Data solutions for financial services

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.