Build a more efficient and agile organization
High-performing organizations use their resources, human capital and technology in a way that improves services and builds long-term success.
But looking past your daily operations to find new ways to capture customers while reducing risks and retaining talent can be challenging. And as financial services continue to rapidly evolve, your organization will also need to keep pace with demanding regulatory pressures and customer expectations.
Wipfli’s organizational performance industry professionals are ready to assist you in planning, mitigating risk and achieving your strategic objectives.
Why Wipfli?
Wipfli applies deep industry experience and proven processes to help your organization reach a new level of performance.
We take the time to understand your organization deeply so that we’re not just applying generic solutions but rather tailoring our approach to your unique objectives. From helping define your strategy to helping deliver optimal performance, we’re ready to transform your people, processes and culture in a way that ties directly to the results you want to achieve.
Strategy and operations
Create a sustainable, future-ready organization with Wipfli’s strategy, enterprise risk management and operations services. Our team is ready to help you implement the strategic plan, enterprise risk management, organizational design and operational improvements you need to increase agility and profitability.
Leadership development services
Wipfli can help you address leadership development across your organization, from board governance to team development. Explore how we can help you develop and retain leadership capable of helping your organization and your people reach their potential.
Our team
Jeffrey H. Wulf
Jeff Wulf combines experiences in management consulting and business process improvement to provide a unique blend of talents for Wipfli’s clients. He specializes in developing holistic consulting strategies aimed at improving overall client performance.
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.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
Karen A. Mitchell
Karen Mitchell brings more than 25 years of experience in the financial services and nonprofit industries, as well as industry and regulatory perspectives to her work. Karen currently provides consulting services in the areas of risk management, particularly enterprise risk. She assists clients in obtaining the highest level of success by helping to identify and navigate the risks associated with achieving strategic objectives.
Tom Cox
Tom Cox leads Wipfi's leadership development programs. As a partner with 35 years of experience, clients benefit from Tom’s demonstrated ability to develop leaders and teams, cascading plans and accountability throughout organizations.
State of the banking industry report 2025
How do financial institution executives feel about the future? Our fourth annual “State of the banking industry” report uncovered confidence, despite rising threats and uncertainty.
