Investment Program Blueprint
2016 Blueprint Now Available!
Infinex Financial Group is pleased to present our 2016 insights into those investment programs based in financial institutions and their top drivers of success.
From the compiled survey data of over 100 financial institutions, this whitepaper explores key measures of performance and reviews how engaging in best practice activities directly impacts advisor and program results. Revenue figures cover the 2015 calendar year. Deposit and non-interest fee income information was obtained from www.fdic.gov as of December 2015.
We look forward to the opportunity to help you implement an overall investment program plan that leverages the most effective and efficient protocols discussed in this report. We are also here to help you serve the needs of your clients, community, financial institution, and employees.