Unlocking Total Share of Wallet
Discover strategies for how to unify wealth and retail without risking compliance
Your members don’t think of themselves as “retail customers” and “wealth clients”—they just see their money. Watch our panel discuss how leading institutions are unifying the member journey across retail and wealth, capturing millions in new AUM while staying fully compliant with LPL requirements.
Key takeaways
Watch our expert panel Balyodh Gill (VP Partnerships at Coconut Software), Dan Bruce (Relationship Manager at LPL) and Laura Reed (Manager Wealth Systems & Analytics at SchoolsFirst Credit Union) unpack how to unify retail-to-wealth scheduling in a way that meets LPL requirements, including:
VP, Partnerships @ Coconut Software
Relationship Manager @ LPL
Manager Wealth Systems & Analytics @ SchoolsFirst Credit Union
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Why the structural divide between retail banking and wealth management is costing your institution growth, and the size of the opportunity hiding in your own member base.
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How to unify the member experience across business lines while meeting every requirement for electronic communications email and SMS.
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A real-world look at how one institution is converting retail relationships into wealth clients through one unified platform, and the measurable results they’re seeing.