COVID-19 Support and Services Update 3.31.2020, see more information here.

Compliance & Management Services

The Challenge

Today’s financial landscape seems to change with a blink of an eye, and at the forefront of those challenges are regulatory risk and operational management. Staying ahead of the competition while remaining compliant strains financial institutions’ resources and makes them vulnerable for negative trends in the industry.

These complex challenges mean your staff spend more time on “being compliant” and operationally driven and less time making loans or opening deposit accounts. Many institutions operate without the benefit of a central Compliance Officer or Risk Management employees, so the burden falls to staff members, whose focus shifts from customers to compliance.

Let us help you get back to the business of doing business.

The Solution

ShareFI extends beyond the services already offered through the Wisconsin Bankers Association, like legal calls, expert education, and comprehensive publications. Through our compliance and management consulting services, such as coaching and customized regulation testing, we deliver practical, step-by-step process improvements, actionable recommendations, and comprehensive staff training – all at a reasonable cost.


ShareFI services will be flexible and customized to meet your operational or management needs. We offer our services under a three-pronged approach:

Compliance and Risk Management

Operations and Management

Shared Professional Services

The ultimate goal is to provide financial institution-specific services that deliver the results your institution needs without clouding the waters with extraneous add-ons that you don’t need.

Get Started

Contact Jeff Schmid, CRCM, Director - Compliance & Management Services to discuss how we can help ease the stress on your financial institution due to compliance burden, at 800-722-3498 ext. 220 or via email.