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BBVA Case Study

Case Study: Leveraging Portfolio Customization to Win Business

July 11, 2018

Top performing PM lands a prospect with the help of Smartleaf’s customization software and client services.

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DI Infographic

Infographic: Why Direct Indexes are Better Than ETFs

June 27, 2018 Three reasons why direct indexes are better than ETFs
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BOH Case Study

Case Study: Bank of Hawaii

June 25, 2018

Bank of Hawaii improves service to clients, cuts dispersion by 50%, and doubles sales goal.

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USB Case Study

Case Study: Bank Trust Portfolio Manager

February 17, 2017

 Top producing PM at bank trust uses Smartleaf to spend more time with clients.

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