Add thousands of Investment Professionals to your sales staff...today
""Wealth management is a very relationship-centric business, and banks with a high-touch and easily accessible service model are well positioned to compete" 2014 Fidelity Bank Wealth Management Survey.
Advisors Business Bancorp empowers the banks to co-create products with our affiliate Advisors through our collaborative marketplace to develop products and services to enhance their relationships with each other and the advisor's clients.
Concentrate on your Core Competency
Complex banking business units such as Wealth Management distract many organizations from concentrating on their core competencies such as risk and capital management and operating in a changing regulatory environment. A cultural divide exists between the Investment Advisors and the Retail and Commercial Banking, which makes cross selling cumbersome and even difficult. Advisors Business Bancorp provides a solution for banks with embedded Investment Advisor who are trying to manage these two organizations in a changing regulatory environment. Advisors Business Bancorp’s secure marketplace allows each partner to collaborate without bearing the responsibility of each other’s cultures, systems, regulatory changes, people and overhead. Banks receive a virtual sales force to sell loan solutions; high net worth clients receive a customize and competitive financial solution.
A more effective engagement model
A more cost effective way to engage High-Net worth Clients and Advisors with limited up-front cost. Technology Cost of Ownership (TCO) is less than your sales associates’ monthly salary to start. Advisors Business Bancorp builds and maintains the private marketplace only accessible to affiliate investment advisor to help banks sell their products to the Advisor’s clients. You can views our investment advisors as your extended sales staff to help growth your business along with their business.
Get to know your client opportunity through the clients most trusted advisor.
Advisors Business Bancorp empowers the investment advisor to manage a significant portion of the loan process paper work to help facilitate a transaction. Advisors Business Bancorp employs a strict service level agreement with affiliate advisors so when an opportunity is available to the banking marketplace, the Know Your Client (KYC), and pertinent client information is immediately available once the opportunity is secured by a given bank