Cetera Launches New Tech Service to Help Banks Integrate Client Data

 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.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (0)

Be the first to comment on this post using the section below.

Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here