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Enterprise applications for healthcare.

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Enterprise applications - healthcare

To claim a competitive position in an unpredictable market, financial services organizations need to operate with agility, navigate disruption from AI and maintain compliance at every turn. As a longstanding advisor in financial services consulting, Wipfli harnesses in-depth sector understanding to tailor and implement the right solutions within your IT infrastructure. With Wipfli by your side, enterprise applications can help advance business operations and de-risk innovation.

Enterprise applications

for financial services

Nicolet National Bank had customer data spread across multiple core systems, preventing staff from accessing one unified view. The bank needed to undertake a data management journey — and implement a customer data warehouse and platform. Here’s what they did.

Get ready for change

SPIRE Credit Union needed to answer core questions around profitability and risk — but its data was out of reach. Definitions and reports were inconsistent, so leaders couldn’t rely on them. Find out how they created one source of truth for critical insights and trusted intelligence.

Reduce your personal tax liability with year-end planning tips

The Securities Industry and Financial Markets Association used an outdated system to manage complex financial operations. They set out to transform financial practices with a one-stop system that generates real-time information and fast-tracks bookkeeping every month.

Post-election perspectives: What you need to know now

Enterprise IT solutions in action

Data and analytics

Financial management

To accelerate value for industry-specific operations, Wipfli developed ready-to-use connectors and tools that integrate by design with leading technology platforms. Explore a few of our financial services solutions to learn about how Wipfli can help drive your next chapter of performance and growth.

FINANCIAL IT AND ANALYTICS SOLTIONS BY WIPFLI

Learn about CRM for banking

There are functions of a CRM that are universally valuable, no matter the user. But to get the most out of a CRM solution, it should account for the way work gets done within a specific industry environment. Wipfli offers a tailored CRM environment for banking that meets your core needs to manage relationships, scale high-quality service and use sales data to increase margins.

CRM for the banking industry

get in touch to explore how

Get in touch to explore how

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Learn more about Wipfli’s ERP soltions

As organizations scale, they often navigate a complex web of financial systems for reporting, budgeting and forecasting. When legacy and manual accounting practices start to introduce risk and inefficiency, it’s time to consider enterprise resource planning (ERP) solutions for a comprehensive, intelligent approach to financial management.

DOWNLOAD THE e-book

DOWNLOAD THE E-BOOK

Learn more about Wipfli’s DATA AND ANALYTICS solutions

For financial services organizations, information is the pathway to market advantage — allowing you to dissect market conditions, study customer behaviors and model future scenarios.Wipfli helps elevate your data management approach and embrace AI capabilities to automate the discovery and availability of actionable insights. We customize your data strategy and train your team to maximize adoption and end-user value over time.

DOWNLOAD THE E-BOOK

Learn more about Wipfli's CRM solutions

Investing in tools to manage relationships and communications is critical to your organization’s success. But an enterprise customer relationship management (CRM) platform alone won’t change the game. Wipfli works with you to prioritize technical features, select the right solutions and link your CRM with other enterprise systems to fully automate communications, marketing and sales.

Learn more about Wipfli's cybersecurity services

From protecting customers’ financial data to continually monitoring systems for threats, advanced cybersecurity is essential for your reputation and success. Wipfli’s managed services give you access to 24/7 support as we take ownership of your organization’s technology, network and compliance needs.

DOWNLOAD THE e-book

DOWNLOAD THE E-BOOK

Learn more about Wipfli’s data and analytics solutions

Healthcare organizations need access to real-time data to make decisions about staffing, patient services and revenue. Wipfli helps elevate your data management approach with an all-in-one data and analytics solution to automate the discovery and availability of actionable insights. We customize your data strategy and train your team to maximize adoption and end user value over time.

DOWNLOAD THE REPORT

Learn more about Wipfli's CRM solutions

Investing in tools to manage patient experience is critical to your organization’s success. But an enterprise customer relationship management (CRM) platform alone won’t change the game. Wipfli works with you to prioritize technical features, select the right solutions and link your CRM with other enterprise systems to fully automate the patient care and engagement process.

Learn more about Wipfli's cybersecurity services

From helping secure patient data within your EMR to managing HIPPA compliance, advanced cybersecurity protects your organization’s reputation and hard-earned patient trust. Wipfli’s managed services give you access to 24/7 support as we take ownership of your healthcare organization’s technology, network and cybersecurity needs.

External support for compliance, planning and emergency response

Cybersecurity

Efficiency and personalization in patient care and engagement

Patient care & service

Powerful analytics to close the gap between data and action

Data and analytics

The healthcare industry faces many challenges across financial, operational and technological areas. ERP solutions and their ability to act as a single source of truth are transforming patient care, increasing operational efficiency, improving financial planning and more. Learn how ERP can solve healthcare’s biggest challenges.

How to solve healthcare’s biggest challenges

Explore our interactive e-book

In the extraordinarily complex, regulated and dynamic healthcare space, digital transformation is a journey. Every investment requires an in-depth understanding of what operational success looks like in a clinical environment with a focus on an organization’s unique goals, technical capabilities and workforce needs. With every IT investment, Wipfli helps you make informed decisions to modernize healthcare operations, from finance and patient engagement to HR services and supply chain. We configure applications with purpose to fit your existing environment, ensure a successful enterprise implementation and ultimately create value for your healthcare organization.

