Wipfli logo

Podcast: Harnessing AI in financial institutions — Insights from Wescom Credit Union

Robert Zondag
May 02, 2025
 

 

When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the industry, with a focus on security and user experience.

Wipfli’s Robert Zondag, partner, and Matt Sabo, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including:

  • The use of AI in quality assurance for financial institutions.
  • The importance of balancing security measures with user experience considerations.
  • The growing need for digital access for credit union members.

Author(s)

Robert H. Zondag
CTP, Partner, Wipfli Advisory LLC
Matt Sabo
Director, Wipfli Advisory LLC

TOP PICKS

Anna Kooi
Anna Kooi 05/12/2026
Can traditional financial institutions avoid losing Gen Z to fintech?
CFO Roundtable Exploring the evolving MA landscape
David Etter
David Etter 05/11/2026
The SBA is strengthening lending rules. What do financial institutions need to know?