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Podcast: The evolving trust landscape

Feb 04, 2022
By: Robert H. Zondag, Carrie Connell
Financial Institutions

Is your financial institution facing price compression? To avoid becoming a “commodity,” institutions must diversify their service offerings and add more value to customers.

When it comes to trust operations, financial institutions are trending toward using an outsourcing model with a risk-based/cost-benefit approach. They are evaluating the real reasons they are outsourcing, whether it’s because it’s temporary pain relief, a supplement or a solution that’s truly necessary.

In this episode of Bank on Wipfli, Robert Zondag, Senior Manager, and Carrie Connell, Partner, from Wipfli talk to Loyd Pohl, CEO of Pohl Consulting and Training, Inc about trends in trust operations. They discuss:

  • The impact of the “Turnover Tsunami” on trust operations
  • Consolidation, exiting and related strategies in the trust marketplace
  • The commoditization of financial services across all providers and its impact on traditional trust operations

Listen in to learn how your financial institution can address the challenges you’re currently facing in trust operations.

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Robert H. Zondag, CTP
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Carrie Connell, CPA
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