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
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.
Devin Dukes, Prosci CCP
Devin Dukes specializes in consulting for grant funded, nonprofit and healthcare organizations. She has 15 years of experience working with social services, higher education, performing arts and healthcare organizations to discover solutions that help meet their mission and build stronger communities.
Kaitlin Jach
Kaitlin Jach is a technology consultant with Wipfli’s customer relationship management (CRM) team and our process improvement group. She works closely with clients to understand their needs and develop solutions to help them achieve their goals. Kaitlin uses her technical and business analysis skills to break down business processes and her communication skills to provide excellent customer service and build lasting relationships with clients.
