Open Banking: Wealth Management’s Next Growth Opportunity

By Croesus with CE Corner

Open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized financial solutions and new revenue opportunities.

In this webinar participants will learn: 

  • what open banking is
  • what APIs are
  • business opportunities arising from these tools
  • the reality of the marketplace right now
  • what the immediate possibilities are
  • role of the government regulations
  • role of wealth management firms


This webinar will address an upcoming trend that represents an opportunity to improve service to clients and business revenues for wealth management firms.
 

Open Banking: Wealth Management’s Next Growth Opportunity

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Professional Development

1.00

Compliance

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Course Type:

Video

Passing Grade:

8/10 (80%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER