Software

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.

Featured Expertise

Matt Gelb

With over 15 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). 


Learn how Wipfli Connect for Banking can make a difference in your organization.
Contact us today.