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About This Podcast
Financial services have always had partners who could help evaluate, address, and mitigate risk but today they need to lean on those partners more than ever. Welcome to Bank on Wipfli. Each episode, we’ll feature discussions around industry issues, hot topics and current trends, giving you an insider's look at how top performers and professionals are staying ahead of the curve. Count on Bank on Wipfli podcasts to be your go-to source for need-to-know information that affects the financial services industry.
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Recent Episodes
How will wealth management change in 2026?
How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk…
Segmented Service, Stronger Impact
Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a…
Smarter insurance filing — Maximize tech and talent
Insurance companies face significant challenges in keeping up with changes in statutory requirements amid intensifying workforce pressures. Learn about key evolving issues affecting your filings:The…
Podcast: Breaking the Security-Convenience Seesaw
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…
Navigating Private Equity: Trends, Challenges, and Future Outlook in 2025
Harnessing AI in Financial Services: Insights from Wescom Credit Union
When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the…
Farm Finance Focus: Leveraging Data in Agricultural Lending
With many agricultural lenders aging out, there is a talent shortage within agricultural lending. This shortage emphasizes the need for more automation and AI to reduce support tasks and allow…
Revolutionizing FS: AI, Personalization, and Security
How can financial services organizations integrate AI into their operations to enhance customer experience while ensuring safety and compliance? In this episode of Bank on Wipfli, we explore the rise…
The employee stock ownership plan advantage
How can employee stock ownership plans (ESOPs) be used as a succession planning tool for registered investment advisor firms? In this episode of Bank on Wipfli, we explore the benefits of ESOPs and…
Enhancing Wealth Programs for Community Impact
How can financial institutions leverage wealth programs to enhance customer relationships and community impact? Over the next 20 years, $84 trillion in assets are expected to be transferred, and this…
SEC Cybersecurity Rules: Expert Insight
How can firms effectively implement and manage the new SEC cybersecurity rules? Listen in on this episode of Bank on Wipfli to find out how you can stay in compliance and protect against the looming…
Navigating Data Services in Financial Services
bank on wipfli
Navigating the digital identity landscape
Fraudsters keep innovating, and the reality today is that fraud is a business. The concept of “fraud as a service” is increasingly relevant as companies emerge that cater to malicious actors with…
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Bank on Wipfli has published 13 episodes since June 2024, covering topics in Business, Business News.
Bank on Wipfli is currently highly active with new episodes every 2 months. Average episode length is 33m.
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