Build a Greater Book of Business
It’s important you reach your target clients. Infinex provides full-service marketing support designed specifically for financial professionals. Our extensive array of turnkey, customizable marketing materials, tools and solutions make your marketing strategy effortless. These Marketing services provide options for you to build a greater book of business and capture clients for your program.
Some of the resources Infinex offers are:
- Online Marketing Library
- Campaign Training
- Bank-Generated Materials
- Compliance Approval Process
Through our partnership with Broadridge / Forefield, Financial Institutions and advisors have access to over 3,000 fully customizable and email-able FINRA reviewed resources including presentation templates, articles, weekly, monthly, quarterly and yearly market summaries, and seminar presentations. Each institution is able to "private label" the documents by uploading their logos and photos.
These resources are offered at no cost for your program.
Numbers Don’t Lie
- 38% of all U.S. banks offer retail investment services*
- 58% of all U.S. banks with assets greater than $250M offer investment services*
- In 1980 banks controlled 51.4% of financial assets and brokerage firms controlled 20.1%*
- Conversely in 2008 banks controlled 22.4% of financial assets and brokerage firms controlled 50.1%*
*As shown in Strategic Business Insights & K&C Partners 2012