Updated Dec 10, 2020

Does your investment program lack a complete picture of your client’s wealth across the organization?

Are you looking for new ideas on collaborating with the financial institution to boost referrals and drive growth?

If either of these resonates with you, then join us at our upcoming webinar Leveraging Financial Institution Data in LPL Bank and Credit Union Programs scheduled on Wednesday, December 16, 2020, 1:00-2:00 PM CT.

This next event in Terrapin’s quarterly Leveraging Data webinar series will bring together leaders from banks and credit unions that partner with LPL Financial’s Financial Institutions Division to explore ways to successfully leverage financial institution data to drive revenue and growth. We’re excited to announce that Peter Bielan, from Kehrer Bielan Research & Consulting, will be our guest speaker.

Discussion topics include:

  • Explore best practices in leveraging data from the financial institution to accelerate growth in your investment program.
  • How customer activities and events at the financial institution can be used to identify sales opportunities (or predict customer churn).
  • Learn from a panel of experts how to collaborate with the financial institution to increase referrals, and ultimately, overall share of wallet.

This will be a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges. To attend the event, please register below.

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