Terrapin Technologies Webinars
Webinars for Banks and Credit Unions that Partner With Third-Party Broker-Dealers
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.
Panelists discuss ways to successfully leverage financial institution data to drive revenue and growth.
Panel of program managers share winning strategies on how to leverage data in their investment program.
Explore best practices with leveraging data for advisor compensation as well as a look at key trends in compensation.
Get the latest from our blog
Insights, advice, and best practices to help investment services firms grow their business.