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.