Strategic planning for today’s financial institutions

Are you concerned with staying competitive in a changing industry?

The financial institutions industry is rapidly changing, creating the need to be agile and strategically minded. Your institution’s ability to adapt to consumer behavior will be the defining difference in your future growth and success.

But most institutions are working on solving day-to-day issues. It’s hard to find the time to step back, figure out what’s coming and think about how and where you might need to shift your strategy. Yet strategic planning is the only way your financial institution will be able to effectively grow your profitability and customer satisfaction.

That’s where Wipfli comes in. We can help you turn strategic planning from a once-a-year, check-the-box event into a living, actionable plan that interweaves itself into your very culture.

Why Wipfli?

Financial institutions choose Wipfli for strategic planning because we deliver a team of true specialists. Many of our team members are former C-suite execs who sat on your side of the desk and understand the nuances of running a successful financial institution. Now, they’re future-focused — keeping up to date on regulations, best practices and coming changes in the industry.

Wipfli is also a cut above the rest. While other firms will come in and help you create a strategic plan, they won’t stick around afterwards, roll up their sleeves and help you execute it. We will. Whether your team could benefit from mentorship or someone working alongside you to implement your plan, Wipfli is here to help ensure your success.

Most importantly, we deliver the right-sized solution for your institution. We don’t work off a one-size-fits-all methodology. With Wipfli, you get a customized strategic plan that delivers the most ROI, without breaking your budget.

Stay future-focused, and spend smartly. Fill out the form to learn more about how we can help with strategic planning for financial institutions.


Register for our strategic planning webinar series

Don’t miss our webinar series on the biggest strategic planning topics for financial institutions. We’re sharing trends, insights, best practices and more.

How your financial institution can keep — and grow — COVID-19 customers | September 23, 2020 | 11:00 a.m. - 12:30 p.m. ET

The true value of financial institutions took center stage during the COVID-19 pandemic. Being nimble allowed you to differentiate from your larger competitors and meet customer needs when time was of the essence.

But how do you keep these new or enhanced relationships post-pandemic? What types of products and services should you be offering to create loyalty and continue growing customer relationships? Are you differentiating yourself from competitors by identifying customer needs and wants?

Register now

How to leverage your ALM to generate new income | November 19, 2020 | 3:00 - 4:30 p.m. ET

Are you concerned about this flat-rate environment and what to do with all your excess liquidity? When’s the last time you updated your cash management strategies? How often do you dive into the liability side of your balance sheet?

You can leverage ALM to become more profitable — it’s all just a matter of knowing how.

Register now

How to use competitor benchmarking to gain market share | January 14, 2021 | 3:00 - 4:30 p.m. ET

Registration for this webinar will open soon

How talent management is key to navigating change and uncertainty | April 1, 2021 | 3:00 - 4:30 p.m. ET

Registration for this webinar will open soon

Fill out the form below to learn more about our strategic planning methodology and how Wipfli can add value to your financial institution.

Video: Benefits of Co-Sourcing Your Internal Audit Plan
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. Reinforce your team with the support you need to complete your annual internal audit plan with confidence.