In today’s world, delivering a world-class client experience is really the only way to stand out from competitors. As more financial firms compete for wallet share and more self-service options become available, client experience provides a way to put your institution at the forefront.

Your business model must evolve to ensure client experience is the priority. As we work with firms throughout the industry, we’re seeing more and more financial institutions aggressively pursuing an evolution in their client experience model through unification of their retail investment and trust business lines. 

Join us for an informative webinar about unifying the investment and trust teams in your organization to ensure you’re delivering the experience clients want. Dave Coffaro from Strategic Advisory Consulting Group will join us as we talk with Webster Investment Services SVP John Olerio, Navy Federal Financial Group COO Diane Young, and First Horizon Advisors CEO Rhomes Aur about where they are in the unification journey. We’ll talk about the drivers, roadblocks, and opportunities unification brings to the institution and provide ample time for Q&A with our experts. 

Please check out with this store product to access the recording.

If you have any difficulties registering, please contact bisa@bisanet.org