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 David and his team are working on and what is coming next for WISE.
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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...
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...
