A recent article from industry research group Kehrer Bielan Research & Consulting, Needed: Better Tracking and Reporting, highlights how tracking the right KPIs remains a struggle for many wealth management programs. It affirms our belief in the importance of...
Over the years, Terrapin Technologies has worked with many financial institutions, in particular wealth management programs within banks and credit unions. Our customers have ranged in size, from small regional credit unions to large national banks. When talking with...
The Consequences of Poor Data Quality We talk a lot about data quality and data management. When consulting with investment firms, we frequently use the phrase "get your data in good order." But what does that really mean? And why does it matter? The bottom line is...
Get Your Ducks in a Row: The Power of Data Aggregation and a Centralized Database Financial Activity Data Aggregation Our incentive compensation management solution supports a wide variety of standard sources of commission information including: National Financial,...