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Bank on Wipfli

When is the right time to establish a dedicated project management office (PMO) or allocate dedicated project management resources within an organization? Listen in to this episode of Bank on Wipfli to find out. Special guest Tina Dinger, SVP Head of Enterprise PMO, Northwest Bank, joined Wipfli’s Robert Zondag, Principal, and Tim Merrell, Senior Manager, to discuss:* Project management roles and your staffing needs to create a PMO.* What type of existing employees could make great project managers and tips on what to look for.* The importance of continuous improvement within the PMO and how to evolve.

Effective customer acquisition is vital to driving growth in today’s dynamic market. But reaching — and keeping — new customers may require your financial institution to understand how you can expand beyond your usual marketing channels and leverage data to drive success.In this episode of Bank on Wipfli, special guest Nicky Senyard (https://www.linkedin.com/in/nickysenyard/), CEO and founder of Fintel Connect, joins host Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag) and Wipfli’s Michelle Joseph (https://www.wipfli.com/about-wipfli/partners-and-associates/michelle-joseph) for a look at the different strategies and metrics you can use to optimize customer acquisitions.Listen in as they discuss:* The distinction between brand and acquisition marketing strategies.* Key metrics for measuring customer acquisition and optimizing marketing efforts.* Different marketing channel strategies and what data indicates success in each channel.

 Outsourcing isn’t as new to wealth management as it may seem.Interest may have accelerated recently, but outsourcing has been quietly evolving and growing in financial services for years. And with continued challenges in both economic and labor markets, outsourcing is proving effective at helping firms refocus on critical, value-added activities that will help them grow.In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Wipfli principal, and Joe Cortese (https://www.fiducientadvisors.com/team/joseph-cortese), partner at Fiducient Advisors, explore the rise in outsourcing and how it can benefit your firm.Listen in as they discuss:* What are the key reasons firms are considering outsourcing in today’s market?* What factors should firms consider while picking the right outsourcing partner?* How did the trend of outsourcing in wealth management firms begin?

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.In this episode of Bank on Wipfli, Robert Zondag, Wipfli principal, and Ben Udell, senior vice president of client experience at Lake Ridge Bank, explore use cases and best practices for using AI in financial institutions.Listen in as they discuss:• How can my organization start using AI?• What guidelines and policies should be put in place?