Capture new clients and new assets, specifically banking assets of current and prospective clients.
This includes a branded app, desktop portal, and investment debit card.
Use our data analytics to gain new client insights and develop better financial plans.
Extend client relationships to the next generation(s), positioning for the intergenerational wealth transfer.
Differentiate product and service offerings relative to other advisors and banks.
Enhance client retention with integrated investing and cash management accounts, relationships are 98.5% loyal.