Banking on Growth
Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing high-quality financial advice. Join us as we explore the world of investing through the community banking lens. Midwestern Securities is a member of FINRA/SIPC.
Banking on Growth
Transforming Financial Services: The Role of Technology and Customer Journey Mapping
Discover how to bridge generational gaps and build meaningful customer relationships in the latest episode of "Banking on Growth" with Michael Graham and guest Robert Zondag. Learn the power of social media, the shift from transactions to relationships, and the importance of owning your customer experience. Don’t miss out on these game-changing insights!
👉 Watch now and transform your financial strategies!
📧 Connect with Robert Zondag at robert.zondag@wipfli.com for more info.
#CustomerExperience #FinancialGrowth #GenX #SocialMediaStrategy #AI #BankingOnGrowth #FinanceInsights
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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC