Adopt the solutions you need for success
Technology is critical in helping your firm adapt to a changing industry.
Rising costs, talent shortages and changing customer expectations are challenging the way insurers do business. However, new solutions are helping insurers manage performance with automation, increased efficiency and data-driven decision-making. They’re also transforming customer engagement by providing potential and existing policyholders with convenient access to quotes, policy information and AI-driven support.
If you’re ready to build a foundation of success with the latest technology, Wipfli can help.
Why Wipfli?
Wipfli’s extensive, industry-specific technology experience means we’re positioned to help you see the outcomes you want from your digital strategy.
No matter your current tech stack, we can guide you through your next steps and a digital strategy that aligns with your organizational priorities. From AI to enterprise systems to data solutions, we help you implement the tools you need to grow your firm.
Our digital services for insurance firms include:
Enterprise solutions
Wipfli offers industry-specific services to help you enhance customer reach, performance and revenue. We can optimize your current systems, design custom solutions and support implementation while expediting your ROI.
Data and analytics
With diverse data sources and increasingly complex data governance concerns, using your data to drive underwriting, decision-making, forecasting and AI adoption can be challenging. Wipfli’s combined industry and technology experience can help you unlock your data’s potential with support for business intelligence and analytics, data management and data analytics managed services.
Cybersecurity
Wipfli offers industry-specific cybersecurity solutions designed to increase visibility into cyberthreats in your environment and improve compliance with the NAIC insurance data security law and other regulations. Discover how our team can help you secure your organization, build an environment that’s more resistant to attack and create a plan for maximizing your recovery capabilities.
Digital strategy
Wipfli understands the complex business models, industry-specific systems and regulatory concerns Insurance companies face, and we’re ready to help, with digital strategy support that focuses on your people, processes and best-fit technologies. From modernizing your workplace to gaining new efficiencies, we can help you drive customer and organizational success.
Managed services
Take the hassle and risk out of managing technology. Underperforming tech can drain resources and damage stakeholder confidence. Wipfli’s managed resources team can transform your IT into an efficient, secure, and agile operation that drives growth.
Strategic AI services
Wipfli’s AI consulting services help you identify opportunities tailored to your needs, select the correct AI models or validate existing models to maximize ROI. We collaborate with your team to foster an enhanced, data-rich culture, helping ensure you can adopt and leverage AI where it makes sense in your organization and to enhance your customer experience.
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.
Tom Wojcinski
As a director in Wipfli’s risk advisory services practice, Tom Wojcinski specializes in helping organizations reduce and manage the risks that modern technology and information systems introduce to their organization. In today’s business environment, customers, trading partners, regulators, and employees expect continuously available and secure information systems. To help meet this expectation, Tom works with clients to increase the confidentiality, availability, and integrity of their information assets.
Jon Serafino, MBA
Jon Serafino is a director with Wipfli whose passion and responsibilities are to help his clients realize their operational and financial goals by successfully implementing Business Analytics solutions. His clients include some of the most prestigious Fortune 500 organizations, as well as many SMB companies. Jon’s focus industries are financial services and nonprofit. In this capacity he helps his clients convert to a data-driven culture, ultimately leading to improved outcomes and performance.
