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Streamlining Operations and Increasing Revenue

Case Study: Streamlining Operations and Increasing Revenue in a Wealth Management Department

A regional bank with multiple locations sought to streamline and grow its wealth management department. Its specific goals included improving outcomes for private clients, increasing the department’s revenue, and strengthening its research capabilities.

Ellwood’s Wealth Management Advisory Services’ team designed and delivered a custom solution that helped to streamline operations, free up time for business development, and deliver better customer service and communications to clients.

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