Marketing

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.

  • On-Line Bank Marketing Library >

    Infinex offers an Bank Marketing Library, an online marketing ordering system that specifically accommodates programs that are private label branded. All materials can be customized in just a few clicks with private label name, logo, and locations.

  • Campaign Training >

    For each new campaign, Infinex posts an on-demand training module to be used with branch staff to train on the best use of the campaign, and how to gain the maximum leverage.

  • Compliance Approval Process >

    Infinex assumes responsibility for approval of all marketing materials, ensuring they meet FINRA guidelines. We are committed to a self imposed 24 hour deadline for reviewing/approving any material a bank submits. These Infinex compliance reviews are at no charge to the financial institution.

    Marketing pieces, direct mail, advertisements, statement stuffers, billboards, radio spots, branch signage, business cards, stationery, invitations, welcome letters, brochures, and adviser bios can all be private labeled.

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