Best Wipfli/PKM Podcasts (2024)

1
The benefits of expanding into the digital realm 25:47

1y ago25:47

25:47

As the need for deposits grows, financial institutions are increasingly turning to the latest technology to help them better reach customers. This episode of GroundBanking explores the benefits of digital branches and the work Data Centers Inc (DCI) is doing to help financial institutions expand their digital offerings. Listen in as guest Sarah Fra…

1
Finding your financial institution's niche 32:46

1+ y ago32:46

32:46

Does your financial institution have a niche? And does it align with current trends in banking? There are financial institutions created for specific groups, interests, careers, lifestyles and more — from specific professions to small businesses and even to pet owners — all to serve their account holders’ needs better. Your institution has an oppor…

1
Positioning your credit union to better compete 42:29

1+ y ago42:29

42:29

The credit union industry is facing new challenges as members draw on their savings to meet the demands of inflation and job losses. To compete, credit unions have to look towards creative solutions. This episode of GroundBanking covers industry trends and how credit unions can leverage technology to eliminate friction for all members, including th…

1
Empowering your aging adult customers 39:19

1+ y ago39:19

39:19

It’s likely that there is more your financial institution can do to help your senior customers manage their everyday expenses. Learn more in this podcast.By Wipfli

1
How data can strengthen your financial institution 34:02

2y ago34:02

34:02

Does your financial institution have the right data to drive decisionmaking? Lots of community banks and credit unions lack the information they need in these super competitive times. Measurable data can be key to building relationships and taking care of existing customers, which remains the heart of your business. In this episode of Groundbanking…

1
Podcast: How to create an impactful digital experience 33:12

2y ago33:12

33:12

These days, for financial institutions, an increasingly critical part of brand experience is focused on digital. Institutions can no longer depend solely on branches to deliver their brand experience. But these days, an increasingly critical part of that experience is digital. Financial institutions can no longer depend solely on branches to delive…

1
How financial institutions can approach offering cryptocurrency services 29:34

2y ago29:34

29:34

Is your financial institution considering how you can begin offering digital asset and cryptocurrency-related services? Wipfli’s State of Community Banking Report found that 29% of community banks are looking to add crypto to their ecosystem — a big turnaround from just a few years ago. In this episode of GroundBanking, Terry Ammons, partner at Wip…

1
Next generation technology strategy for community banks 32:37

2y ago32:37

32:37

During the pandemic, many non-traditional banks have entered the market to take advantage of consumers’ shift to digital banking. They’re blurring the lines between traditional and non-traditional providers and creating an unprecedented level of financial fragmentation. In response, community banks need to leverage cloud technology to innovate fast…

1
Delivering Magic Efficiencies for Bankers 31:02

2+ y ago31:02

31:02

Your community bank can leverage personalized automation to increase efficiencies in your consumer and mortgage lending practices. How? In this episode of GroundBanking, Terry Ammons, partner at Wipfli, talked to Joseariel Gomez-Ortigoza, Founder & CEO of Shastic, about the company’s cloud-based, AI learning engine. Because the most repetitive and …

1
The value of compliance-centric IT services 31:10

2+ y ago31:10

31:10

How have financial institutions’ approach to technology changed over the course of the last decade? That’s the question explored in this episode of GroundBanking. Terry Ammons, partner at Wipfli, talks with Brendan McGowan, CTO of Safe Systems, about how technology investments have transformed dramatically in the past few years, shifting from a “ne…

1
This community bank’s road to digital transformation 38:13

2+ y ago38:13

38:13

Brick and mortar bank branches are not going away any time soon. Their purpose is simply changing. By incorporating more technology into branches, community banks can create a seamless customer experience that keeps them relevant and moving forward. In this episode of GroundBanking, Terry Ammons, partner at Wipfli, and Kimberly Kirk,EVP & Chief Ope…

1
Podcast: Making better banking decisions with better data 24:16

2+ y ago24:16

24:16

When the concept of digital transformation started gaining steam, many financial institutions realized they did not have the peer group analytics, data or insights into what changes were happening in their sector. How can you gain better data? Terry Ammons, partner at Wipfli, and Curry Pelot, CIO and Founder of FI Navigator, discuss how financial i…

