5 episodes

Banking is a risk business, but in today’s environment, we are being faced with uncertain times. Financial institutions 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.

Bank on Wipfli Wipfli

    • Business
    • 5.0 • 9 Ratings

Banking is a risk business, but in today’s environment, we are being faced with uncertain times. Financial institutions 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.

    The current state of commercial real estate

    The current state of commercial real estate

    Changes are happening in real estate, from commercial to residential. More workers are starting to come back into offices that have been practically empty for two years. Retirees selling their homes and moving into cities is contributing to a shortage of multifamily apartments and raising rents.In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager at Wipfli, talks to Dr. Stephen Buckman, a professor in the Master of Real Estate Development Program at Clemson University, about the commercial real estate trends. They discuss:·      How the residential market compares to the commercial market.·      What factors are important to look at when talking about commercial real estate.·      If there’s a call back to the office, how that will effect commercial real estate.Listen in to learn what your financial institutions needs to know about the real estate market. 

    • 41 min
    It's still about the employee experience

    It's still about the employee experience

    The employee experience remains a strategic issue for financial institutions. While many executive leaders recognize the importance of creating a people plan that aligns with their strategic plan, many don’t have the time or capacity to put the necessary amount of effort into building and executing on it.   At the same time, 36% of financial services workers feel their senior leaders are not providing clear direction about where the organization is headed, and 32% feel their managers are not effective in serving and supporting the team.  In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager at Wipfli, talks to Michelle Joseph (https://www.wipfli.com/about-wipfli/partners-and-associates/michelle-joseph), Manager within the employee experience team at Wipfli, talk about creating a better employee experience. They discuss: * How executives can get more involved in creating a positive employee experience * How you can make your employees feel heard

    • 18 min
    The Changing Investment Experience

    The Changing Investment Experience

    Investment accessibility has never been higher. Mobile phones are providing every-day people with access to all investment platforms, whether conventional or unconventional. And innovations like commission-free trading continue to push investing forward.   In this episode of Bank on Wipfli, Robert Zondag, Senior Manager at Wipfli, talks to guest Ben Soppitt, CEO of Unifimoney, Inc., about: * How investing has changed across generations. * How your financial institution can provide customers with options to participate in investing when and where they want to. * The impact of Amazon and gamification on wealth management services and delivery. Listen in to learn how your senior leadership can consider their strategy surrounding investment experience. 

    • 28 min
    The Keys to Improving Employee Experience

    The Keys to Improving Employee Experience

    Work is on trial. Employees are reassessing why they work and where they work, and they’re leaving jobs at record rates to find out what exactly drives them.  Improving the employee experience is top of mind for financial institutions — and for good reason. The employee experience is critical in attracting talented people and keeping the ones you already have. And it’s everyone’s responsibility in the organization, from leadership to HR, to foster a better experience.   How? In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager, and Michelle Joseph (https://www.wipfli.com/about-wipfli/partners-and-associates/michelle-joseph), manager in Wipfli’s organization performance practice, dive into: * Who is responsible for creating the employee experience * How to get past the “hype” and adapt to employee needs at a pace that is digestible for everyone involved * The importance of designing a people plan that aligns with your strategic plan Listen in to learn employee experience best practices.

    • 17 min
    Examining the Talent Gap

    Examining the Talent Gap

    The working age population is at an all-time historical low. Although it has been slowly rising, this trend is expected to continue for 10 more years—and it’s putting pressure on financial institutions that are trying to attract and retain top talent. Many are seeing employees leave for competitors or for other job opportunities that better fit their needs and their expectations.So, what are some effective measures you can implement to attract and retain talent?Listen to our latest Bank on Wipfli episode to find out. Wipfli’s Robert Zondag, Senior Manager and Barbara Low, Manager, discuss how to attract top talent and how to retain it, including:•The true labor market challenge facing financial institutions today.•What elements contribute to an institution’s ability to retain needed talent.•The importance of culture, succession planning and employee development.

    • 24 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings