Sara Circosta
Senior Business Developer
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
Professional memberships and activities
- Women in Technology International - Member
- CUNA - Member
- Arizona Technology Council - Member
Areas of Focus
- Enterprise application implementations and integrations
- Technology roadmapping and assessments
- Digital transformation for financial services
- Software selection
Industries
Financial ServicesEducation
Arizona State University- Bachelor of science degree in business management
- Executive Certificate in Global Leadership
Recent Insights
Articles
CRM adoption: How to set up your organization for success
Jan 28, 2022
Webinars
Financial Services Forum recording: Industry overview
Dec 12, 2022
IT Leadership Roundtable, November 2022
Nov 14, 2022
Digital transformation: Unlocking the true potential – Financial Services Forum
Oct 27, 2021
Digital transformation: Unlocking the true potential – Credit Union Forum
Oct 19, 2021