Driving the impact of community development

Community Development Wiz is a comprehensive SaaS-based platform designed to streamline the management of community development activities for financial institutions. It consolidates all community development documentation, loans, investments, and services into a centralized repository, automates manual processes, and ensures compliance with the Community Reinvestment Act (CRA).

Built to support compliance with existing CRA regulations, while providing the foundation for any future CRA changes

The solution provides robust functionality and systematic processes to capture, track, review, document, and qualify community development activities, enhancing operational efficiency and community impact. Seamlessly communicating with CRA Wiz, it offers a holistic view of CRA-related performance, improving traceability, enabling comprehensive analytics and reporting, and preparing financial institutions for CRA compliance and future regulatory changes.

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Queue management
Managing various lines of business’ (LOB) tasks responsible for qualifications.
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Qualification/analysis
Qualify loans, investments, and services; assign purpose and apply impact and responsiveness factors.
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Documentation
Upload or link documentation required to track, manage, or qualify Community Development (CD), Environmental, Social, and Governance (ESG), and Corporate Social Responsibility (CSR) activities.
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Regulatory workflow
Manage data collection and qualification through a linear, intuitive, and seamless user experience across the entire process; pre-qualify using machine learning analytics to enhance qualification.
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Regulatory workflow
Manage data collection and qualification through a linear, intuitive, and seamless user experience across the entire process; pre-qualify using machine learning analytics to enhance qualification.

Current rule

Future rule

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Robust functionality


  • Manages the collection and qualification of data from end-to-end
  • Provides users with specific tasks and streamlined processes through its queue functionality
  • Helps in managing community development CRA credit documentation by storing it in one centralized location
  • Assigns activities by Assessment Area
  • Reduces the complexity associated with managing community development data

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Systematic processes


  • Provides the tools to efficiently qualify loans, investments, and services across the four categories of community development, helping to improve consistency and reduce risk
  • Captures and reports community loans, investments, and service activities at a transaction level
  • Supports examinations, board and senior management reporting, and community presentations to strengthen messaging on performance

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One SaaS platform


  • Supports integration with other relevant components for managing Home Mortgage Disclosure Act (HMDA) data, Small Business Data Collection (1071), and other applicable regulations
  • Provides a centralized location of all CRA data while also streamlining examinations, evaluations, and goal-setting

Resources:

Community Development Wiz Product Sheet
Community Development Wiz®
Choose a tracking solution that’s just right for your financial institution.
Download Product Sheet
Small Biz Wiz Product Sheet
Wiz® for CRA, HMDA, Fair Lending, Community Development, and Small Business Section 1071
Ensuring compliance. Enhancing value.
Download Product Sheet
CRA Regulatory Modernization Resource Center
Community Reinvestment Act (CRA) regulatory modernization
As CRA Modernization takes form, be on the front end of hearing the details, understanding the requirements, and complying with the regulation.
Visit the Resource Center

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Senior executive with his team discussing data in a conference room. Working as a Team. OneWebGetty2021

CRA Advisory Services

Our consultants understand how to evaluate and ensure our customers successfully meet Community Reinvestment Act (CRA) performance expectations.
Learn More
By leveraging the combined power of CRA Wiz, Community Development Wiz, Fair Lending Wiz, and HMDA Wiz, financial institutions can ensure regulatory compliance, enhance their community development activities, and demonstrate their commitment to fair and responsible lending, ultimately driving positive outcomes for the communities they serve.
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November 16, 2025 - November 19, 2025
Los Angeles, California

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