Maximize the value of your data
AI and the latest innovations empower financial services organizations to make the right decisions about reducing costs and increasing revenue — and it all starts with data.
When you can unify, access and visualize data, you gain insights that can drive results. From underwriting to customer experience and service expansion, data-driven solutions impact every aspect of your organization and help ensure smarter, more effective operations.
If you’re ready to start getting real value from your data, Wipfli can help.
Why Wipfli?
Wipfli’s digital team combines our technology bench strength with extensive industry experience.
We don’t just understand how to help you navigate the complexities of financial services data management and analysis. We also know your industry-specific core systems, business applications and regulatory concerns, positioning us to help you adopt the solutions that can shape your future.
How we help
Wipfli’s strategic services for AI and machine learning take a user-first approach to helping you turn your ideas into action. We can support your organization with:
- Exploration: Our team examines your existing infrastructure and systems to help you identify your AI opportunities and the potential impacts to your compliance, customer experience, efficiency, revenue and people.
- Road map: We help you build a road map that covers quick ROI wins and lays the foundation for future AI value. Our services go beyond data management to help you establish clear objectives, measurable goals and relevant KPIs to maximize decision-making and revenue opportunities.
- Execution: We help you activate and deliver on your road map along with developing your culture and people with change management services that focus on mitigating disruption. We also provide the training and support your team needs to leverage AI to achieve your objectives.
We can assist your organization with AI solutions, including Microsoft Copilot, Snowflake Cortex AI, Salesforce Einstein, Amazon Bedrock and Google Vertex AI.
Wipfli supports your data project planning from define to design. We help you create a road map customized to the needs of your teams and processes with our three-step journey:
- Discovery assessment: We create a high-level understanding of your organization’s data needs and initiatives to help build consensus and customized recommendations.
- Define and design: We provide a detailed project plan of your solution and architecture to support rapid development.
- Road map: We help facilitate your vision, understanding, priorities, budgeting and high-level planning for enterprise data management.
Wipfli helps you build data solutions that provide unified, easy access to your data while managing your regulatory compliance needs. Our team is ready to help you:
- Consolidate your data into a single, unified structure (warehouse, mart, lake or lakehouse).
- Get your data working for the same purpose by integrating it from your solutions and core systems.
- Create and implement compliant data policies and master data management that improves your organization’s data governance.
Wipfli brings a full-featured methodology to help ensure that your data is clean, efficient and accessible.
We help you adopt the data lakehouse or warehouse solutions you need to collect, store and process your structured and semi-structured data from a variety of sources. With our services, your data management can be:
- Scalable
- Cost-effective
- Capable of ad hoc analysis and custom reporting
We can also provide support for solutions including Snowflake, Microsoft Fabric, Salesforce Data Cloud and Databricks.
To make full use of your data, you need a simpler way to access insights. Wipfli can help you automate processes and compile data into easy-to-read formats so people across your organization can use it to drive decision-making.
Our support can help your organization with:
- Report automation: Eliminate the need for manual report creation.
- Data visualization: Use dashboards to help make data actionable.
- Optimization: We assess your current business intelligence capabilities and provide actionable recommendations for how you can improve them.
Our team has experience with solutions, including Qlik, Tableau, Power BI and Sigma.
Our team
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
David Fields
David Fields is a principal with over 20 years of experience in leveraging the power of data through analytics that transform businesses. He began his career as a math teacher and then transitioned to industry and eventually to IT consulting, with a focus on middle-market and Fortune 1000 companies. David’s experience across multiple industries allows him to approach issues from a business perspective, and his technology expertise allows him to direct the implementation of best-fit solutions. He enjoys working alongside clients to help them do meaningful work — harnessing data to reduce cost, boost efficiency and increase bottom-line profits.
Matt Sabo
Matt Sabo is a director with 25+ years of experience in data management, data integration, and advanced statistical analysis. Matt has planned enterprise data-management strategies and implemented analytic solutions for clients in the financial services, commercial real estate, manufacturing, healthcare, and technology industries. He has deep industry knowledge in financial-services analytics, particularly in the areas of credit management, lending performance, risk profiling and compliance reporting. In addition, Matt helps organizations integrate predictive models into their operational processes.
Webinar: Prepare for the future of financial services
Is your organization AI-ready? Attend our webinar to learn more about the technology, solutions and strategies that can help you implement AI effectively.
Transform decision-making with data
Discover how effective data management can help you improve performance, planning and productivity with data-driven decisions.
Grow your customer relationships
Discover how a customer data platform can help you centralize customer data and foster strong financial relationships.
