COVID-19 Pandemic has created an increasing number of vulnerable populations. Coupled with regulatory programs to provide relief, dispersed workforces, and distance banking keeping a focus on fairness and fair lending has been steep.
During the podcast, Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal interviews Britt Faircloth, a managing consultant with Wolters Kluwer consulting services team, who will provide strategies for keeping fairness central to your program throughout the product lifecycle.

Podcast Product Spotlights
Visit the Fair Lending Wiz® page for more information.
https://www.wolterskluwer.com/en/solutions/wiz/fair-lending-wiz

More insights from Britt Faircloth:
https://www.wolterskluwer.com/en/expert-insights/search-results?f:contenttype=Insight%20Article%20Page%7CInsight%20Case%20Study%20Page%7CInsight%20Event%20Page%7CInsight%20Infographic%20Page%7CInsight%20Podcast%20%20Page%7CInsight%20Video%20Page&q=Britt%20Faircloth

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>1297cares,compliance,fairness,kluwer,lending,ppp,woltersfalsefullhttps://www.spreaker.com/episode/episode-3-a-lender-s-guide-to-forgiveness--37840762https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Neal Doherty - https://www.wolterskluwer.com/en/experts/neil-doherty

The Small Business Administration has started processing PPP loan forgiveness. Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal interviews Neal Doherty, a managing consultant with the Wolters Kluwer consulting services team, on the mechanics of forgiveness, including preparing borrowers and managing expectations post forgiveness.

Neal Doherty is with Wolters Kluwer consulting services team. This team can evaluate PPP loans for fairness and compliance. Visit our advisory services page for more information.

Neal discusses the technology used for facilitating PPP loans and the forgiveness process. Visit the TSoftPlus for Paycheck Protection Program and Forgiveness page for more information. https://www.wolterskluwer.com/en/expert-insights/episode-3-a-lenders-guide-to-forgiveness


More insights from Neal Doherty:

Article: A lender’s guide to PPP loan forgiveness timeline
https://www.wolterskluwer.com/en/expert-insights/a-lenders-guide-to-ppp-loan-forgiveness-timeline

Article: Lender Compliance Implications of the 60-Day PPP Loan Forgiveness Application Deadline
https://www.wolterskluwer.com/en/expert-insights/lender-compliance-implications-of-the-60-day-ppp-loan-forgiveness-application-deadline

Article: Conducting pandemic risk assessments: What banks need to know
https://www.wolterskluwer.com/en/expert-insights/conducting-pandemic-risk-assessments-what-banks-need-to-know

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/37840762Thu, 09 Jul 2020 16:00:06 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal And Special Guest - Neal Doherty - https://www.wolterskluwer.com/en/experts/neil-doherty The Small Business Administration has started processing PPP loan forgiveness....https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Neal Doherty - https://www.wolterskluwer.com/en/experts/neil-doherty

The Small Business Administration has started processing PPP loan forgiveness. Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal interviews Neal Doherty, a managing consultant with the Wolters Kluwer consulting services team, on the mechanics of forgiveness, including preparing borrowers and managing expectations post forgiveness.

Neal Doherty is with Wolters Kluwer consulting services team. This team can evaluate PPP loans for fairness and compliance. Visit our advisory services page for more information.

Neal discusses the technology used for facilitating PPP loans and the forgiveness process. Visit the TSoftPlus for Paycheck Protection Program and Forgiveness page for more information. https://www.wolterskluwer.com/en/expert-insights/episode-3-a-lenders-guide-to-forgiveness


More insights from Neal Doherty:

Article: A lender’s guide to PPP loan forgiveness timeline
https://www.wolterskluwer.com/en/expert-insights/a-lenders-guide-to-ppp-loan-forgiveness-timeline

Article: Lender Compliance Implications of the 60-Day PPP Loan Forgiveness Application Deadline
https://www.wolterskluwer.com/en/expert-insights/lender-compliance-implications-of-the-60-day-ppp-loan-forgiveness-application-deadline

Article: Conducting pandemic risk assessments: What banks need to know
https://www.wolterskluwer.com/en/expert-insights/conducting-pandemic-risk-assessments-what-banks-need-to-know

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>2268business,forgiveness,lenders,loan,pppfalsefullhttps://www.spreaker.com/episode/episode-2-ppp-legislative-updates-that-impact-1502-filings-and-procedures-for-submission--31545311https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Lori McCausland - https://www.linkedin.com/in/lori-mccausland/

Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Our new podcast, “PPP Legislative Updates That Impact 1502 Filings and Procedures for Submission,” focuses on how the Small Business Administration has started accepting 1502 filings, a process that triggers the payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno and Associates, dig deeper into the process for submitting 1502 filings and tracking payments. Special topics discussed include the impact of cancellations, partial forgiveness, and servicing on 1502 filings.

