business
Hosted by Wipfli · business · EN
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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Contact path
Public web form
Booking probability
28%
Guest openness
Selective
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Signup to Generate a PitchFinancial 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.
Bank on Wipfli is hosted by Wipfli. The show has published 17 episodes to date.
Recent episodes include "Building loyalty with financial wellness programs" (29 September 2026, 32 minutes), "Programmable Money and the Future of Banking" (26 August 2026, 38 minutes), and "How to reduce your tax burden when selling an RIA firm" (26 May 2026, 29 minutes).
Bank on Wipfli publishes roughly every few months, with episodes averaging 33 minutes across 17 episodes.
Booking probability for Bank on Wipfli is 28%, and the host is rated Selective on guests. Bank on Wipfli requires a Pod Score of 80 or higher. Bank on Wipfli's contact route on record: public web form.
The strongest fits for Bank on Wipfli are Banking & Credit Unions, Investment Banking & Trading and Insurance Agencies & Brokers. Bank on Wipfli has a business audience.
Wipfli hosts Bank on Wipfli, a business podcast with 17 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Bank on Wipfli
In this episode of Bank on Wipfli, host Robert Zondag sits down with Shreenath Regunathan, co-founder and CEO of Starlight, and Michelle Joseph to discuss how financial institutions can strengthen customer relationships...
Bank on Wipfli
In this episode of Bank on Wipfli, host Robert Zondag sits down with Justin Seidl, chief technology officer at Coinbax, to discuss the growing role of programmable money and stablecoins in financial services. Together...
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>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:</p>The growing...
Bank on Wipfli
<p>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...
Bank on Wipfli
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>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...
Bank on Wipfli
<p>How can employee stock ownership plans (ESOPs) be used as a succession planning tool for registered investment advisor firms? In this episode of Bank on Wipfli, we explore the benefits of ESOPs and discuss how to...
Bank on Wipfli
<p>How can financial institutions leverage wealth programs to enhance customer relationships and community impact? Over the next 20 years, $84 trillion in assets are expected to be transferred, and this episode of Bank...
Bank on Wipfli
<p>How can firms effectively implement and manage the new SEC cybersecurity rules? Listen in on this episode of Bank on Wipfli to find out how you can stay in compliance and protect against the looming threat of a...
Bank on Wipfli
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Bank on Wipfli
<p>Fraudsters keep innovating, and the reality today is that fraud is a business. The concept of “fraud as a service” is increasingly relevant as companies emerge that cater to malicious actors with services ranging...
Recent guests on Bank on Wipfli. Study who booked and why before you pitch.
PitchCentric classifies Bank on Wipfli under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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