Insights - Wipfli

Articles

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Kate E. Brown Dec 30, 2024 7 min read

4 challenges financial institutions have that can be solved with finance dashboards and financial reporting software
- Financial Institutions
- Digital
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Wipfli Insights Team Dec 19, 2024 4 min read

The rise of generative AI in the banking sector
- Financial Institutions
- Digital
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Matthew Hovis Nov 18, 2024 5 min read

Mind the gaps: Recent enforcement actions and what they say about AML/CFT data management
- Financial Institutions
- Regulatory risk and compliance
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Videos & Webcasts

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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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Wipfli Insights Team Dec 02, 2024

How to onboard indirect lending members

Learn how to create an effective onboarding experience for new indirect members of your credit union.

Financial Institutions

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Wipfli Insights Team Nov 20, 2024

IT Leadership Roundtable

Wipfli’s IT Leadership Roundtable is a free, 90-minute CPE opportunity for IT professionals working in financial institutions. Register for the November 2024 webinar today.

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Research Reports

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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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Dec 30, 2023 State of credit union 2024 research report
We surveyed credit unions across the United States to discover their priorities, concerns and strategic shifts as they navigate 2024.
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Dec 29, 2023 State of banking 2024 research report
Wipfli’s 2024 banking outlook reveals new M&A, cybersecurity and AI trends
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Jan 11, 2023 State of credit union 2023 research report
Wipfli’s State of credit unions report includes data from nearly 70 credit unions on how they are performing what their top concerns are for 2023.
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Podcasts

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Robert H. Zondag Jun 24, 2024

Podcast: Navigating the digital identity landscape

In this podcast, we discuss the evolving and sophisticated nature of cyberfraud tactics and what your financial institution can do to mitigate risk.
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Robert H. Zondag Feb 13, 2024

Podcast: How to successfully scale your project management

When is the right time to establish a dedicated project management office or allocate dedicated PM resources within an organization? Listen in to find out.
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Robert H. Zondag Jan 23, 2024

Podcast: Mastering customer acquisition with data insights

Join Bank on Wipfli as we explore how your financial institution can optimize customer acquisition. Learn more about strategies that can help you drive growth.
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Case Studies

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Delivering a compliance program centered on risk-focused, best practice solutions.

© 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

Videos & Webcasts

Navigating AML/CFT risk assessments

How to onboard indirect lending members

IT Leadership Roundtable

Research Reports

Podcasts

Case Studies

Holcomb Bank Regulatory Compliance

The Pineries Bank: Applying Profound Industry Understanding to Valuations

Westbury Bank