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 relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...
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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 relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...
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 implement them. Special guest Nicholas Karalis, vice president of Wintrust Commercial Banking, joined Wipfli partner Robert Zondag to discuss: The tax advantages of ESOPs for both sellers and companies.How to successfully implement an ESOP.How companies structured as S corp...
Bank on Wipfli
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 relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...
