Updated Oct 14, 2020

Are you confident you’re getting the most out of your data? Does your firm struggle with seeing the big picture? Do you need to overhaul your advisor compensation plans? If any of these resonate with you, then join us at our upcoming webinar Leveraging Data in Raymond James Bank and Credit Union Programs scheduled on Thursday, October 29, 2020, 1:00-2:00 PM CT.

This next event in Terrapin’s Leveraging Data Webinar Series will bring together leaders from bank and credit unions that partner with Raymond James Financial Institutions Division to explore best practices with leveraging data for visibility, efficiency, and risk management. Here’s a sampling of the discussion topics:

  • How does your firm currently utilize data from Raymond James, or otherwise, for decision making, efficiency, and/or minimizing risk?
  • What leading indicators are most important to how you manage your business? How do you collect and track that information?
  • What are you working on right now? How is data helping or hindering you?

The webinar will follow a traditional study group format centering on industry leaders talking to and learning from each other — sharing their successes and challenges. Register today by clicking on the button below.

Share This