Podcast Product Spotlights:
Paycheck Protection Program Supported by TSoftPlus™ - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/31545311Thu, 18 Jun 2020 16:26:26 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal And Special Guest - Lori McCausland - https://www.linkedin.com/in/lori-mccausland/ Banking Compliance Insights is a podcast series created to deliver insights on compliance...https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Lori McCausland - https://www.linkedin.com/in/lori-mccausland/

Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments. Our new podcast, “PPP Legislative Updates That Impact 1502 Filings and Procedures for Submission,” focuses on how the Small Business Administration has started accepting 1502 filings, a process that triggers the payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno and Associates, dig deeper into the process for submitting 1502 filings and tracking payments. Special topics discussed include the impact of cancellations, partial forgiveness, and servicing on 1502 filings.

Podcast Product Spotlights:
Paycheck Protection Program Supported by TSoftPlus™ - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>13731502,compliance,forgiveness,lenders,pppfalsefullhttps://www.spreaker.com/episode/episode-1-ongoing-1502-filing-requirements-and-common-errors-to-avoid--30358122https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Lori McCausland - https://www.linkedin.com/in/lori-mccausland/

Summary: Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.
Our new podcast, “Ongoing 1502 Filing Requirements and Common Errors to Avoid,” focuses on how the Small Business Administration has started accepting 1502 filings, a process that triggers the payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno Associations, to provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into the intricacies and nuances of 1502 filings, including servicing, cancellations, and delinquencies.

Podcast Product Spotlights:
Paycheck Protection Program Supported by TSoftPlus™ - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>https://api.spreaker.com/episode/30358122Fri, 12 Jun 2020 01:00:26 +0000Radio AmericaBy: Samir Agarwal - https://www.wolterskluwer.com/en/experts/samir-agarwal And Special Guest - Lori McCausland - https://www.linkedin.com/in/lori-mccausland/ Summary: Banking Compliance Insights is a podcast series created to deliver insights on...https://www.wolterskluwer.com/en/experts/samir-agarwal
And Special Guest - Lori McCausland - https://www.linkedin.com/in/lori-mccausland/

Summary: Banking Compliance Insights is a podcast series created to deliver insights on compliance trends and provide strategies for navigating today’s regulatory and risk environments.
Our new podcast, “Ongoing 1502 Filing Requirements and Common Errors to Avoid,” focuses on how the Small Business Administration has started accepting 1502 filings, a process that triggers the payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer® Vice President, Banking Compliance Solutions, Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno Associations, to provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into the intricacies and nuances of 1502 filings, including servicing, cancellations, and delinquencies.

Podcast Product Spotlights:
Paycheck Protection Program Supported by TSoftPlus™ - https://www.wolterskluwer.com/en/solutions/tsoftplus/sba-tsoftplus

Want customized compliance strategies? Sign up for a custom demo by clicking https://www.wolterskluwer.com/en/about-us/organization/governance-risk-and-compliance

Listen to more Banking Compliance Insights by Wolters Kluwer here https://bit.ly/2G8Flso

For more information and additional guidance, please visit www.WoltersKluwer.com or call 1-800-397-2341. Please join us for future podcasts focused on navigating emerging trends in regulatory compliance.

DISCLAIMER: The information and views outlined in this Wolters Kluwer Financial Services’ communication are general in nature and are not intended as legal or professional advice. Although based on the law and information available as of the date of publication, general assumptions have been made by Wolters Kluwer Financial Services that may not take into account potentially important considerations to specific businesses. Therefore, the views and information presented in Wolters Kluwer Financial Services’ communication may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their determinations in light of their specific circumstances.]]>1179falsefullhttps://www.spreaker.com/episode/episode-10-trailer-banking-operations-adapting-to-find-opportunities--41266106
Our new podcast, “Banking Operations: Adapting to Find Opportunities,” offers practical insights into how banks have successfully adapted operations in our new normal and highlight successful practices that are becoming permanent banking strategies. Listen in as Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal, joined by Jim Wrbanek, Director of Sales, Banking Compliance Solutions with Wolters Kluwer, get the inside scoop on how some banks have optimized processes to adapt to today’s ever-changing environment. |🎧 LISTEN to the FULL episode available NOW!]]>https://api.spreaker.com/episode/41266106Tue, 12 May 2020 19:10:00 +0000Radio AmericaBanking Compliance Insights |PODCAST| 2020 – #findingopportunities? Our new podcast, “Banking Operations: Adapting to Find Opportunities,” offers practical insights into how banks have successfully adapted operations in our new normal and highlight...
Our new podcast, “Banking Operations: Adapting to Find Opportunities,” offers practical insights into how banks have successfully adapted operations in our new normal and highlight successful practices that are becoming permanent banking strategies. Listen in as Wolters Kluwer® Vice President, Banking Compliance Solutions Samir Agarwal, joined by Jim Wrbanek, Director of Sales, Banking Compliance Solutions with Wolters Kluwer, get the inside scoop on how some banks have optimized processes to adapt to today’s ever-changing environment. |🎧 LISTEN to the FULL episode available NOW!]]>14advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,esign,insights,onlineapplication,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,whenyouhavetoberight,wolterskluwerfalsefullhttps://www.spreaker.com/episode/episode-9-trailer-working-through-covid-19-overcoming-challenges-and-creating-opportunities--41088406https://www.spreaker.com/user/10614200/ep-9-final]]>https://api.spreaker.com/episode/41088406Tue, 12 May 2020 11:00:00 +0000Radio AmericaPODCAST | FIVE MONTHS after COVID-19 disrupted virtually every business, Wolter Kluwer® Banking Compliance Insights sits down with Briana Doña, Executive Vice President and Director of Operations with Univest Bank, to discuss her experience serving...https://www.spreaker.com/user/10614200/ep-9-final]]>24advisoryservices,bankingcomplianceinsights,businessoperations,consultingservices,covid,customercare,digitalbanking,insights,operations,pandemic,paycheckprotectionprogram,podcast,policy,politics,ppp,risk,univest,univestbank,whenyouhavetoberight,wolterskluwerfalsetrailerhttps://www.spreaker.com/episode/episode-8-trailer-regulatory-change-management-navigating-the-pandemic-politics-and-policy--40939555
https://www.spreaker.com/user/10614200/ep-8-final-1]]>https://api.spreaker.com/episode/40939555Fri, 08 May 2020 12:00:00 +0000Radio AmericaNEW PODCAST | Regulatory Change Management: Navigating the Pandemic, Politics, & Policy, focuses on how to approach challenges financial institutions face given COVID impacts, regulatory change management process & how to remain compliant. LISTEN NOW!...
https://www.spreaker.com/user/10614200/ep-8-final-1]]>37bankingcomplianceinsights,compliance,covid,covid19,financial,pandemic,podcast,regchange,@regulatorychange,samiragarwal,whenyouhavetoberight,wolterskluwerfalsetrailerhttps://www.spreaker.com/episode/episode-7-trailer-commercial-lending-through-covid-ppp-beyond--40936426


