Tuesday, February 2, 2016 | San Diego, CA
Wayne Cutler, Managing Director, Novantas
The wealth business, along with banking, is facing a period of rapid transformation. This includes new technology, changing customer preferences, emerging non-bank competitors, and regulatory pressures. How is the traditional bank and credit union wealth model coping, and what do they need to do to stay ahead of the curve? In this discussion, we’ll present new Novantas research on the wealth business, highlighting revenue growth and projections for 2016; penetration of the retail business; top challenges facing the bank wealth program; and how brand differentiation (or lack thereof) is impacting the wealth business.