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 professionals 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

Benefits of Co-Sourcing Your Internal Audit Plan (Video)

You don’t have to stress about making sure your internal audit plan is completed on time. Together, we work with you to identify risks, update processes and finalize your plan.
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Current Expected Credit Loss (CECL)

CECL: The New World of Credit Losses

FASB’s new Current Expected Credit Loss (CECL) model is the biggest accounting and financial reporting change for financial institutions in over a generation. We are ready to help you make what seems like an “impossible” task a reality.
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Information Technology Services

Cybersecurity and IT Review 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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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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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 Thought Leader

Michael R. Vesel, CPA

Mike is the firm's leader of the Financial Institutions Practice. He is responsible for the overall financial results, strategic direction, and development of services within the practice,
as well as partner and associate development.

Strengthen your CMS and prepare for your next exam. Download whitepaper now.

CECL Strategies for Loan Participants - Register Now

CRA and Fair Lending Compliance

Outsourcing Regulatory Compliance Services

Take the stress out of your internal audit - learn more

Get Compliance Answers That Instantly Make Sense

Strategic Planning for Today's Financial Institutions - Learn More

Mortgage Compliance Pre-Closing Review