Insights - Wipfli

Videos & Webcasts

Diverse business professionals collaborating, working together on a laptop, sharing ideas and discussing strategy in a modern office

Robin Early Jul 21, 2026

Modernize indirect lending: CRM strategies for dealer management and onboarding

Learn how CRM-based accelerators can strengthen indirect lending by streamlining dealer management, automating onboarding and creating consistent borrower engagement.

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A person wearing glasses with a reflection of artificial intelligence technology on their laptop.

Reed Klinkhammer Jun 18, 2026

AI in NetSuite: Practical use cases, strategies and tools

See how real organizations use AI in Oracle NetSuite. This webinar covers real use cases, practical applications, and strategy and governance lessons from real environments.

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businessman presenting strategy to a diverse team in a modern boardroom

Gautam Kasturi Jun 04, 2026

IT Leadership Roundtable: Evaluating hosting and “as-a-service” infrastructure models

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

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Research Reports

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Jul 29, 2026 The state of technology in the construction industry
Discover how construction and real estate leaders are investing in technology — and what separates high-tech firms from the rest. Download Wipfli’s 2026 state of technology in the construction industry report.
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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Podcasts

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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Robert H. Zondag Sep 18, 2025

Podcast: Maximize tech and talent with smarter insurance filing

Explore how insurers adapt to statutory changes, tackle talent gaps and leverage tech for smarter filings. Tune in to our latest Bank on Wipfli podcast episode.
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Robert H. Zondag Aug 06, 2025

Podcast: Breaking the security-convenience seesaw

How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows.
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