Banks are challenged to profitably serve a wide range of accounts while managing operational complexity.
Join Datos Insights Strategic Advisor Wally Okby and AssetMark for this live webinar, where you’ll learn a practical four-tier framework for aligning service models, investment strategies, and technology to account value.
Key takeaways:
- How to improve effectiveness with sub-$1M accounts (currently only 36% effective)
- Applying tax management, directed indexing, and automation to each segment
- Reducing manual work by 5–10 minutes per user per day
- Real-world examples of improved client outcomes and system integration
Can’t make it? Register anyway and receive the replay.
