Hear from executives at Optimal Healthcare, a Wells Fargo middle market customer, on cultivating a culture-growth connection and maintaining relationships as you scale your business. Episode 1: Keeping a strong company culture as your business grows [Investment and Insurance Products are: Not FDIC Insured No Bank Guaranteed May Loose Value] [Music playing] [People gathered at a table laughing and talking] [Cash Confessions logo] [WF Male Speaker] From the minds of our clients, we want to keep our company culture strong. As we grow, how can we maintain relationships we have with our employees and clients? [Male Speaker] We've tried to maintain that entrepreneurial spirit within the company. And as we've grown, it becomes challenging because you have to obviously manage the business. I like to call these sessions cash flows confessions. [Group laughter] because it's something that we're always, always very focused on. So, keeping the corporate side of Optimal vibrant to the industry, as well as maintaining an entrepreneurial family spirit, is, I think, what makes the difference at Optimal. [Female Speaker 1] If the company has a strong culture and makes the employees and the customers the first asset, I think that the challenge is there and we will be successful. [Male Speaker] Living it and defining it is really what brings that word to life. And the main, objective we've always had is for our team to have a voice. I spend much of my day speaking to folks that are walking by and popping their head in comfortably and you make the time, and that time comes back to you in results. [Female Speaker 2] One of the things that I think that is our greatest strength is our people. You know, we try to do something called like a free food Friday. Every second Friday of the month we have different teams who gather together to create a meal for everyone in the company, and it's kind of a way to bring us all together. And the fact that that's on a regular schedule really does benefit the feeling of a company culture and togetherness, right? One of our greatest strengths is that we all do feel like family, and I think the Hispanic heritage behind that just makes that even stronger. That’s people from all over the world. We have Nicaraguans, they Puerto Ricans, we have people from Cuba, Dominican, Mexico everywhere… [WF Male Speaker] Spain… [group laughter and female speakers nodding] [Female Speaker 2] Spain, Colombia, like now it’s, I mean, global. And so, it's really very cool and very interesting that so many different countries can come together and we're speaking the same language, and it may not be the same words, but we are speaking the same language. And that's amazing. [Male Speaker] You know, when you speak of the Spanish heritage, you know, the family and the meal is one, where that is the opportunity that you come together to share what happened during the week and what you're looking to do. [WF Male Speaker] I think you all put it very well when it starts with the people and the culture. So, thanks. Thanks for sharing this. [Music playing] [Cash Confessions logo] [Wells Fargo logo] [©2024 Wells Fargo & Company] PM-06042026-6489312.1.23

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