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 | 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. 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.
EVENT | November 12, 2026
IT Leadership Roundtable: Becoming a Future-Ready IT Professional
The role of IT isn’t disappearing. Its value is shifting. Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less time keeping technology running and more time helping decide where it can make a difference. This session is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers who work in financial institutions. Wipfli’s Digital Services team will deliver a 45-minute presentation, followed by a Q&A.
EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond. Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
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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.
