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We are excited to announce that Wipfli has partnered with software provider Qualtik, enabling us to offer loan portfolio stress testing services to lender clients. CVSoci.al/Tw8uxthW
Cutting spending to survive a recession isn’t enough. Learn four #digital investments that can help. CVSoci.al/xtVLQqqa
Wipfli Digital pairs intellectual curiosity, entrepreneurial passion and technical know-how to help our clients do more with digital. See how we can propel your business forward.
Reduce risk amid changing conditions: Asset and liability management has gotten trickier for financial institutions amid market volatility and changing depositor behavior. These insights will help you mitigate risk in today’s environment.… CVSoci.al/Rj03DIsf
The Fannie Mae selling guide has been updated. Learn more about how these changes may impact you. #LoanQuality CVSoci.al/pFBjV~v-
As your trusted advisor, Wipfli is here to help your #financialinstitution navigate through uncertainty and come out more resilient. Learn how our team of specialists can help you identify your most significant risks: #RiskManagement CVSoci.al/PFH0sT1n
In case you missed it: the Wipfli tax team joined with Scott Schapiro, president of EX4 Payroll Tax Consultants, to discuss the state tax implications of remote workers and share tips and guidance. #remoteworkers #taxes CVSoci.al/2sHge-s1
Join us for this year's BSA Workshop: Assessing and Managing Risk. We offer two workshops, including the Mastering the Basics and BSA — Advanced Topics and Emerging Trends. CPE, CRCM, and CAFP credits are available to attendees. #banking #risk CVSoci.al/KSZjuQGN
Teachable moments from the Silicon Valley Bank collapse: #Nonprofits and small businesses can take steps to reduce their banking risk. Here are four best practices to explore. #SVB #SMB CVSoci.al/gU7q3Ys3
In the wake of the Silicon Valley Bank collapse and an ongoing challenging interest rate environment, liquidity risk management is more important than ever for banks. Explore five tips for managing your bank’s risk: #RiskManagement #SVB CVSoci.al/VWILIiZl
An $80 billion increase in #IRS funding has heightened fears about audits and brought optimism about improved responsiveness by the agency. Here’s what #financialinstitutions should know about how the new spending could affect them and how to prepare… CVSoci.al/1bk~IW9Q
It’s great to see #Wipfli’s original research getting noticed by Joyce Blay and Financial Advisor Magazine. In case you missed it, our state of banking and credit union industry reports show how bullish the industries are on 2023 #growth. CVSoci.al/iNFaWuJA
Wipfli announces enhanced services for #insurance industry clients. CVSoci.al/c0Ww0-Ig
Giving bank professionals convenient access to insights that can better meet customer needs, provide bank operational analysis and accelerate business growth. #DataAnalytics #FinancialInstitutions CVSoci.al/cw4fNxoq
Join us on March 9 from 10:00 a.m.-11:00 a.m. CT for a banking data analytics webinar. These powerful analytics can be game-changing for your institution. #FinancialInstitutions CVSoci.al/09lNlyKz
Discover important NCUA updates on CECL implementation and CUSOs and their impact on #creditunions. #FinancialInstitutions CVSoci.al/Vq-PhT0a
Learn how financial institutions and #fintechs can reduce regulatory compliance risk in their evolving partnerships. #wipfli CVSoci.al/D0arWA3z
Did you know that 77% of banks expect to grow 5% or more next year? Wipfli’s research into how #banks are faring as they start 2023 reveals that most are optimistic despite #inflation concerns. Download the free report to learn more. CVSoci.al/~zm-O6i4
Most financial institutions use #digital transformation to enhance the customer journey. Will yours? #FinancialInstitutions #Wipfli CVSoci.al/8P5inxLz
Implementation year for a number of clients - check out our frequently asked CECL questions! #financial institutions CVSoci.al/vlFgBYp3
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