Session Presenters

Margaret Hartigan
Co-Founder & CEO

Breakout IV: Driving Revenue and Retention Through Digital Investing Opportunities

The largest opportunity in banking today is increasing non-interest income (fee-based revenue) and retaining deposits from new and existing customers flowing to digital investment and banking platforms. This can be accomplished through launching an offering in wealth that doesn’t require becoming an investment advisor. Hear how Wealth Management-as-a-Service can positively pull those levers for your bank via turnkey technology.

Session Resources

  • Driving Revenue and Retention Through Digital Investing Opportunities