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

Watch Full Episode

 

Watch more episodes of Realizing Revenues.

Learn more about WISE.

More Insights

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...

    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link