Webinar
November 19, 2024
Session Began
2:00PM EST
Data housed by financial institutions is often messy and vast, making it challenging for bank executives to harness and leverage. David Benskin, founder of Wealth Access, shares the blueprint to unify and unlock the power of data, specifically wealth data, to grow client relationships, increase engagement, and drive adoption, making wealth management a critical part of customer experience strategies.
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