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Wipfli Insights Team Jul 31, 2025

Use AI to deliver next-level customer relationship management

Use AI to create next-level CRM for your financial institution. Attend our July 30 webinar to learn how AI can drive growth, boost efficiency and deepen client engagement.

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Stephanie Suchla
Stephanie Suchla Jul 24, 2025

July CFO Roundtable: The strategic benefits of a fractional CFO

Explore the value of fractional CFO services at our July CFO Roundtable.
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Seifert_Andrew
Andrew Seifert Jul 23, 2025

Policy pulse: Tax legislation

Attend this webinar to learn how proposed the OBBB tax law changes would affects manufacturing and business operations in the U.S.
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Research Reports

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  • Jul 31, 2025 State of technology in the construction industry research report

    Wipfli’s 2025 construction industry survey covers tech trends in construction, including AI readiness, cybersecurity risks and future investment priorities.

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  • Feb 24, 2025 State of the asset management industry 2025 research report

    Wipfli’s 2025 “State of the asset management industry” report offers industry insights for the coming year.

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  • Feb 19, 2025 State of the wealth management industry 2025 research report

    Do wealth management leaders see 2025 as a bull or a bear market? We surveyed C-level executives at wealth management firms across the country to learn about their top concerns and priorities for the coming year. Our second annual “State of the wealth management industry” report revealed a high level of optimism, as well as concerns about technology investments and thoughts on succession planning.

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  • Feb 03, 2025 State of the rural healthcare industry 2025 research report

    Rural hospitals and clinics are no longer in COVID-19 crisis mode, and the labor shortage is easing. Leaders are feeling optimistic about the future. However, a new alarm bell is sounding: cyberattacks. Wipfli surveyed C-level executives at rural healthcare organizations across the United States to inform our third annual “State of rural healthcare” report. In this year’s research, cybersecurity rose to the top of leaders’ concerns, while ongoing worries about service reimbursements mounted in intensity. Leaders also indicated a growing interest in digital and AI tools.

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