How to successfully scale your project management

How to successfully scale your project management

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.

Mastering customer acquisition with data insights

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 guestNicky Senyard, CEO and founder of Fintel Connect, joins hostRobert Zondagand Wipfli’sMichelle Josephfor 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.

The Evolution of Outsourcing in Wealth Management

Bank on Wipfli

Practical approaches to leveraging AI

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?

How to leverage data to improve the customer experience

Whether you refer to your buyers as customers or members, data helps financial institutions understand them and predict their behavior patterns. It is a continuous process and requires a sound strategy. The majority of businesses today are using data analytics to improve their decision-making and their operational performance — and savvy financial institutions should, too.

In this episode of Bank on Wipfli, join Robert Zondag, Wipfli principal, and Matt Sabo, Wipfli director, for a discussion with Wescom Credit Union leaders Dave Cerwinski and Joseph Pellissery. They cover:

·How data helps financial institutions understand their buyers (aka customers and members)

·The kinds of offers that keep buyers loyal

·How data empowers associates at your institution in their engagement with buyers