This Risk Roundtable will explore how AI is affecting financial institutions. Explore regulatory considerations, adoption strategies and policies to prepare your organization for the future.
Attend our free webinar to explore NetSuite 2025.1 updates and discover how Wipfli accelerators can supercharge your ERP system.
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Wipfli’s 2025 “State of the asset management industry” report offers industry insights for the coming year.
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Do wealth management leaders see 2025 as a bull or a bear market? We surveyed C-level executives at wealth management firms across the country to learn about their top concerns and priorities for the coming year. Our second annual “State of the wealth management industry” report revealed a high level of optimism, as well as concerns about technology investments and thoughts on succession planning.
Rural hospitals and clinics are no longer in COVID-19 crisis mode, and the labor shortage is easing. Leaders are feeling optimistic about the future. However, a new alarm bell is sounding: cyberattacks. Wipfli surveyed C-level executives at rural healthcare organizations across the United States to inform our third annual “State of rural healthcare” report. In this year’s research, cybersecurity rose to the top of leaders’ concerns, while ongoing worries about service reimbursements mounted in intensity. Leaders also indicated a growing interest in digital and AI tools.
Wipfli’s “State of the banking industry” report for 2025 shows that leaders of financial institutions are cautiously optimistic, driven by stabilizing interest rates, easing liquidity concerns and a resurgence in growth projections.
The new data was gathered by Wipfli from nearly 350 C-level executives at financial institutions across the United States to take the pulse of executives to see what they are investing in and what they are excited and worried about.
In this episode of The Sound of Automation podcast, Wipfli director Cara Walton discusses business planning in times of uncertainty and the importance of agility in business strategies. We'll discuss current market uncertainties such as tariffs and the shift from electric vehicles (EV) to internal combustion engines (ICE), emphasizing the need for adaptable strategies. Cara looks at the role of data in building agility, reviewing data sources, and both short-term and long-term strategies. Additionally, we'll discuss our manufacturing benchmarking study and share key takeaways from the latest Wipfli manufacturing pulse survey.
In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending.
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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