Why Wipfli?
Wipfli’s digital team combines our technology bench strength with extensive industry experience.
We don’t just understand how to help you navigate the complexities of financial services data management and analysis. We also know your industry-specific core systems, business applications and regulatory concerns, positioning us to help you adopt the solutions that can shape your future.
Wipfli’s strategic services for AI and machine learning take a user-first approach to helping you turn your ideas into action. We can support your organization with:
- Exploration: Our team examines your existing infrastructure and systems to help you identify your AI opportunities and the potential impacts to your compliance, customer experience, efficiency, revenue and people.
- Road map: We help you build a road map that covers quick ROI wins and lays the foundation for future AI value. Our services go beyond data management to help you establish clear objectives, measurable goals and relevant KPIs to maximize decision-making and revenue opportunities.
- Execution: We help you activate and deliver on your road map along with developing your culture and people with change management services that focus on mitigating disruption. We also provide the training and support your team needs to leverage AI to achieve your objectives.
We can assist your organization with AI solutions, including Microsoft Copilot, Snowflake Cortex AI, Salesforce Einstein, Amazon Bedrock and Google Vertex AI.
Wipfli supports your data project planning from define to design. We help you create a road map customized to the needs of your teams and processes with our three-step journey:
- Discovery assessment: We create a high-level understanding of your organization’s data needs and initiatives to help build consensus and customized recommendations.
- Define and design: We provide a detailed project plan of your solution and architecture to support rapid development.
- Road map: We help facilitate your vision, understanding, priorities, budgeting and high-level planning for enterprise data management.
Wipfli helps you build data solutions that provide unified, easy access to your data while managing your regulatory compliance needs. Our team is ready to help you:
- Consolidate your data into a single, unified structure (warehouse, mart, lake or lakehouse).
- Get your data working for the same purpose by integrating it from your solutions and core systems.
- Create and implement compliant data policies and master data management that improves your organization’s data governance.
Wipfli brings a full-featured methodology to help ensure that your data is clean, efficient and accessible.
We help you adopt the data lakehouse or warehouse solutions you need to collect, store and process your structured and semi-structured data from a variety of sources. With our services, your data management can be:
- Scalable
- Cost-effective
- Capable of ad hoc analysis and custom reporting
We can also provide support for solutions including Snowflake, Microsoft Fabric, Salesforce Data Cloud and Databricks.
To make full use of your data, you need a simpler way to access insights. Wipfli can help you automate processes and compile data into easy-to-read formats so people across your organization can use it to drive decision-making.
Our support can help your organization with:
- Report automation: Eliminate the need for manual report creation.
- Data visualization: Use dashboards to help make data actionable.
- Optimization: We assess your current business intelligence capabilities and provide actionable recommendations for how you can improve them.
Our team has experience with solutions, including Qlik, Tableau, Power BI and Sigma.
Insights and resources
EVENT | September 10, 2026
AI without the hype: How credit unions can use AI responsibly and profitably
Are you ready to cut through the hype and hear clear, practical advice on using AI in your credit union? Join Wipfli and CUNA Strategic Services on September 10 as we lay the groundwork for responsible and scalable AI adoption. We’ll explain how you can use AI to improve member experiences, increase operational efficiency and support decision-making across your institution. This webinar is designed for credit union CEOs, CIOs, COOs and senior leaders who want to move beyond AI experimentation. Join us to help ensure your credit union’s AI investments support today’s priorities and tomorrow’s strategy.
EVENT | September 17, 2026
CFO Roundtable: Succeeding responsibly with AI
To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change. Join Wipfli to learn how to evaluate, implement and govern AI responsibly. We’ll discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs.
EVENT | October 15, 2026
Risk Roundtable: Understanding AI to support responsible governance
AI literacy is becoming an essential competency for compliance professionals. Our October Risk Roundtable will cover AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily workflows, and adoption is moving faster than governance. Get caught up with Wipfli. You’ll leave this session with: • A better understanding of the AI technologies your teams may be adopting. • Best practices for supporting responsible AI implementation. • Practical considerations around AI governance, policy and employee education. A live Q&A opportunity will follow the presentation. Risk Roundtable is designed specifically for chief risk officers, internal auditors, BSA officers and compliance officers in community banks and credit unions. Join the community on October 15 and learn how to manage this evolving risk.
Reach out to our team
Our specialists are ready to help you build data-driven strategies that deliver results.
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See how Wipfli’s collaborative approach can help your organization turn regulatory, operational and technology challenges into opportunities for growth and resilience.
