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Partners, principals and associates

Terry Ammons Atlanta

235 Peachtree St NE
Atlanta, GA 30303



Email: terry.ammons@wipfli.com

Terry Ammons, CPA, CISA, CTPRP


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.


  • 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


McNeese State University

  • Bachelor of science degree in accounting

Recent Insights


Podcast: The benefits of expanding into the digital realm
Jun 13, 2023

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