Wolf & Company, P.C.

“Client Testimonials Barbara Manzolillo Chief Financial Officer, MEDITECH View Full TestimonialWhen we originally looked for a new audit relationship, we were searching for a firm that would put in the effort to understand not only our business, but our culture and operating philosophy as well. Wolf & Company was a responsive partner with the right healthtech expertise and audit approach to help us navigate a concise and efficient path. Barbara Manzolillo Chief Financial Officer, MEDITECH”

“Wolf’s in-depth IT audit and cyber expertise assisted the bank in taking the necessary next steps in improving our overall IT audit plan and security posture. That, coupled with Wolf’s extensive financial institution experience, made for a great audit, and we look forward to a long-term relationship with Wolf.”

“When we originally looked for a new audit relationship, we were searching for a firm that would put in the effort to understand not only our business, but our culture and operating philosophy as well. Wolf & Company was a responsive partner with the right healthtech expertise and audit approach to help us navigate a concise and efficient path.””

“Wolf & Co. has been a valued partner for the Credit Union. Wolf’s strength and depth of knowledge regarding technology and cybersecurity gives the Credit Union assurance that we are not only meeting our regulatory obligations but are also providing world class technology to our members.””

“We’ve decided to engage Wolf for ongoing maintenance of our plan so we can focus our resources on progressing our business.”

“Wolf greatly contributed to the success of this endeavor, and we couldn’t have done it without them,”

“Wolf helped manage expectations, including conducting a gap analysis between department requests and our bank’s resiliency from an IT perspective.”

“The process was thorough and allowed the entire management team to see things from a different perspective, which allowed us to focus on what was critical to our operations.”

“Their knowledge put us in a much better state of preparedness, evidenced by how well we responded to the unprecedented weather-related disaster in Texas in February, 2021.”

“We never would have accomplished the progress we made in our tight timeline if we didn’t have the consulting guidance from the Wolf team.”

“The solution gave us the centralized and consistent approach we needed, and the subject matter expertise provided the methodology to get this project off the ground and see it to completion,”

“We’re more conscious and more aware. We use it make better informed decisions. The reports are now easily digestible, allowing the Board to become more engaged. They confidently know we can answer all questions, review what’s moving in the right direction, what trends are concerning, and how to address those risk trends.”

“With [these] services, I now feel good about answering whatever questions the Board has concerning risk management and our plan,”

“I wanted someone that possessed this advanced knowledge and could help me through the process without me knowing everything, and without placing a support call,”

““Our Board has been supportive of program developments, and they can now see the big picture of risk in a simplified manner through consistent reports,” said Sather. “These reports have been a tremendous help, letting us fully analyze and understand our risk to allow the Board to ask more poignant, significant questions. We know that software doesn’t develop our program, but it helped optimized our services and advanced our credibility with the Board.””

““Because the risk assessments in the IT, Compliance, and Third-Party Risk Management solutions flow together, we don’t have to track everything manually. That data also flows into our enterprise risk initiatives, so we don’t have to redo risk assessments in each particular area,” said Sather.”

““We had our ‘a-ha’ moments when we saw a visual representation of WolfPAC’s integration functionality,” said Brenda Sather, Chief Risk Officer for Border Bank. “We finally met a vendor who understood our vision and objectives.””

“I no longer have to manually update and curate constantly changing information in endless amounts of spreadsheets, which gives me an extra one or two weeks per year to prioritize advancing our risk management strategies. We used to spend so much time manually curating documents without really understanding the value of the information presented. We were too focused on updating spreadsheets, when we should have concentrated on updating heat maps and deciphering what trends the information communicated.”””