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 touchpoints.
Why Wipfli?
Our technology specialists work with you to improve processes, increase retention, build a sales culture, enhance customer service, and streamline communication. We have deep experience in the banking industry, allowing us to understand your challenges and bridge the gap with the right strategy, processes and technology.
Our team
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
State of the banking industry report 2025
How do financial institution executives feel about the future? Our fourth annual “State of the banking industry” report uncovered confidence, despite rising threats and uncertainty.
