Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? <a href='https://her-bank.com/?utm_medium=email&amp;utm_term=N%2FA&amp;utm_source=CIJ&amp;utm_content=FS%20-%20Bank%20on%20Wipfli%20November%202025%20-%20Britney%20Campbell%20with%20Her%20Bank%20-%2011.19.25%20%28JM%29#msdynmkt_trackingcontext=ac3dc6c8-d621-43ec-b12d-5e11ca740100'>Her Bank</a> tailored specific experiences to reach women customers who lacked a strong banking relationship.Discover what’s behind launching a niche brand:<ul><li>How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.</li><li>Why authentic conversations — not just data — are key to understanding customer pain points and building trust across diverse demographics.</li><li>Why success is measured not just in growth, but in integrity, intention and the ability to improve lives.</li></ul>

<description>&lt;p&gt;Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? &lt;a href='https://her-bank.com/?utm_medium=email&amp;amp;utm_term=N%2FA&amp;amp;utm_source=CIJ&amp;amp;utm_content=FS%20-%20Bank%20on%20Wipfli%20November%202025%20-%20Britney%20Campbell%20with%20Her%20Bank%20-%2011.19.25%20%28JM%29#msdynmkt_trackingcontext=ac3dc6c8-d621-43ec-b12d-5e11ca740100'&gt;Her Bank&lt;/a&gt; tailored specific experiences to reach women customers who lacked a strong banking relationship.&lt;/p&gt;&lt;p&gt;Discover what’s behind launching a niche brand:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.&lt;/li&gt;&lt;li&gt;Why authentic conversations — not just data — are key to understanding customer pain points and building trust across diverse demographics.&lt;/li&gt;&lt;li&gt;Why success is measured not just in growth, but in integrity, intention and the ability to improve lives.&lt;/li&gt;&lt;/ul&gt;</description>

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 strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...

Segmented Service, Stronger Impact

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:<ul><li>The growing talent gap in statutory accounting, driven by retirements and limited new entrants to the field</li><li>The role of technology in <a href='https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fpublic-usa.mkt.dynamics.com%2Fapi%2Forgs%2F7f4db82c-d36d-ee11-8bc5-000d3a106901%2Fr%2FnflPMCubIEGZfvb61uUBABEAAAA%3Fmsdynmkt_target%3D%257B%2522TargetUrl%2522%253A%2522https%25253A%25252F%25252Fwww.wipfli.com%25252Finsights%25252Fpodcasts%25252Ffs-revolutionizing-fs-ai-personalization-and-security%2522%252C%2522RedirectOptions%2522%253A%257B%25221%2522%253Anull%252C%25222%2522%253A%257B%2522utm_medium%2522%253A%2522email%2522%252C%2522utm_term%2522%253A%2522N%252FA%2522%252C%2522utm_source%2522%253A%2522CIJ%2522%252C%2522utm_content%2522%253A%2522FS%2520-%2520Podcast%2520Bank%2520on%2520Wipfli%2520Podcast%2520September%2520Episode%2520-%2520Burch%2520with%2520Gain%2520Compliance%2520%2528FA%2529%2522%257D%257D%257D%26msdynmkt_digest%3DpQOhjHuFvRGXlQ%252BaFgjpKIipJ92oLYkrV61Mn9kOg0I%253D%26msdynmkt_secretVersion%3Da3955a744d9049f88dd8bdc1907bf2bf&amp;data=05%7C02%7Cforrester.sey%40wipfli.com%7C2767961d2e3b43e8fe2b08ddf74bc2c2%7Cfea858f0512d46498228d78fd9ef3c7e%7C0%7C0%7C638938626991326588%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;sdata=3VtzYnNgsufx%2FV4b4ArPZypSZ7cW9woe6sSbislZE2s%3D&amp;reserved=0'>streamlining workflows</a>, improving collaboration and delivering contextual guidance for complex filings</li><li>Why successful filings require more than software — how support and education are critical to reducing stress and improving outcomes</li></ul>Tune in to the episode and subscribe.

