CBA Webinars

CBA Team Contact

Jake Fowler
jfowler@consumerbankers.com
202-552-6377

A "Wealth" of Data to Drive Efficient Growth

Recorded On: 10/26/2016

Fiserv_Logo.jpg

PRESENTER:

Victoria Lubnik, Director, Advisory Services, Fiserv

ABOUT THE WEBINAR:

The growth opportunities for wealth management services for banks are tremendous as trillions of dollars of assets move from one generation to the next. This massive transfer of wealth from Traditionals and Boomers, to Gen X and Millennials, is already underway and will continue for years. Institutions need to ensure their products, services and technological capabilities are structured to capture targeted customer segments now.

THIS WEBINAR WILL COVER:

  1. The scope of wealth transfer and what it means for financial institutions
  2. How to leverage data to validate your business strategy
  3. How to identify target segments

TOP 3 BENEFITS TO ATTENDEES:

  1. Define/validate business strategy
  2. Learn what it takes to stay relevant
  3. Gain an understanding of how wealth management is evolving

Victoria Lubnik

Director, Advisory Services, Fiserv

Victoria Lubnik directs Advisory Services at Fiserv. Previously, Victoria served as the Fiserv practice leader for Wealth Management Consulting at Fiserv. She has extensive experience working with various wealth institutions to establish benchmarks compared to their peers. Victoria and her team have consulted organizations on business strategy and ways to optimize revenue, streamline processes and efficiencies, enhance the customer experience, and validate product and account profitability.

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