Leveraging Data in Raymond James Bank and Credit Union Programs
A Webinar Series Hosted by Terrapin Technologies
About Leveraging Data in Raymond James Bank and Credit Union Programs
The next event in Terrapin’s quarterly Leveraging Data webinar series will bring together leaders from banks and credit unions that partner with Raymond James Financial Institutions Division to explore best practices with leveraging data for visibility, efficiency, and risk management. This will be a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges.
Kristefor Lysne President, Terrapin Technologies (host)
Holly Grellier VP of Operations, Addison Avenue Investment Services
Rebecca Henderson Operations Analyst, Addison Avenue Investment Services
Jennifer Schwebel VP/Operations Manager, Fulton Financial Advisors
Shannon Gorham Project Manager, Fulton Financial Advisors
Jeremy Siragusa Director of Brokerage Services, First National Bank
- How does your firm currently utilize data from Raymond James, or otherwise, for decision making, efficiency, and/or minimizing risk.
- What leading indicators are most important to how you manage your business? How do you collect and track that information?
- What are you working on right now? How is data helping or hindering you?
Get the latest from our blog
Insights, advice, and best practices to help investment services firms grow their business.