Client Acquistion
How to Assess Your Most Important Tech Needs

How to Assess Your Most Important Tech Needs

If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...

How to Assess Your Most Important Tech Needs

How to Assess Your Most Important Tech Needs

If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...

Build, Buy, or Both? Choosing the Right Tech Stack

Build, Buy, or Both? Choosing the Right Tech Stack

With more than 23.5 million U.S. households engaging in mobile banking, regional and super-regional banks have no choice but to explore ways that innovative technologies can help them set themselves apart in the digital world. The search for opportunities to elevate...

How INTRUST Bank Creates an Integrated Client Experience

How INTRUST Bank Creates an Integrated Client Experience

What’s the most important way for a bank to differentiate its wealth management division today? Once upon a time, the answer might have been its number of investment strategies or more competitive fees. Those are still important factors for a consumer when choosing a...

Three Must-Know Growth Strategies for Financial Advisors

Three Must-Know Growth Strategies for Financial Advisors

Most financial advisors can complete a discounted cash flow analysis or rebalance a portfolio with a few clicks, but marketing and growth strategies may be completely foreign. Even if you know what you should be doing, you may have trouble deciding where to focus or...

How Determining Net Worth Transforms Client Relationships

How Determining Net Worth Transforms Client Relationships

Technology is rapidly changing the competitive landscape for financial advisors, from blockchain technologies that improve data distribution to consumer-facing technologies like mobile apps and client portals that enhance the client experience. With the rise of...

How to Extend Client Relationships Beyond One Generation

How to Extend Client Relationships Beyond One Generation

Would you turn away a referral from an existing client with over $1 million in investable assets and a long investment time horizon? The answer to that question may seem obvious, but more than three-quarters of financial advisors ignore these valuable referrals. In...

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