Online Summit Recordings
The XCELLR8 Bank & Trust Online Summit provided an opportunity for Senior Trust Officers, Investment Managers, and Wealth Advisors to engage industry subject matter experts and thought leaders. Hear best-practices and learn about new trust solutions.
"Wealth Management’s Digital Future”
Mike Tropeano, CFA
Vice President Business Development
"The Role of Trust Services in Financial Wellness"
SVP, Senior Trust Officer
Adler Trust Co.
“Optimize Your Client Engagement”
"Digital Transcription Drives Compliance"
"How Banks & Trusts Can Drive Explosive Growth through Digital Relationships"
CEO & Co-Founder
Disclosure The opinions expressed on the online summit are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of the event, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any speciﬁc security or to engage in any investment strategy. Investment decisions should always be made based on an investor’s speciﬁc objectives, ﬁnancial needs, risk tolerance and time horizon.