sales and asset forecasting

Bank Customer Expectations in the Digital

This webinar took place on Wednesday, November 17, 2021, at 2:00 PM EST

During this important webinar, the following critical findings were discussed:

87% of respondents told us that transfers don’t meet front office and end beneficiary expectations.

80% of respondents stated that improving the account transfer is of significant importance.

62% told Delta Data that ‘timing’ was a problem, and 52% indicated that automating account transfers would be a significant benefit to customers as well as staff.

55% of banks indicated that their customers expect a ‘fast and timely turnaround,’ and 52% admitted that they don’t deliver.


Whitfield Athey - Delta Data
Steve Lewczyk - Harvest by Envestnet






Delta Data
Delta Data provides the back-end solutions that companies in the mutual funds industry use to process billions of dollars of transactions and keep on top of their data. See more at