Financial Institutions

Financial Institutions

Expertise. Trust. Value.

Financial institutions face many challenges today, including regulatory pressure, financial performance, shareholder value, and fierce competition to retain market share and employees.

Wipfli’s financial institutions professionals are dedicated to serving financial institutions. Many of us have worked in financial institutions and understand what it is like to walk in your shoes.

We live it. We breathe it. We get it.

Our goal is to help your organization succeed, by providing constant communication, value-driven consultation, and education. Some of the complimentary services we provide to financial institutions include financial and operational performance analyses, networking and educational forums, educational webinars, timely blogs, and relevant articles and whitepapers.

Our experts are featured speakers at various financial institution trade association meetings around the country and are committed to sharing their knowledge within the industry. Bring the strengths of Wipfli to your financial institution today, and put yourself in a stronger position to meet the challenges of tomorrow.

Regulatory Compliance Services

Regulatory Compliance Services

Today’s ever-changing regulatory environment makes it difficult for financial institutions to maintain an effective compliance program. Wipfli's professional compliance team can help.
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Information Technology Services

Information Technology Services

New technologies continue to change how financial institutions connect and serve information to customers, our IT consulting experts will be with you every step of the way.
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audit and accounting services

Audit and Accounting

Audit and Accounting Services can be very similar from firm to firm; the Wipfli difference is in the value you receive from the relationship. We strive to add value to your organization through our committed resourceful partners and associates, who are experienced in the financial institution industry.
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Talent Management Services

Talent Management Consulting

Build a high performance organization with strategic support from a proven group of talent management experts who are experienced in the financial institution industry.
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Featured Expertise

JoAnn M. Cotter, CPA

JoAnn Cotter is the leader of Wipfli LLP’s financial institutions practice. She coordinates the strategic direction and development of services within the firm’s financial institutions practice and the development of practice associates

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Financial Institutions Services Overview