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Podcast: Breaking the security-convenience seesaw

Robert Zondag
Aug 06, 2025
 

 

How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows.

Wipfli’s Robert Zondag, partner, talks with Tracy Fox, co-founder and chief revenue officer of Botdoc, about the future of secure customer engagement, including:

  • The 72% disconnect between companies’ perceived customer experience and actual customer satisfaction.
  • The impact of friction-filled security processes on customer drop-off and delays.
  • How COVID accelerated digital transformation and created demand for remote, seamless workflows.
  • The role of fluid, modular workflow automation in reducing friction and improving outcomes.
  • Why companies must rethink “sharing” versus “sending” data to meet customer expectations.

Author(s)

Robert H. Zondag
CTP, Partner, Wipfli Advisory LLC

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