Terrapin Technologies Webinars
Webinars for Banks and Credit Unions that Partner With Third-Party Broker-Dealers
About
Terrapin’s quarterly webinar series brings together leaders from banks and credit unions that partner with third-party broker-dealers for their investment services program. In these webinars, we explore best practices with leveraging data for visibility, efficiency, and risk management. These follow a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges.
Webinar Recordings
Best Practices in Working With Your Third-Party Broker-Dealer
Leveraging Financial Institution Data in LPL Bank and Credit Union Programs
Panelists discuss ways to successfully leverage financial institution data to drive revenue and growth.
Leveraging Data in Raymond James Bank and Credit Union Programs
Panel of program managers share winning strategies on how to leverage data in their investment program.
Leveraging Data for Compensation in LPL Bank and Credit Union Programs
Explore best practices with leveraging data for advisor compensation as well as a look at key trends in compensation.
Leveraging Data in LPL Bank and Credit Union Programs
Leaders from bank and credit union investment programs discuss how they utilize data for efficiency and growth.
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