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Championing Integrated Wealth Management

RE: Last week's BISRA's Executive Summit, "Integrated Wealth Management Execution Theme"

How will your firm execute "active referral and workflow between departments"?

HERE IS WHAT BISRA HAD TO SAY:
"If a bank is committed to offering 'integrated wealth management' it requires a variety of departments (trust, private banking, investments, commercial lending and small business banking, etc.) to work together in a unified fashion for their clients. It is critical that there is active referral and workflow between these departments. There can be no silos, or 'we own the customer' issues. All tremendous execution challenges given the legacy approaches at many institutions." – BISA ONESOURCE

Championing Integrated Wealth Management

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