Terrapin Technologies Webinars

Recorded Webinars

This webinar explores industry trends, effective models, and the role of technology in financial advisor succession planning.

Panelists discuss ways to successfully leverage financial institution data to drive revenue and growth.

Explore best practices with leveraging data for advisor compensation as well as a look at key trends in compensation.

Discover how bank and credit union investment services programs can get the most out of their third-party broker-dealer partnership.

Panel of program managers share winning strategies on how to leverage data in their investment program.

Leaders from bank and credit union investment programs discuss how they utilize data for efficiency and growth.

Insights, advice, and best practices to help investment services firms grow their business.