Wealth management presents a powerful opportunity for community and regional trust banks to drive growth and enhance client relationships. By combining operational efficiency with client-centric strategies, banks can deliver an elegant experience at scale, deepen relationships, and accelerate growth.
Join Datos Insights Director of Securities & Investments Will Trout and AssetMark for an exclusive webinar exploring insights from Datos’ white paper: The Strategic Case for Integrated Outsourced Investment Management.
In this session, you’ll discover:
- How top-performing banks are generating nearly 10x more AUM-based revenue than peers
- Why integrated outsourced investment management is becoming a competitive differentiator
- How unified systems can streamline operations, enhance compliance, and elevate the client experience
- Key strategies to scale wealth management offerings efficiently while driving revenue growth
Bonus: All attendees will receive a complimentary copy of the Datos Insights white paper.
Can’t make it? Register anyway and receive the replay.
