Realizing Revenues
Realizing Revenues Mary Morgan and Financial Shop Solutions

Realizing Revenues Mary Morgan and Financial Shop Solutions

In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...

Realizing Revenues Mary Morgan and Financial Shop Solutions

Realizing Revenues Mary Morgan and Financial Shop Solutions

In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...

Realizing Revenues Year End Recap

Realizing Revenues Year End Recap

2022 is wrapping up and we wanted to bring you clips from all of our Realizing Revenues interviews this year. Industry leaders are sharing their stories of how fintech is helping their companies and teams grow and evolve. [button...

Realizing Revenues David Lincoln and WISE

Realizing Revenues David Lincoln and WISE

In this episode David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can increase the revenue they are realizing in their relationships. Check it out to hear what...

Realizing Revenues Don Seacrest and AMG National Trust

Realizing Revenues Don Seacrest and AMG National Trust

In this episode, Don Seacrest, Senior Vice President of Operations at AMG National Trust chats with us about the complexities of integrating data from acquired businesses, using fintech to strengthen client relationships and the benefits of aggregating data. Check it...

Realizing Revenues Scott Neff and Glenview Trust Company

Realizing Revenues Scott Neff and Glenview Trust Company

In this episode, Scott Neff, President and CEO of The Glenview Trust Company talks with us about traversing through a digital ecosystem. Listen to this episode to hear how Scott and his team unify data using technology, overcome the challenges of fintech adoption, and...

Realizing Revenues Linda Gu and Supernova Technology

Realizing Revenues Linda Gu and Supernova Technology

In this episode, we chat with Linda Gu, the Executive Vice President of Sales and Marketing from Supernova Technology. Listen in to hear Linda discuss the benefits, misconceptions, and advantages of using a securities-based lending technology program. [button...

Realizing Revenues Sal Marone and Fulton Private Bank

Realizing Revenues Sal Marone and Fulton Private Bank

In this episode, Sal Marone, the EVP and Chief Administrative Officer of Fulton Private Bank chats with us about the ins and outs of private banking. Listen in to hear how Sal and his team leverage technology to create personalized client experiences, treat client...

Realizing Revenues Troy Jordan and INTRUST Bank

Realizing Revenues Troy Jordan and INTRUST Bank

In this episode, we chat with Troy Jordan, the Managing Director of Wealth and Retirement from INTRUST Bank. Listen in to hear how Troy and his team create hyper-personalized banking experiences for customers, and use technology to drive growth and bridge the gap...

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