leveraging data webinar series

Leveraging Financial Institution Data in LPL Bank and Credit Union Programs

A Webinar Series Hosted by Terrapin Technologies

Date:  Wednesday, December 16, 2020
Time:  1:00 PM CT | 2:00 PM ET | 11:00 AM PT

About this Webinar

The next event in Terrapin’s quarterly Leveraging Data webinar series will bring together leaders from bank and credit unions that partner with LPL Financial to explore ways to successfully leverage financial institution data to drive revenue and growth. This will be a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges. 

Featured Panelists

Kristefor Lysne, President at Terrapin Technologies

Peter Bielan, Principal at Kehrer Bielan Research & Consulting

Teo Trandafir, Director, Investment Services at UW Credit Union

JC Murray, CFTA, Regional Manager at First Interstate Bank

Brett Harner, Director, Financial Services at Golden 1 Credit Union

Discussion Topics

  • Explore best practices in leveraging data from the financial institution to accelerate growth in your investment program.
  • How customer activities and events at the financial institution can be used to identify sales opportunities (or predict customer churn).
  • Learn from a panel of experts how to collaborate with the financial institution to increase referrals, and ultimately, overall share of wallet.

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