Matt Sabo
Director, Wipfli Advisory LLC
Matt Sabo is a director with 25+ years of experience in data management, data integration, and advanced statistical analysis. Matt has planned enterprise data-management strategies and implemented analytic solutions for clients in the financial services, commercial real estate, manufacturing, healthcare, and technology industries. He has deep industry knowledge in financial-services analytics, particularly in the areas of credit management, lending performance, risk profiling and compliance reporting. In addition, Matt helps organizations integrate predictive models into their operational processes.
Credentials
- IBM Certified Business Intelligence Solutions Expert
- Certified Fisheries Professional – American Fisheries Society
Professional memberships and activities
- Risk Management Association – Member
- Planning Commissioner and Environmental Advisory Council Chair – Kennett Township, Pennsylvania
Areas of Focus
- Enterprise data-management strategy and planning
- Credit management and risk profiling for banks
- Leveraging data to improve financial-services and fintech
- Predictive modeling and advanced statistical analysis
Education
The Pennsylvania State University- Bachelor of science degree in wildlife science
- Master of science degree in fisheries science
- Ph.D. degree in fisheries and wildlife sciences
Recent Insights
Articles
Wealth and asset management firms want to better leverage AI and analytics. How do you get started?
Jan 16, 2026
Wealth and asset management firms need a CRM to drive organic growth
Jan 14, 2026
Automation vs. augmentation — making the right AI move
Aug 13, 2025
Solving 3 major data and analytics challenges for healthtech companies
Aug 13, 2025
Why AI strategy is the most exciting part
Aug 12, 2025
AI isn’t a moonshot — it’s a margin play
Aug 05, 2025
Connecting AI to ERP and CRM data flow for decision magic
Aug 04, 2025
Charting a course for growth: Building a data-driven roadmap in insurance
Oct 14, 2024
Transforming decision-making with data accessibility
Sep 09, 2024
How insurance firms can approach AI like today’s digital leaders
Mar 20, 2024
Grow your client relationships with a customer data platform
Apr 10, 2023
How your organization can make use of your data with AI in financial services
Apr 05, 2023
Podcasts
Podcast: Harnessing AI in financial institutions — Insights from Wescom Credit Union
May 02, 2025
Videos And Webcasts
IT Leadership Roundtable: Preparing for the AI-powered bank
Jun 06, 2025
AI in financial services: Risk, governance and best practices
Feb 05, 2025
AI ready: Preparing for the future of the financial services industry
Oct 10, 2024
Webinar: The impact of AI in software development
Sep 27, 2023