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
Kevin Scully
Kevin Scully has more than 10 years of experience and heads up Wipfli’s CRM and BI software suite implementations. He excels in business process analysis and thrives in high-pressure situations.
Michael A. Grollman
Michael Grollman is a director in Wipfli’s technology consulting practice with over 20 years of experience in serving a variety of industries. He is responsible for cloud client relationship management (CRM) software suite project designs and implementations, including related cloud systems in Azure and AWS.
Sara Circosta
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
Robin Early, MLO
Robin Early is a manager with over 18 years of experience in financial services. She is attuned to the needs of the industry having worked within financial institutions herself in various roles before moving the consulting side. Robin’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.
