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Bank on Wipfli
Count on Bank on Wipfli blogs and podcasts to be your go-to source for need-to-know-now information that affects the financial services industry.
Robert Zondag
Robert H. Zondag Apr 24, 2024

Podcast: PR and communications for financial services

Join this episode of Bank on Wipfli to learn more about PR and communications for financial services, including how to choose the right agency and track your results.

Robert Zondag
Robert H. Zondag Feb 13, 2024

Podcast: How to successfully scale your project management

When is the right time to establish a dedicated project management office or allocate dedicated PM resources within an organization? Listen in to find out.

Robert Zondag
Robert H. Zondag Jan 23, 2024

Podcast: Mastering customer acquisition with data insights

 

Join Bank on Wipfli as we explore how your financial institution can optimize customer acquisition. Learn more about strategies that can help you drive growth. 

Wipfli Insights Team Dec 21, 2023

Podcast: The evolution of outsourcing in wealth management

 Join Bank on Wipfli for a conversation on the evolution of outsourcing in wealth management. We’ll explore why and how firms are benefiting from outsourcing.

Robert Zondag
Robert H. Zondag Nov 28, 2023

Podcast: Practical approaches to leveraging AI

AI tools like ChatGPT are powerful and easy to access, but understanding how to leverage them effectively — while mitigating risk — is challenging. To take full advantage of their potential, your financial institution needs to have the right guidelines in place so that your people can get creative with application.

Wipfli Insights Team Aug 16, 2023

Podcast: How to leverage data to improve the customer experience

Data can help you understand customers and members at your financial institution. Find out how to predict their behavior to meet their needs.
Robert Zondag
Robert H. Zondag Jul 27, 2023

Podcast: Automate your ACH origination and RDC audit to reduce fraud risk

Manual audits can’t keep up with the rising fraud rates facing financial institutions. New tools can help you automate your risk management.

Jeff Olejnik
Jeff Olejnik Jun 11, 2023

Podcast: Navigating the benefits and cybersecurity risks of ChatGPT

Join in as we explore the benefits of including AI in your financial institution’s digital strategy and how you can prepare for ChatGPT cybersecurity risks.

Karen Mitchell
Karen A. Mitchell Mar 29, 2023

Podcast: Could vendor management benefit your institution?

Join us for a conversation about the state of vendor management. Learn how outsourcing management can help your organization meet rising customer expectations.