Robin Early

Director, Wipfli Advisory LLC

Robin Early is a seasoned director with over 20 years of experience in Financial Services, including six years in consulting. She is passionate about helping banks and credit unions optimize their operations through best-in-class CRM implementations. Robin brings a unique perspective from her time working within financial institutions, giving her deep insight into complex internal processes, the day-to-day responsibilities of team members, and the strategies required to drive successful user adoption. Clients value her ability to bridge technology and business needs, ensuring solutions deliver measurable results.

Credentials

• Salesforce Certified Associate
• Salesforce Certified AI Associate
• Mortgage Lender License NMLS # 1019869
• Certified Scrum Master
• Creatio Sales Specialist
• Creatio Service Fast Track

Professional memberships and activities

• Financial Women in Texas