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Wipfli Connect for Banking

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.

Enhanced connections
See how we brought inside to both our firm and clients in FY23.
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Connect - Microsoft Dynamics 365

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