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…
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In this episode of Bank on Wipfli, host Robert Zondag sits down with Dan Pastron and Cory Vargo, tax partners at Wipfli, to discuss how registered investment advisors can structure the sale of their firm to maximize after-tax value. Together, they explore critical tax and structuring considerations for RIA transactions, including: The impact of legal entity structure — asset vs. stock sales, and…
In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management, including: The role of outsourced and fractional compliance support , and how institutions can leverage outside expertise to fill gaps,…
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 about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on…
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…
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 field The role of technology in streamlining workflows , improving collaboration and delivering…
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…
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…
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 lenders to focus on true risk management and better productivity. In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending. Special guest…
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 of AI in the financial sector, with a focus on delivering seamless client interactions while maintaining data security. Special guest Ben Nichols, co-founder and head of product at Directlink and data…