Digital solutions to modernize your mission

Generative AI in financial services

iPaaS as the catalyst for open banking innovation

The benefits of operationalizing cybersecurity

A practical guide for healthcare ERP adoption

How FQHC IT leadership can drive financial performance with data

State of rural healthcare 2025 research report

Schedule your discovery session

Take a look at your organization’s risks and opportunities

Provide on-the-spot solutions and recommendations as appropriate

Collaborate with you on creative problem-solving to identify tactics and approaches for thinking through novel, complex problems

Provide you access to our comprehensive knowledge on financial management, reimbursement optimization, technology, compliance and other crucial functions

Join us for a complimentary discovery session where we’ll discuss your unique challenges and explore solutions for future success. During this session, we:

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Modern systems for accounting and financial management

EXPLORE THE E-BOOK Explore the e-book

How ERP can solve your industry’s biggest challenges

EXPLORE THE E-BOOK Explore the e-book

DOWNLOAD THE E-BOOK

Wipfli can help you achieve business impact with enterprise solutions. Get in touch to explore how.

Connect with Wipfli’s IT consultants

Learn about CRM for dealer management

Effective dealer management is crucial for credit unions aiming to optimize their indirect dealer relationships and help ensure partners stay profitable and meet standards for quality and compliance. Wipfli offers a CRM experience for credit unions so you can easily track critical data to steer performance and indirect relationships.

Credit union dealer management

Learn about analytics for banking

From account balance trends and loan officer productivity to customer account analytics, banks today often lack the data snapshots they need to empower decision-making. With Wipfli’s banking analytics solution you get a self-service foundation for banking professionals to discover vital insights.

Banking analytics solutions

Get ready for change

Data and analytics

Reduce your personal tax liability with year-end planning tips

Data and analytics

Post-election perspectives: What you need to know now

Financial management

EXPLORE THE E-BOOK Explore the e-book

How ERP can solve your industry’s biggest challenges

Learn more about Wipfli’s ERP solutions

External support for compliance, planning and emergency response

Cybersecurity

Efficiency and personalization in patient care and engagement

Patient care & service

Powerful analytics to close the gap between data and action

Data and analytics

Financial management and workflow automation

Enterprise resource planning

External support for data protection and compliance

Cybersecurity

Efficient, compelling industy and customer engagement

CRM

Powerful analytics to close the gap between data and action

Data and analytics and AI

Modern systems for accounting and financial management

Enterprise resource planning

READ THE ARTICLE

3 data solutions that give construction companies a competitive advantage

DOWNLOAD THE e-book

DOWNLOAD THE E-BOOK

How FQHC IT leadership can drive financial performance with data

Learn more about Wipfli’s data and analytics solutions

Information is the pathway to productivity — allowing you to make quick decisions about projects, contracts and financial opportunities. Wipfli helps elevate your data management approach and embrace AI capabilities to automate the discovery and availability of actionable insights. We customize your data strategy and train your team to maximize adoption and end-user value over time.

External support for data protection and compliance

Cybersecurity

Efficient, compelling industy and customer engagement

CRM

Powerful analytics to close the gap between data and action

Data and analytics and AI

Modern systems for accounting and financial management

Enterprise resource planning

How to calculate ROI on your construction firm’s tech investment

EXPLORE THE E-BOOK Explore the e-book

Learn more about Wipfli's CRM solutions

Investing in tools to manage relationships and streamline collaboration is critical to your company’s success. But an enterprise customer relationship management (CRM) platform alone won’t change the game. Wipfli works with you to prioritize technical features, select the right solutions and link your CRM with other enterprise systems to enhance workflows and convert leads to opportunities.

External support for compliance, planning and emergency response

Cybersecurity

Efficiency and personalization in patient care and engagement

Patient care & service

Powerful analytics to close the gap between data and action

Data and analytics

Financial management and workflow automation

Enterprise resource planning

External support for data protection and compliance

Cybersecurity

Efficient, compelling industy and customer engagement

CRM

Powerful analytics to close the gap between data and action

Data and analytics and AI

Modern systems for accounting and financial management

Enterprise resource planning

Discover the biggest trends in real estate

DOWNLOAD THE REPORT

Learn more about Wipfli's cybersecurity services

From protecting your deal information to securing financial transactions, advanced cybersecurity is essential for your company’s reputation and success. Wipfli’s managed services give you access to 24/7 support as we take ownership of your technology, network and compliance needs.

External support for compliance, planning and emergency response

Cybersecurity

Efficiency and personalization in patient care and engagement

Patient care & service

Powerful analytics to close the gap between data and action

Data and analytics

Financial management and workflow automation

Enterprise resource planning

External support for data protection and compliance

Cybersecurity

Efficient, compelling industy and customer engagement

CRM

Powerful analytics to close the gap between data and action

Data and analytics and AI

Modern systems for accounting and financial management

Enterprise resource planning

EXPLORE THE E-BOOK Explore the e-book

How ERP can solve your industry’s biggest challenges

Learn more about Wipfli’s ERP solutions

Many companies turn to an enterprise resource planning (ERP) solution as the connective tissue between separate workflows as they prioritize operational efficiency. Wipfli is a trusted collaborator for comprehensive ERP support — from discovery to implementation and adoption — to make sure technical decisions align with your business processes and financial operations.

Financial management and workflow automation

Enterprise resource planning

Download the 2025 research report

With customers, investors and markets depending on your performance, digital transformation must balance innovation with stability. Every IT investment for financial services organizations requires an understanding of evolving market conditions and emerging threats that impact the industry at large. To bring you relevant and timely context from the broader marketplace, Wipfli analyzed the latest trends in banking.

Modernize your services, with perspective

Learn about CRM for banking

Download the 2025 research report