Insights - Wipfli

Articles

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Wipfli Insights Team Feb 19, 2025 1 min read

Wealth management 2025 executive summary
- Financial services
- Wealth management
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Anita S. Mahamed Feb 17, 2025 6 min read

Policy aftershocks hit construction under Trump administration
- Construction
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Ryan Swiderski Feb 10, 2025 7 min read

How Trump’s policies could impact the retail industry
- Distribution
- Agribusiness
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E-books

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Wipfli Insights Team Feb 04, 2025 1 min read

A practical guide for healthcare ERP adoption
- Healthcare
- Digital
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Wipfli Insights Team Jan 16, 2025 1 min read

How FQHC IT leadership can drive financial performance with data
- Healthcare
- Digital
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Wipfli Insights Team Nov 06, 2024 1 min read

How credit unions can identify and implement new membership growth strategies
- Credit unions
- Organizational performance
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Videos & Webcasts

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Ken Kulawiak Feb 05, 2025

AI in financial services: Risk, governance and best practices

Discover how financial services can manage AI risks, adapt governance and meet compliance. Join our webinar for insights and proven strategies.

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High angle view of businesspeople discussing strategy at coffee table in office

Robin Guthridge Jan 23, 2025

January 2025 Risk Roundtable: Combatting financial exploitation and cyberfraud

Hear Wipfli’s Risk Roundtable discussion on financial exploitation and cyberfraud. Learn how to detect and protect against critical threats to your financial institution.

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Kristen J. Ferwerda Jan 21, 2025

Navigating AML/CFT risk assessments

Wipfli created a free webinar to help BSA and compliance offers implement FinCEN’s proposed AML/CFT compliance requirements.

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Research Reports

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Feb 19, 2025 State of the wealth management industry 2025 research report
Tech is a top focus for wealth management executives in 2025
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Feb 03, 2025 State of the rural healthcare industry 2025 research report
Rural healthcare organizations plan to tackle cybersecurity, invest in digital and AI
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Dec 18, 2024 State of the banking industry 2025 research report
Financial institutions project confidence, despite rising cybersecurity threats and an uncertain regulatory future
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Dec 18, 2024 State of credit unions 2025 research report
Credit unions expect stronger impacts from the economy and regulators, but still project confidence for 2025
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Podcasts

Robert H. Zondag Feb 18, 2025

Farm finance focus: Leveraging data in agricultural lending

In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending.
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Brett Polglaze Jan 29, 2025

Episode 52: Harnessing outsourced accounting and the power of ERP

In this episode of The Sound of Automation podcast, we talk to Wipfli partners Sean LaFortune and Brett Polglaze as they discuss managing and optimizing your business processes and financial operations for real-time insights, improved decision-making and increased operational efficiency.
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Robert H. Zondag Jan 22, 2025

Podcast: Revolutionizing FS: AI, personalization and security

In this episode of Bank on Wipfli, we explore the rise of AI in the financial sector, with a focus on delivering seamless client interactions while maintaining data security.
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Case Studies

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Scaling for growth with an integrated ERP

© Wipfli LLP. "Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. Assurance, tax and consulting services are offered through Wipfli LLP. Investment banking and related services are offered through Wipfli Corporate Finance LLC. Wipfli LLP is a member of Allinial Global, an association of legally independent firms. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP.

Articles

E-books

Videos & Webcasts

AI in financial services: Risk, governance and best practices

January 2025 Risk Roundtable: Combatting financial exploitation and cyberfraud

Navigating AML/CFT risk assessments

Research Reports

Podcasts

Case Studies

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