Cetera Financial Institutions announced a new technology offering on Wednesday called DataPak, which will enable banks and credit unions to more closely integrate their core operations and their wealth management services. Specifically, it will help financial institutions infuse customer data from their wealth management or brokerage operations into their broader business systems in order to help better measure program and client profitability, according to Cetera.
Integrating customers wealth management data into banks core systems has remained challenging in the past, Cetera said in its press release, since these systems operate separately.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access