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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.  Click here to learn how one WI community bank found a trusted partner in bank operations.

"ShareFI has taken part not just in our daily compliance work but also regular staff training, operational efficiency improvement and strategy implementation." 
Ryan Kamphuis, President & CEO of Bristol Morgan Bank

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 has become a trusted advisor and an extension of our team at the Bank of Sun Prairie, in a short time. The ease of doing business with ShareFI has unquestionably been a value-add for us and an important part of the bank's strategy as we move forward."
Jimmy Kauffman, President and CEO, and Chairman of the Board of Directors Bank of Sun Prairie


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.

"ShareFI has been a valued partner in assisting with our bank’s compliance needs and implementing our well-designed Compliance Management System (CMS).  We have been working with them for more than a year and could not be happier with the service and vast knowledge they provide to our organization." 
Rachael A Gadbois & Justin P Adamski, Co-Presidents & Chief Executive Officers of The Pineries Bank

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. 1220 or via email.