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Why an Investment Program is Critical to the Future of Banking


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