Bank on Wipfli

The Changing Investment Experience


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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.
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Bank on WipfliBy Wipfli

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