<description>&lt;p&gt;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:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;The growing talent gap in statutory accounting, driven by retirements and limited new entrants to the field&lt;/li&gt;&lt;li&gt;The role of technology in &lt;a href='https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fpublic-usa.mkt.dynamics.com%2Fapi%2Forgs%2F7f4db82c-d36d-ee11-8bc5-000d3a106901%2Fr%2FnflPMCubIEGZfvb61uUBABEAAAA%3Fmsdynmkt_target%3D%257B%2522TargetUrl%2522%253A%2522https%25253A%25252F%25252Fwww.wipfli.com%25252Finsights%25252Fpodcasts%25252Ffs-revolutionizing-fs-ai-personalization-and-security%2522%252C%2522RedirectOptions%2522%253A%257B%25221%2522%253Anull%252C%25222%2522%253A%257B%2522utm_medium%2522%253A%2522email%2522%252C%2522utm_term%2522%253A%2522N%252FA%2522%252C%2522utm_source%2522%253A%2522CIJ%2522%252C%2522utm_content%2522%253A%2522FS%2520-%2520Podcast%2520Bank%2520on%2520Wipfli%2520Podcast%2520September%2520Episode%2520-%2520Burch%2520with%2520Gain%2520Compliance%2520%2528FA%2529%2522%257D%257D%257D%26msdynmkt_digest%3DpQOhjHuFvRGXlQ%252BaFgjpKIipJ92oLYkrV61Mn9kOg0I%253D%26msdynmkt_secretVersion%3Da3955a744d9049f88dd8bdc1907bf2bf&amp;amp;data=05%7C02%7Cforrester.sey%40wipfli.com%7C2767961d2e3b43e8fe2b08ddf74bc2c2%7Cfea858f0512d46498228d78fd9ef3c7e%7C0%7C0%7C638938626991326588%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;amp;sdata=3VtzYnNgsufx%2FV4b4ArPZypSZ7cW9woe6sSbislZE2s%3D&amp;amp;reserved=0'&gt;streamlining workflows&lt;/a&gt;, improving collaboration and delivering contextual guidance for complex filings&lt;/li&gt;&lt;li&gt;Why successful filings require more than software — how support and education are critical to reducing stress and improving outcomes&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Tune in to the episode and subscribe.&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

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 growing talent gap in statutory accounting, driven by retirements and limited new entrants to the fieldThe role of technology in streamlining workflows, improving collaboration and delivering contextual guidance for complex filingsWhy successful filings require more than software — how support an...

Smarter insurance filing — Maximize tech and talent

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 trade-off between security and ease of use in digital workflows. Wipfli’s Robert Zondag, partner, talks with Tracy Fox, co-founder and chief revenue officer of Botdoc, about the future of secure customer engagement, including: • The 72% disconnect between companies’ perceived customer experience and actual customer satisfaction. • The impact of friction-filled security processes on customer drop-off and delays. • How COVID accelerated digital transformation and created demand for remote, seamless workflows. • The role of fluid, modular workflow automation in reducing friction and improving outcomes. • Why companies must rethink “sharing” vs. “sending” data to meet customer expectations.

<description>&lt;p&gt;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 trade-off between security and ease of use in digital workflows.&lt;br/&gt;Wipfli’s Robert Zondag, partner, talks with Tracy Fox, co-founder and chief revenue officer of Botdoc, about the future of secure customer engagement, including:&lt;br/&gt;• The 72% disconnect between companies’ perceived customer experience and&lt;br/&gt;actual customer satisfaction.&lt;br/&gt;• The impact of friction-filled security processes on customer drop-off and delays.&lt;br/&gt;• How COVID accelerated digital transformation and created demand for remote, seamless workflows.&lt;br/&gt;• The role of fluid, modular workflow automation in reducing friction and improving outcomes.&lt;br/&gt;• Why companies must rethink “sharing” vs. “sending” data to meet customer expectations.&lt;/p&gt;</description>

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 trade-off between security and ease of use in digital workflows. Wipfli’s Robert Zondag, partner, talks with Tracy Fox, co-founder and chief revenue officer of Botdoc, about the future of secure customer engagement, including: • The 72% disconnect between companies’ perceived customer experience and ac...

Podcast: Breaking the Security-Convenience Seesaw

Navigating Private Equity: Trends, Challenges, and Future Outlook in 2025

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 industry, with a focus on security and user experience.Wipfli’s <a href='https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag'>Robert Zondag</a>, partner, and <a href='https://www.wipfli.com/about-wipfli/partners-and-associates/matt-sabo'>Matt Sabo</a>, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including:<ul><li>The use of AI in quality assurance for financial institutions.</li><li>The importance of balancing security measures with user experience considerations.</li><li>The growing need for digital access for credit union members.</li></ul>

<description>&lt;p&gt;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 industry, with a focus on security and user experience.&lt;/p&gt;&lt;p&gt;Wipfli’s &lt;a href='https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag'&gt;Robert Zondag&lt;/a&gt;, partner, and &lt;a href='https://www.wipfli.com/about-wipfli/partners-and-associates/matt-sabo'&gt;Matt Sabo&lt;/a&gt;, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;The use of AI in quality assurance for financial institutions.&lt;/li&gt;&lt;li&gt;The importance of balancing security measures with user experience considerations.&lt;/li&gt;&lt;li&gt;The growing need for digital access for credit union members.&lt;/li&gt;&lt;/ul&gt;</description>

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 industry, with a focus on security and user experience. Wipfli’s Robert Zondag, partner, and Matt Sabo, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including: The use of AI in quality assurance for financial institutions.The impo...

Harnessing AI in Financial Services: Insights from Wescom Credit Union

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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