Strategic Planning for Today’s Financial Institutions

Take Your Organization from the Norm to Full-on Transform

Relying on traditional business models in today’s financial institutions market won’t move you forward. Neither will using the same old strategic planning processes and predictable consulting firms.

If you aren’t using yesterday’s business model (are you?), then why conduct the same old annual strategic planning approach?

This Isn’t Your Granny’s Strategic Planning

Wipfli's Strategic Planning services are unique and designed to support your success.

  • Planning is customized and specific to your financial institution to create unique, forward-looking strategies suited only to your institution and goals.
  • Our process is highly participative. Skilled facilitators enhance the strategic thinking process, fuel creativity and get the “real” issues on the table. It’s quality facilitation that sets us apart.
  • We invest time and effort in researching and exploring trends and technical issues to develop innovative approaches not typically considered by other consulting firms. All options are investigated and get vetted — even the toughest ones.
  • Our deep financial institution experience gives us a practical approach to understanding and resolving your issues to build solutions that work.

The bottom line: You get value-added, custom solutions that are specific to you with measurable ROI.

Don’t Settle for the Same Old, Same Old.

Wipfli’s full strategic planning services — from facilitating and plan development to implementation and evaluation — help position your financial institution for greater success.

No plan? Old plan? Jumpstart your strategic planning outlook with our FREE white paper. It includes timely tips, advanced concepts and breakthrough initiatives to ignite your planning process.

Learn more from our strategic planning consultants by filling in the form and register for your free white paper.

Thank you for your interest.

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.