Why an Investment Program Is Critical
to the Future of Banking11/10/2019

Share:

Latest - Insights Latest - Insights Latest - Insights Latest - Insights Latest - Insights

The future of banking is not just banking. Basic banking services can only cover about 35% of a client’s core financial needs—which means that if your institution doesn’t provide robust investment and insurance solutions, your clients are finding those solutions elsewhere.

The future of banking will depend on deepening client relationships and increasing client loyalty.

In this white paper you’ll learn:

• The six ways investment programs can add value to an institution
• How a comprehensive service approach can influence your organizational culture
• How the multiplier effect of investment and insurance programs can also impact the commercial banking side of your business

For use with financial professionals only.


Access Our Insights

Complete the following form to download this thought leadership content.

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.


Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.