How data can strengthen your financial institution

September 13, 2022

Does your financial institution have the right data to drive decisionmaking? Lots of community banks and credit unions lack the information they need in these super competitive times. Measurable data can be key to building relationships and taking care of existing customers, which remains the heart of your business.

In this episode of Groundbanking, Terry Ammons, partner at Wipfli, talks with Mac Thompson, founder and president of White Clay, about the role of data in financial institutions. They discuss:

·      How data leads to revenue improvement with clients

·      How to obtain more reliable data about client base

·      How data deepens relationships with customers