Intro—Wisconsin Bank and Trust Reviews & Ranking

AdvisoryHQ recently published its list and review of the top banking firms in Wisconsin, a list that included Wisconsin Bank and Trust.

Below we have highlighted some of the many reasons Wisconsin Bank and Trust was selected as one of the best banking firms in Wisconsin.

Click here for a detailed review of AdvisoryHQ’s selection methodology: AdvisoryHQ’s Methodology for Selecting Top Banks and Credit Unions.

Wisconsin Bank and Trust Review

The Wisconsin Bank and Trust is an award-winning bank in Wisconsin. Its parent company, Heartland Financial USA, Inc., is a $7.7 billion financial services company that shares Wisconsin Bank and Trust’s mission to provide exceptional customer service, community involvement, and top-of-the-line products and services. It has 27 Wisconsin locations, three of which can be found among banks in Madison, WI.

Wisconsin Bank and Trust Reviews & Ranking

Image Source: The Wisconsin Bank and Trust

Key Factors Leading Us to Rank This Firm as One of This Year’s Top Banking Firms

Upon completing our detailed review, Wisconsin Bank and Trust was included in AdvisoryHQ’s ranking of this year’s best banking firms based on the following factors.

Wisconsin Bank and Trust Review: Sustainable Responsible Impact Investing

It’s fantastic when individuals are able to grow their wealth, but doing so in ways that harms other groups of people or the environment is not desirable to many. Sustainable Responsible Impact Investing allows you to manage your money in ways that are consistent with your own beliefs and vision for society. For example, according to the Wisconsin Bank and Trust:

“Some people want to avoid companies associated with alcohol, tobacco, firearms, or gambling. Others want to favor companies that are known for their support of human rights, kindness to animals, or efforts to protect the environment. Collectively, this investment approach is known as Sustainable Responsible Impact investing, or SRI.”

Wisconsin Bank & Trust Review

Image Source: The Wisconsin Bank and Trust

To achieve such goals, the Wisconsin bank partners with a leading manager of SRI investments to create portfolios that are in line with each client’s financial and sustainability goals. Stocks are chosen by giving equal weight to a company’s social values and its financial performance. It’s a win-win for your own investments and for society, making this one of the best banks in Wisconsin.

Wisconsin Bank and Trust Review: Social Media Savvy

Wisconsin Bank and Trust recognizes that social media is an integral part of today’s world. Therefore, it uses Facebook and LinkedIn to connect with its customers. It welcomes all feedback—good or bad—through social media as long as it is constructive.

Since many aspects of banking must be kept confidential, the Wisconsin bank outlines some best practices to follow when interacting with employees via social media, such as never posting your private account information in a public online forum. Check out its social media terms of use to learn more.

The best banks in Wisconsin are forward-thinking and embrace new trends and technologies to best serve their customers. The Wisconsin Bank and Trust’s use of social media does just that.

Wisconsin Bank and Trust Review: Fraud Center

All banks must deal with fraud and take steps to prevent it, and Wisconsin banks are certainly no exception. However, Wisconsin Bank and Trust takes this responsibility one step further with its Fraud Center. This online resource goes above and beyond in terms of fraud prevention by educating customers on how to keep their account information safe and avoid scams.

For example, the bank reminds all customers that it will never ask you to send personal or financial information in response to or via a link in an email. It also provides information about common schemes to help prevent its customers from falling victim to them. When it comes to fraud prevention, knowledge really is power.

In addition to reviewing the above Wisconsin Bank and Trust review, you can click on any of the links below to browse exclusive reviews of AdvisoryHQ’s top-rated banking firms & credit unions:

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Bank Reviews

AdvisoryHQ (AHQ) Disclaimer:

Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

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