In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following: <ul><li>Taking an active approach to data mining</li><li>Leveraging data across channels</li><li>Using data to identify advisory and planning prospects</li><li>Using data to right-size advisor books</li></ul>

In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following: Taking an active approach to data miningLeveraging data across channelsUsing data to identify advisory and planning prospectsUsing data to right-size advisor books

In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following:&nbsp;<ul><li>Taking an active approach to data mining</li><li>Leveraging data across channels</li><li>Using data to identify advisory and planning prospects</li><li>Using data to right-size advisor books</li></ul>

Leveraging Data for Growth

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

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Leveraging Data for Growth

Leveraging Data for Growth