Program management support is included in our services. Our step-by-step roll out process is customized to your bank's needs. Our programs are designed to be turnkey - with minimal demand on time and resources. We work together to make sure your team and your customers will get the most value from the program. 
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​Our team provides ongoing support to your bank. We provide client and staff feedback, update training programs and marketing strategies. The bank is provided regular reports on the program activity - including data points for households, growth, revenue, and assets under management.

Staff Training

We work to form a strong partnership with your team and encourage open communication to ensure a seamless client experience. Through employee training sessions, demos, and support, we strive to make sure all employees are comfortable compliantly speaking to customers regarding the program. Training can be customized to meet the needs of your bank employees.

Compliance Support

We are a SEC Registered Investment Advisor (RIA). Our programs are designed to follow SEC guidelines regarding the sale of non-deposit investment products and third party relationships.

​As an RIA, our fiduciary responsibility to place clients' best interests first aligns with the cooperative values of banks. We provide continuous compliance support. Contact a member of our team to learn more about program compliance or request our due diligence packet.

​Program Marketing

A robust marketing plan is an integral part of any successful investment services program. We can help you create dynamic marketing strategies and plans to grow your wealth management program.

​Marketing content can include website, print, direct mail, newsletters, advertising, email, social media, webinars, seminars, and more. The bank retains full control over the final product, content, strategy and messaging. We can provide pre-designed content which may be used "as-is" or as a template for your team to create your own materials. A strong, consistent, mutual marketing effort is encouraged, though the bank is not held to any explicit marketing expectations or benchmarks. 

Our team will take a consultative approach and assist you and your program with all your marketing needs, including:​​
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Branding; Stationary; Advertising; Direct Mail; Newsletters; Webinars; Seminars; Client Appreciation Events; Social Media; Website; Surveys.

Example Marketing Content

From posters to postcards, we will provide you with marketing designs and content to promote your wealth management program to your clients. Below are examples of various marketing items.

Pre-written Marketing Email Topics:

Money
Retirement
Safety Net
401(k)
College Planning

Investing Goals
Educational
​Debt Management
Financial Advisor
​Estate Planning

Budgeting
Financial Review
Tax Season
Family Planning
Life Events
And More...