546 Valley Road
Customers who own an investment purchased through their primary bank or credit union are among the most profitable for the enterprise, because they maintain larger average checking and savings account balances and are more likely to utilize credit products offered by the institution.1
With many years of experience at both large and small financial institutions, we work with you to evaluate the business potential of an investment program and create an implementation plan, including identifying Financial Advisors that may be a good fit for your organization. We assist you with selecting an appropriate program structure, based on your customer base, budget, and growth potential within your target market. Our guidance incorporates industry best practices that lead to the successful integration of the platform into your retail operation.
LPL Financial's white paper provides an insightful and data-driven look at why you should consider adding investments to your bank or credit union offering. Read the full report here: The Value of an Investment Client to a Bank or Credit Union.
1The Value of an Investment Client to a Bank or Credit Union January 2015