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
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Ryan C. Rademann
Ryan Rademann is a partner in Wipfli’s construction and real estate practice. His areas of focus include customer relationship management workstream, user adoption and training, Microsoft Power BI, Salesforce, Microsoft Dynamics® 365, field service, and project service automation. Ryan pairs business acumen and technical knowledge with strong communication skills to implement solutions for the challenges his clients face.
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
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.
