How to use smart digital tools to retain deposits and engage your customers remotely
Kyle Costello (VP, Emerging Technologies, Radius Bank) shares how Radius launched a smart savings tool to help their customers, while protecting the bank's deposits. Find out how your bank or credit union can do the same.
Open trust and wealth accounts faster, remotely
Doug Fritz (CEO & Founder, F2 Strategy) will join us as we explore a simple digital tool that leading bank wealth leaders have implemented to streamline their trust and wealth account opening workflow, reach a faster time to revenue, and open client accounts faster.
Navigate the new normal
In a discussion hosted by F2 Strategy, CEO & Founder Doug Fritz invites David Benskin (CEO & Founder, Wealth Access) and Drew Sievers (CEO, Harvest Savings & Wealth Technologies) to explore how wealth management platform technology and automation can help address the sudden leap in clients' digital expectations.