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(Workshop) Banking the Whole Family: Protection, Independence, and Innovation

Monday 19 October, 1:45 PM–2:35 PM

Duration: 50 mins
Location: Master Track Deep Dive

Description:

Banks have been building for individuals. But people live in families. In this hands-on workshop, we'll show you what banking the whole family actually looks like — and why the banks that figure it out first will win. The payoff: deposit growth, acquisition, and loyalty.

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Moderators
  • Kara Brewer

    True Link

    Chief Strategy Officer

Tags

Pillars
  • Partnerships as the Engine to Scale
Topics
  • Family Office
Session Types
  • Panel Discussion

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