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Use AI to create next-level CRM for your financial institution. Attend our July 30 webinar to learn how AI can drive growth, boost efficiency and deepen client engagement.
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.
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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.
Explore how insurers adapt to statutory changes, tackle talent gaps and leverage tech for smarter filings. Tune in to our latest Bank on Wipfli podcast episode.
How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows.
When should private equity firms look to prioritize value creation, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for value creation in the private equity industry, with a focus on financial excellence, top-line growth and optimized operating models.
