Achieving operational excellence starts by looking beyond your organization’s day-to-day needs to find new ways to build success. But gaining an overview of the gaps you face between your current state and future vision requires time, resources and leadership.
Outsourcing your operations provides a flexible, cost-effective way to access the COO and compliance capabilities you need to further your organization.
Whether you’re managing modernization, regulations or new growth, outsourcing effective COO and compliance support can provide the guidance and strategy you need to transform. And Wipfli is ready to help, with an industry-experienced team capable of leading your change.
Why Wipfli?
Wipfli brings our extensive experience in financial services to help you improve processes and compliance as you focus on growing your organization.
We’re ready to navigate your complex business models, enhance your compliance program, identify your obstacles and evaluate your plans to help ensure that your operations can stay efficient. And we maintain a close relationship with your teams, communicating regularly so that we can better fulfill our role as part of your organization.
Breakdown of our services
Our outsourced operations services help set up your organization for continued success by:
- Translating strategy into actionable steps
- Implementing organization-wide goal setting.
- Guiding annual operations planning.
- Examining critical processes or areas of concern.
- Providing day-to-day support for projects and initiatives that support operational excellence.
- Documenting employee productivity.
- Overseeing performance management.
We also help drive growth by transforming how you interact with customers, helping you document customer journeys and supporting you in key customer experience projects and implementations.
Our outsourced chief operating officer services guide your organization at the highest level, helping you overcome obstacles to growth by:
- Assisting in strategic planning and operations strategy.
- Building culture.
- Setting and implementing an organizational vision.
- Determining hiring levels.
Our team
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Kathy Enbom, CRCM
Kathy Enbom is a leader of the firm’s regulatory compliance and Bank Secrecy Act (BSA) services. She has an extensive background in regulatory compliance, marketing, and leadership that includes significant training in developing, delivering, and implementing instructional programs. Kathy uses this experience to enhance consultative interaction by providing guidance and resources to assist clients in improving their overall compliance management system.
Melissa D. Blaser, CPA, CRCM, CAMS, CFSA, CFIRS
Melissa Blaser leads the regulatory compliance and Bank Secrecy Act practice for the firm. She assists financial institutions in navigating the complex requirements included within consumer federal bank regulations. Melissa has 25 years of experience in regulatory compliance, internal audit, and public accounting for the financial services industry within a Bank environment and within a public accounting/consulting firm.