1
How one bank modernized its back-office compliance processes 453104:31:43

3y ago453104:31:43

453104:31:43

To compete and grow in a changing landscape, financial institutions must invest in people and technology. One key area your institution can focus on is automating key regulatory compliance requirements. How can you do this effectively? That’s what Wipfli partner Terry Ammons asks Dheeraj Singal, founder & CEO of FINBOA, which provides financial bac…

1
How HT Mobile Apps is helping financial literacy 20:17

3y ago20:17

20:17

Four out of every seven people in the United States is financially illiterate. That’s a staggering number. HT Mobile Apps is chipping away at that with their platform, which is focused on increasing financial literacy and wellness. “We’re seeing again and again that technology is what wins,” says Kathleen Craig, the CEO of HT Mobile Apps in our lat…

1
How and why Central Payments developed its fintech accelerator program 41:43

3y ago41:43

41:43

Interested in ideas it wants to learn more about or see go to market, Central Payments set out to develop a fintech accelerator. And it succeeded. Falls Fintech is up and running as a 12-week program designed to accelerate market readiness for early-stage fintech startups. So how did Central Payments approach developing its accelerator? In this pod…

1
How digital statements impact the customer experience 24:44

3y ago24:44

24:44

Did you know 95% of all bank statements are opened and read through? Your customers are reading their statements, but when’s the last time your institution considered what type of customer experience you’re delivering via those statements? Are they modern, or do they look the same as they did 20 years ago? In this podcast, host Terry Ammons talks w…

1
Transforming bill pay solutions in your financial institution 33:54

3+ y ago33:54

33:54

COVID-19 shined a spotlight on the gaps in the digital banking experience, particularly when it comes to bill pay solutions. Many financial institutions have realized they need to up their game. We’re excited this episode to host two special guests from Allied Payment Network: Kelli Schultz, President, and Geoff Knapp, Chief Growth Officer. Togethe…

1
How to integrate the best core banking software for your financial institution 27:27

3+ y ago27:27

27:27

Financial institutions are looking for ways to accelerate innovation across the enterprise, but they sometimes feel limited by their existing technology infrastructure. Through an open API-driven approach, many institutions are finding ways to effectively build on their existing core solution and extend the value of those technology investments whi…

1
Personalizing the customer experience with technology 34:33

3+ y ago34:33

34:33

Do you know the value technology and open platforms could add to your financial institution? Boston Consulting Group calculated that for every $100 billion in assets a bank has, revenue can be increased by as much as $300 million by personalizing customer interactions. A full 88% of customers want to receive recommendations from their bank about th…

1
How the political climate is impacting financial institutions and small businesses 36:34

3+ y ago36:34

36:34

How has the recent political climate affected financial institutions in the U.S.? What impact might potential upcoming changes have? Terry Ammons, Wipfli partner, discusses these topics and more with special guest Charles Potts, Senior Vice President and Chief Innovation Officer at Independent Community Bankers of America (ICBA). Listen in as Ammon…

Podcasts Worth a Listen

Wipfli/PKM Podcasts

Podcasts Worth a Listen

1
GroundBanking

Wipfli

1
The benefits of expanding into the digital realm 25:47

1
Finding your financial institution's niche 32:46

1
Positioning your credit union to better compete 42:29

1
Empowering your aging adult customers 39:19

1
How data can strengthen your financial institution 34:02

1
Podcast: How to create an impactful digital experience 33:12

1
How financial institutions can approach offering cryptocurrency services 29:34

1
Next generation technology strategy for community banks 32:37

1
Delivering Magic Efficiencies for Bankers 31:02

1
The value of compliance-centric IT services 31:10

1
This community bank’s road to digital transformation 38:13

1
Podcast: Making better banking decisions with better data 24:16

1
How one bank modernized its back-office compliance processes 453104:31:43

1
How HT Mobile Apps is helping financial literacy 20:17

1
How and why Central Payments developed its fintech accelerator program 41:43

1
How digital statements impact the customer experience 24:44

1
Transforming bill pay solutions in your financial institution 33:54

1
How to integrate the best core banking software for your financial institution 27:27

1
Personalizing the customer experience with technology 34:33

1
How the political climate is impacting financial institutions and small businesses 36:34

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