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 out to hear what Mary and her team are working on and what is coming next for Financial Shop Solutions.
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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...
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...
