Wipfli’s 2023 State of the Wealth Management Industry and State of the Asset Management Industry reports are in the news! InvestmentNews’s Steve Randall notes wealth and asset management firms anticipate slower economic performance and growth over the next 12 months – #talent and #technology remain top concerns for both industries.
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Join us next week for Fintech South! Two days of amazing content and great networking! See you there!
I can’t believe we are just 5 days away from one of my favorite conferences of the year! Fintech South is one you definitely don’t want to miss! There is limited space left so make sure to secure your spot now!
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Make compliance simpler with ComplianceHelp. Our dashboard offers your financial institution a comprehensive platform to access engaging training webinars, timely regulatory updates, ready-made resources and support from our compliance specialists. Learn more about how we can transform your compliance journey:
ComplianceHelp subscription
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Join Wipfli IT professionals on Thursday, August 22 for an educational session on the latest IT trends and hot topics in the financial institutions industry. The IT Leadership Roundtable will include a 40-minute presentation, a 5-minute solution highlight, and a 45-minute Q&A discussion. Agenda for August 22, 2024: - 9:30-10:10 a.m. CT — Harnessing the power of data and AI: Strategies for adoption and readiness by Matt Sabo - 10:10-10:15 a.m. CT — Wipfli Digital: Data architecture and analytics services by Carlos Vega - 10:15-11 a.m. CT — Q&A discussion with panelists Joel Lego, Matt Sabo, Carlos Vega, and Kyle Lawson Who should attend: Senior management, compliance officers, IT management, information security officers, IT auditors, and operations managers. Don't miss out on this insightful session. Learn more and register at: [Link to event](https://lnkd.in/gZaafrTb) Wipfli
IT Leadership Roundtable, August 2024 | Wipfli
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Thank you to Wipfli for the opportunity to attend the Florida Bankers Association School of Banking at my alma mater, the University of Florida! It was an enriching experience where I gained valuable knowledge and forged strong connections with my classmates, as well as the Juniors and Seniors. Looking forward to returning next year! 🎓 #BankingEducation #Networking #AlumniPride
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Thank you Slalom for hosting and facilitating our Technology Association of Georgia Leadership Council meetings yesterday! It was a very productive afternoon, and you helped us drive new ideas on ways to improve into the future. It was also great to connect and reconnect with my fellow TAG leaders. Kyle Tothill Robin Hackney Larry K. Williams Louis Gump Jason Patrick Chad McCloud M. Hans Delly Scott May
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Everyone’s talking about AI, including leading IT professionals in the financial institutions industry. Register for our August IT Leadership Roundtable and learn how you can stay ahead. #AI #Technology
IT Leadership Roundtable, August 2024 | Wipfli
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Cyberthreats are everywhere, and trillions of dollars are at stake. How will your insurance company manage the risks? #Cybersecurity
How cybercrime is impacting the insurance industry | Wipfli
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Is your firm taking steps to prevent appraisal bias in your lending? Learn the latest about what regulators are doing to prevent discrimination. #Lending #RealEstate
Preventing appraisal bias
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Cyberattacks happen every day in every industry, including banking. The advent of AI-powered tools poses several risks for cybersecurity and banking – bank authentication protocols need to be closely examined for any vulnerabilities. Banks need to be wary, especially in their vendor relationships – see more in Jeff Olejnik's article with BankBeat. #AI #Cybersecurity #Banking
Navigate AI banking risks by focusing on customer authentication, vendor management - BankBeat
https://bankbeat.biz
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Miss the latest Risk Roundtable? Watch the recording on demand and catch up on the latest trends and topics in the enterprise risk management industry.
Risk Roundtable recording for July 2024 | Wipfli
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