Carlos Vega
Director, Wipfli Advisory LLC
- Location
- Irvine, CA
- Contact
- +1 949 549 2486
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
- Digital transformation
- Digital strategy
- Product ideation
- Custom software development
- CRM
- Emerging technologies
- Scrum Alliance – Certified Scrum Master
Loyola Marymount University, Los Angeles
- Bachelor of business administration degree in finance
- Bachelor of business administration degree in IT
University of Southern California, Los Angeles
- Masters of business administration degree in finance and technology commercialization
Latest case studies, resources, and insights
ARTICLE | BANKS
Can traditional financial institutions avoid losing Gen Z to fintech?
Gen Z opens four million bank accounts a year, but often prefers fintech companies over traditional financial institutions. How can institutions stop losing transactions, fees and customers?
ARTICLE | INSURANCE
AI use cases in insurance: How AI helps insurance companies adapt to challenging times
With the insurance industry facing spiraling claim costs, insurers are turning to AI to adapt. What are the top use cases you should know?
WEBINAR | FINANCIAL SERVICES
April 2025 Risk Roundtable: Artificial intelligence
This Risk Roundtable will explore how AI is affecting financial institutions. Explore regulatory considerations, adoption strategies and policies to prepare your organization for the future.
