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The Revenue Potential for a New Program

06.20.15

Top performing investment programs maximize their contribution to the financial institution's fee income. This paper will show you how the investment services business in a typical bank or credit union-based program matures over time.

You’ll learn:

  • How maturity benchmarks can help your institution better budget revenue and net income
  • How long a financial institution can expect to be in start-up mode before reaching optimal growth of 129%