FIS Selects Wealth Access Financial Management Platform for Account Aggregation, Client Portal and...
Realizing Revenues Mary Morgan and Financial Shop Solutions
In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it out to hear what Mary and her team are working on and what is coming next for Financial Shop Solutions.
Watch Full Episode
Watch more episodes of Realizing Revenues.
Learn more about Financial Shop Solutions.
