Get real value from your data
Your business already has data on your finances, operations and policyholders. But how can you use that data to operate more efficiently?
The right data and analytics solutions can help you transform the way you operate. Using data-driven processes and the latest technologies can enhance your decision-making. And data can help you access faster and more accurate underwriting and claims processing to improve client win rate and increase profitability.
But understanding the technology and having the staff to implement it can be challenging.
Wipfli is ready to help you unlock the potential of your data with comprehensive support for your data needs.
Why Wipfli?
Wipfli’s insurance data and analytics team applies a comprehensive understanding of the insurance industry and the technology landscape. Our team consists of data professionals who have industry and technology experience, positioning us to better understand your business needs.
We work closely with your team to identify your gaps, understand the technology needed to fill them and build your solutions.
How we help
We can help you unify your financial data and use it for easier reporting and insights into your financial performance. Our services can help you use your data to improve:
- Pricing decisions.
- Budgeting and planning.
- Rolling forecasts.
- Financial reporting, including Schedule F, GAAP and STAT reporting.
We can help you unlock insights so you can turn data into action. Our services focus on:
- Report automation: Eliminate the need for manual report creation.
- Data visualization: We help you create dashboards so your team can see data in a format that makes it easier to gain actionable insights.
- Advancing your infrastructure: We can help modernize your IT infrastructure so that you can apply the latest solutions, including AI and machine learning, enhancing your performance.
- Predictive analytics: Use your historical data to predict trends and drive more informed decision-making.
- Health checks: We assess your current business intelligence environment and provide you with practical recommendations for improving it.
Wipfli can help you unify your data and keep it secure with our data management services. We can support your team with services for:
- Cloud data management.
- Data warehouses.
- Data integration.
- Data governance (master data management, metadata management).
- Enterprise information management.
Wipfli can help you design data solutions that integrate with your core systems and are tailored to your specific business and industry needs. Let us help you gain a 360-degree view of your business with:
- Strategic vision: We work closely with your team to build a high-level understanding of your needs and initiatives and gain consensus.
- Define and design: We employ detailed project planning and solution architecture to help facilitate rapid development.
- Road mapping: We help you develop a road map for implementing a transformative data-management strategy.
Let us worry about your data so that you can focus on your core business. Wipfli’s managed services team applies our talent and experience to manage your end-user support, applications, databases, infrastructure and other critical areas.
Our services include:
- Outsourced data analytics resources.
- Ongoing maintenance of client environments.
- Hosting.
- 24/7 online service desk.
Our team
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.
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.
Luis J. Murgas
Luis Murgas is the U.S. leader of SpiderLogic, a division of Wipfli LLP specializing in customized software solutions. He is a transformational leader and innovator with experience in software solutions and information technology (IT) in a variety of industries.
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.
Transform your strategy with data
Unlock the full potential of your insurance data with a robust, data-driven road map. Discover how to align your business objectives with real-world data use cases and drive growth:
