Love letter to the CCOs

Champion your compliance.

A note from Chief Executive Officer
Amy Kadomatsu

Join our panel of experts for a Fireside Chat:
Transitioning Compliance Technology Solutions.

Dear chief compliance officers,

Let’s be honest, the last two years have been tough. While you aren’t in this career for fame or accolades, you deserve a lot of love and appreciation for your superhuman ability to get the job done.

We all know the regulatory landscape is ever changing. In addition, recent M&A activity in our industry may have you feeling uncertain, especially some of you long-time Schwab Compliance Technologies clients.

We know how important accuracy and dependability are to you when selecting a platform. You always want to consider your options from every angle, so it’s natural these changes may have you wondering if you’re missing something.

The good news is you have choices. Let me introduce you to our family of brands – ComplySci, RIA In a Box, NRS, Illumis and Itegria – and see if we’re right for you. From software and intelligence to consulting, services and education – we’ve got you covered.

Miss the first of our three-part webinar series dedicated to best practices in evaluating, selecting and migrating to the right compliance technology solution? Listen to a full recording of our Fireside Chat: Transitioning Compliance Technology Solutions to learn wow to know if its time for a change, get leadership buy-in and avoid common transition issues. Other sessions will be held Tuesday, Aug. 23 and Thursday, Oct. 6. You can learn more at

Can’t make the webinar? No problem. Reach out to me at and we can work with you to find the best partner.

Thank you for being my superhero.

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Fireside Chat: Transitioning Compliance Technology Solutions

Building a comprehensive compliance program dynamic enough to address the rapidly evolving regulatory landscape is a tall order. Chief compliance officers and their teams are under increasing pressure to evaluate and choose the right technology partner to meet their growing compliance needs in the face of potential changes to their costs, solutions and platforms.

Join our panel of experts including ComplySci CEO Amy Kadomatsu as they discuss transitioning solutions and best practices to evaluate, select and get buy-in for a change.


Your partner. Your choice.

You deserve a partner who is as committed as you. Someone who lives for the details and strives for perfection. A team committed to providing you the security and dependability critical to your firm.