Upcoming Events

How your financial institution can keep — and grow — COVID-19 customers

9/23/2020 10:00 AM - 11:30 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

Seats Remaining: 967

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

The true value of financial institutions took center stage during the COVID-19 pandemic. Being nimble allowed you to differentiate from your larger competitors and meet customer needs when time was of the essence.

But how do you keep these new or enhanced relationships post-pandemic? What types of products and services should you be offering to create loyalty and continue growing customer relationships? Are you differentiating yourself from competitors by identifying customer needs and wants?

In this webinar, we’ll cover:

  • How to discover what engages your customers and pinpoint what their needs, wants and long-term goals are
  • What technology tools and organizational best practices can help you improve customer engagement and loyalty
  • How to right-size technology solutions to fit your needs and budget
  • How to create an actionable and strategic plan

Who should attend? Financial institution President/CEO, CFO, COO, CIO, EVP, VP Technology

Start planning how your financial institution will retain and grow its customer base.


  • Marcie Bomberg-Montoya
  • Ryan Barrow
  • Sara Circosta


Marcie Bomberg - Milwaukee, WI
Marcie Bomberg-Montoya, OCI, OEI
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Ryan Barrow
Ryan Barrow, CPA
Senior Manager
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