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Leaving Money on the Table: The Financial Institution Opportunity in Investment Services


Bank customers have over $25 trillion in investible assets that they don’t keep at a bank. Yet a large majority would prefer to turn to their bank for financial services and advice. This latest Kehrer Bielan Research & Consulting guide analyzes the vast potential that financial institutions have in capturing clients’ investible assets—and identifies ways to capitalize on this opportunity.

Among key takeaways, you will learn:

  • Which financial service providers are considered the most trusted among U.S. households
  • How client loyalty translates to greater revenue and profitability
  • Why adding an investment relationship to an existing banking relationship may have a positive impact on an institution’s future assets