Upcoming Events

Winning with Customer 360

11/17/2021 10:00 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

Seats Remaining: 36

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

Salesforce partner

Let’s get real and have an honest conversation on how to get to Customer 360 with Salesforce.

We will specifically talk about connecting your core and LOS’s to get the transparency you need to deliver on your Customer 360 initiatives.

Key takeaways from this discussion:

  • Review macro-trends in digital transformation
  • Customer 360 trends driving transformation in financial services
  • Questions to help you assess Customer 360 readiness
  • Barriers to Customer 360 success

Registered attendees will receive a Thanksgiving basket to share with their coworkers or families, as well as a donation in their name to their charity of choice.

Panel moderator: Sara Circosta (Wipfli)

Panel speakers: Lisa Nicholas (Wipfli), Robin Early (Wipfli) and Matt Alvers (Salesforce)


Matt Alvers Matt Alvers, Vice President, Salesforce.com

Matt Alvers is a six-year veteran and executive team leader at Salesforce.com. Matt's current responsibility is driving product strategy, market execution and digital transformation amongst Salesforce clientele. Previously, Matt spent the last five years working with leading customers to transform their multichannel marketing automation solutions.
Lisa Nicholas Lisa Nicholas, Director, Wipfli

Lisa Nicholas is a director at Wipfli out of Austin, TX. She specializes in digital transformation and marketing for the financial services industry. Lisa has more than 20 years of experience in the credit union and banking industry. She has worked with companies to transform their marketing, sales and operations functions, with a focus on transformation from traditional to digital by leveraging technology and data.
Robin Early
Robin Early, Technology Consultant, Wipfli

Robin Early is a Technology Consultant at Wipfli focused on digital transformation in the banking and credit union industry. Robin has more than 18 years of experience in financial services, primarily in the credit union industry, and previously 28 years as an entrepreneur and top sales achiever, trainer and sales director.
Sara Circosta Sara Circosta, Senior Business Developer, Wipfli

Sara Circosta has spent over 10 years in the technology industry. Her focus is on delivering industry-leading technology solutions centered on optimizing value streams, collaboration and decision making. She works with the technology team to help clients improve their profitability by integrating strategy, process, people and organizational change.