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. 

Upcoming Webinars

best practices in working with your third-party broker-dealer

Best Practices in Working With Your Third-Party Broker-Dealer

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

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Webinar Recordings

Leveraging Raymond James Data Webinar

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.

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Leveraging Raymond James Data Webinar

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.

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Leveraging Data for Compensation Webinar Sept 2020

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.

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Leveraging Data Webinar June 2020 card

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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