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Podcast: The changing investment experience

Jun 12, 2022
By: Robert H. Zondag

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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Robert H. Zondag, CTP
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