CARLSBAD, Calif. -- "Trusted Advisor Strategies" Topic to Show How Banks Can Leverage Technology Platforms to Attract High Net Worth Investors
Financial Profiles Inc., the premier provider of financial advice solutions, today announced that it will sponsor a free Web seminar
The event will cover how banking institutions can develop trusted advisor strategies and leverage technology platforms to attract high net worth investors.
From retirement planning to trust management, the conventional model of banks has changed and clients now require services that are beyond traditional offerings. To meet these new financial objectives and remain competitive, leading banking institutions are integrating technology and strategy initiatives to help them establish trust and collaboration with their clients. The results have been increased sales opportunities, productivity, consumer satisfaction and customer retention.
Hosted by Bank Investment Consultant magazine and sponsored by Financial Profiles, the free Web seminar event will take place on Wednesday, February 16 at 2 p.m. EST/11 a.m. PST. Featured speakers include Howard Stock, managing editor of Bank Investment Consultant, Charlie Davidson, vice president of strategy and business development at Financial Profiles, Octavio Marenzi, founder and CEO of Celent Communications, and Jennifer Parker, Advanced Markets Case Design at Huntington Bank. Banking industry professionals are encouraged to register at www.bankinvestmentconsultant.com to attend.
About Financial Profiles, Inc.
Financial Profiles offers the financial services industry comprehensive financial advice software, consulting, training and support services. The company began in 1969 and today works with many nationally recognized financial services organizations. For more information about Financial Profiles' products and services, visit the company's Web site at www.profiles.com.
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