Terry Ammons, CPA, CISA, CTPRP
Partner
Terry Ammons assists financial institutions and fintech companies with a variety of risk advisory, assurance and consulting services and serves as Wipfli’s Fintech Practice leader. He has extensive experience providing Service and Organization Controls (SOC) reports for transaction and payment processors, core banking, alternative lenders, managed services, loan servicing and software development for technology companies throughout the United States. Terry also counsels fintech companies at the startup and growth-stages on strategy matters. He has written and presented on variety of topics such fintech/banking partnerships, vendor risk management and innovation in financial services and currently serves on the Board of the Association for Financial Technology.
Certifications
- Certified Public Accountant
- Certified Information Systems Auditor
- Certified Third Party Risk Professional
Professional memberships and activities
- American Institute of Certified Public Accountants (AICPA) – Member
- Georgia Society of Certified Public Accountants (GSCPA) – Member
- Association for Financial Technology (AFT) – Board member and treasurer
- Technology Association of Georgia (TAG) – Member
- Information Systems Audit and Control Association (ISACA) – Member
Areas of Focus
- Financial institutions
- Financial technology
- Startup businesses
- SOC reporting
- Information technology reviews
- Information security
- Vendor management
Education
McNeese State University
- Bachelor of science degree in accounting
Recent Insights
Articles
The newest fintech investors: Financial institutions
Feb 12, 2023
Can your fintech partnerships stand up to regulatory scrutiny?
Nov 08, 2022
How financial institutions can support financial inclusion
Oct 26, 2021
SOC for Cybersecurity vs. SOC 2: 5 key differences
Jul 02, 2020
SOC for Cybersecurity: An inside look
Jul 01, 2020
Vendor risk management: Protecting your data
Jun 18, 2020
Preserving capital during crisis: A primer for tech startups
Apr 16, 2020
Maintaining fintech sales pipelines during COVID-19
Apr 07, 2020
Relationship counseling for financial institutions and fintechs
Feb 17, 2020
How fintech, financial institution partner to serve gig economy workers
Oct 31, 2019
Blogs
Podcast: Finding your financial institution’s niche
Feb 07, 2023
Podcast: Positioning your credit union to better compete
Jan 11, 2023
Podcast: Empowering your aging adult customers
Nov 15, 2022
Podcast: How data can strengthen your financial institution
Sep 13, 2022
Podcast: How to create an impactful digital experience
Jun 28, 2022
Podcast: How financial institutions can approach offering cryptocurrency services
Jun 08, 2022
Podcast: Next-generation technology strategy for community banks
Apr 14, 2022
Podcast: How banks are reducing processing costs by 50%
Mar 07, 2022
Podcast: The value of compliance-centric IT services
Feb 02, 2022
This community bank’s road to digital transformation
Dec 07, 2021
Podcast: Making better banking decisions with better data
Oct 22, 2021
Podcast: How Oconee State Bank modernized its back-office compliance processes
Sep 07, 2021
Podcast: How HT Mobile Apps is helping financial literacy
Jul 19, 2021
Podcast: How and why Central Payments developed its fintech accelerator program
Jun 06, 2021
Podcast: How digital statements impact the customer experience
May 03, 2021
Podcast: Transforming bill pay solutions in your financial institution
Mar 20, 2021
Podcast: How to integrate the best core banking software for your financial institution
Mar 02, 2021
Podcast: Personalizing the customer experience with technology
Feb 03, 2021
Podcast: How the political climate is impacting financial institutions and small businesses
Jan 19, 2021
Podcast: Growing small businesses with bank-centric technology
Dec 01, 2020
Podcast: How Finosec CEO combines innovation and significance
Oct 05, 2020
Liat Shetret of Elliptic discusses growing role of banks and compliance in cryptocurrency transactions
Aug 27, 2020
Barclay Keith of Artis discusses building a real-time, technology-driven lending solution
Jul 21, 2020
Jonathan Smith of Xamin discusses going remote
Jun 15, 2020
In The News
External News
Do your fintech partners speak “Bank”?
BAI | Nov 03, 2021
Business Banking’s Digital Transformation Pain Points
Bank Director | Aug 28, 2021
