Advice for today. Vision for tomorrow.
Financial institutions face many challenges today, including regulatory pressure, financial performance, shareholder value, and fierce competition to keep good customers. Wipfli’s financial institutions practice includes partners and associates whose time and professional training are dedicated to serving financial institutions. We live it. We breathe it. We get it.
Integrity, Caring, Excellence, Teamwork, and Perseverance.
These are the values that define our goals of providing constant communication, value-driven consultation, and education. Complimentary services for financial institutions include Financial and operational performance analyses, networking forums, educational webinars, annual forums, and articles and whitepapers on our website.
Get the local attention and insight you deserve from a strong firm. Bring the strengths of Wipfli to your financial institution now, and put yourself in a stronger position to meet the challenges you face and take advantage of the opportunities that matter most to your success.
Strategic Advisory Services
As one of the country’s leading authorities in strategic advisory services for financial institutions and related trade associations, Wipfli’s strategic advisors work with numerous financial institutions on all facets of strategic planning and strategy. Our reputed approach and process treats every financial institution as a unique entity. The bottom line is we provide value-added, custom solutions specific to our clients.
Audit and Accounting
Audit and Accounting Services can be very similar from firm to firm; the Wipfli difference is in the value you receive from the relationship. We strive to add value to your organization through our committed resourceful partners and associates, who are experienced in the financial institution industry.
Risk Advisory Services
Wipfli offers customized, flexible solutions delivered by industry specific professionals for all of your risk management needs. Providing solutions for risk assessments, internal audit, regulatory compliance, loan review, trust examinations, asset liability management, and information technology examinations and security testing, we'll be with you every step of the way.
Our team continually reevaluates tax strategies to ensure they are beneficial to you. Wipfli's Tax associates have in-depth knowledge of the financial institutions industry and can provide tax planning, compliance, and audit assistance on industry-specific issues, as well as issues that are not unique to financial institutions.