URL: https://www.wolterskluwer.com/en/expert-insights/episode-7-commercial-lending-through-covid-ppp-and-beyond]]>https://api.spreaker.com/episode/40936426Thu, 07 May 2020 12:00:00 +0000Radio AmericaNEW PODCAST | How are lenders supporting borrowers through loan forgiveness? Answers to this & more in our episode titled “Commercial Lending Through COVID – PPP & Beyond” on commercial lenders versus rapidly changing circumstances. LISTEN to the FULL...


URL: https://www.wolterskluwer.com/en/expert-insights/episode-7-commercial-lending-through-covid-ppp-and-beyond]]>43bankingcomplianceinsights,commerciallending,compliance,covid,covid19,financial,lenders,loanforgiveness,pandemic,podcast,@ppp,pppforgiveness,samiragarwal,whenyouhavetoberight,wolterskluwerfalsetrailerhttps://www.spreaker.com/episode/episode-6-trailer-fraud-opportunists-six-feet-away-and-closer-than-ever--40960035https://bit.ly/3gBarFq]]>https://api.spreaker.com/episode/40960035Wed, 06 May 2020 12:00:00 +0000Radio AmericaClick for a highlight from our #PODCAST Baking Compliance Insights by Wolters Kluwer in this session with Gary Schweers focused on trends creating opportunities for #FRAUDSTERS driven by the #PANDEMIC. Also, What are the gotchas in #fraud? & What do...https://bit.ly/3gBarFq]]>41financialcrime,fintech,whenyouhavetoberight,wolterskluwerfalsetrailerhttps://www.spreaker.com/episode/episode-5-trailer-loss-mitigation-navigating-operational-challenges-in-a-pandemic-environment--40960180https://bit.ly/2EIBIbH]]>https://api.spreaker.com/episode/40960180Tue, 05 May 2020 12:00:00 +0000Radio AmericaClick to hear a highlight from Baking Compliance Insights by Wolters Kluwer in our session with Chris Zimmerman covering: The wave of borrowers that will require post forbearance workouts & servicers concerns about handling the impending wave of loss...https://bit.ly/2EIBIbH]]>28advisoryservices,bankingcomplianceinsights,caresact,compliance,consultingservices,digitalbanking,forebearance,insights,lossmitigation,pandemic,paycheckprotectionprogram,podcast,ppp,whenyouhavetoberight,wolterskluwerfalsetrailerhttps://www.spreaker.com/episode/episode-4-trailer-fairness-in-the-face-of-crisis-fair-and-responsible-banking-in-the-midst-of-chaos--40936424


URL: https://www.wolterskluwer.com/en/expert-insights/episode-4-fairness-in-the-face-of-crisis]]>https://api.spreaker.com/episode/40936424Mon, 04 May 2020 12:00:00 +0000Radio AmericaPODCAST AVAILABLE | How are fair banking programs holding up to the strain of the pandemic? Wolters Kluwer experts Samir Agarwal & Britt Faircloth provide strategies to keep fairness in lending programs throughout the product lifecycle. LISTEN TO THE...


URL: https://www.wolterskluwer.com/en/expert-insights/episode-4-fairness-in-the-face-of-crisis]]>39bankingcomplianceinsights,brittfaircloth,compliance,covid,covid19,fairlending,financial,lending,pandemic,podcast,samiragarwal,whenyouhavetoberight,wolterskluwerfalsetrailer