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Upcoming Events

Closing the gap between data and action with self-service analytics

10/23/2025 01:00 PM - 01:45 PM (CT)

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Information is the pathway to market advantage. With self-service access to data, leaders can dissect market conditions, understand customer behaviors and model future scenarios.

This webinar will show you how.

Financial institutions that elevate data management and embrace AI can automate discovery and make insights widely available — and actionable. In this session, we’ll cover:

  • How to build a custom, sustainable data strategy.
  • How data-driven cultures create competitive advantages.
  • Practical steps to strengthen adoption and impact.
  • Tips for managing organizational change with confidence.

You’ll also learn how to navigate today’s complex array of data solutions — from foundational analytics to AI-driven innovations. And you’ll see why it’s important to design a custom data strategy, train your team and maximize adoption to drive long-term value.

This session is designed for financial institution executives, compliance officers, information security managers, IT directors and board members.

Don’t miss this opportunity to see how financial institutions are moving from data to action — and how you can, too.

Speakers

David Fields
David Fields
Partner, Wipfli Advisory LLC
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Jon Serafino
Jon Serafino, MBA
Director, Wipfli Advisory LLC
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