Generate income and grow margins with a CRM optimized for banking.
Maximize every relationship with Wipfli Connect for Banking. Built on Microsoft Dynamics CRM, this comprehensive CRM enables banks to:
- Drive noninterest income
- Maintain or improve margins
- Identify and leverage the most profitable relationships
- Improve cross-sell referrals
- Grow market share
- Delight customers with exceptional service across all touch points
Technology experts work with clients to improve processes, increase retention, build a sales culture, enhance customer service, and streamline communication.
Featured Thought Leader
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Future. Accelerated.
See how our focus on the future helped our clients and strengthened our firm.
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