skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

What's included

Related Products

Informagic | Financial Intelligence

BankTrends - Banking Analytics

Key benefits:

  • Timely collection
  • Competitive intelligence
  • Gap analysis
CIQ | Financial Intelligence

ComplianceIQ - Financial Compliance Monitoring

Help your compliance department stay on top of promises made to clients by financial advisors.

Key benefits:

  • Violations tracking
  • Compatibility with other products
  • Email alerts


Key benefits:

  • Dedicated data management team
  • Investment monitoring and risk analytics
  • Enhanced communication

Meet the team


Chad Watkins

Executive, Vice President , Customer Experience

California, USA

Chad Watkins

Chad specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty

+22 year(s) experience