THE ART & SCIENCE OF SUCCESS
IN THE BANK & CREDIT UNION CHANNEL
Infinex Financial Group (Infinex), a leading third-party marketing firm and independent broker/dealer, announced that investment representatives participating in their Opportunity Scorecard process in 2022 experienced a 35% increase in production over 2021. Investment programs that participated in Infinex's Business Planning process experienced a 40% increase in production, year-over-year, from 2021 to 2022.
Given the challenges 2022 presented, Infinex Executive Management credits the success to their representatives and their internal team's hard work and dedication. They also highlight the importance of their planning and business coaching tools.
Representatives who participated in Infinex's Opportunity Scorecard process experienced a 35% increase in production.
Investment programs that participated in our Business Planning process experienced a 40% increase in production.
Stephen P. Amarante, Infinex's President and Chief Executive Officer, stated, "Infinex's ownership structure and clear-cut mission as a broker-dealer has made us a powerhouse at delivering investment program resources to financial institutions. Serving this channel has been Infinex's sole focus for 30 years, and our strategic yet personalized approach helps investment representatives thrive, even in the most uncertain of times."
Amarante added, "Our 2022 numbers reflect the support and hard work of the Infinex team and the dedication of the representatives we are honored to work with every day. Infinex would not be as strong as we are today without their partnership. We continue leading the way forward in the financial institution space with innovative strategies and technology that significantly impact an investment program's ability to succeed."
"The overall numbers tell a great story, but the data tells us exactly how we got there. Infinex aggressively fine-tunes our business evaluation tools to ensure our representatives uncover all possible opportunities while strengthening existing client relationships."
When asked about the 2022 numbers, Ida Viglione, First Senior Vice President and Director of Relationship Management at Infinex, stated, "Over the past 24 months, during challenging market conditions and constant talk of a recession, we have seen unprecedented organic growth. The overall numbers tell a great story, but the data tells us exactly how we got there. Infinex aggressively fine-tunes our business evaluation tools to ensure our representatives uncover all possible opportunities while strengthening existing client relationships."
Viglione continued, "It's not just about opportunity tools. Our programs also receive a defined plan to make the most of key growth areas with concrete steps for successful execution. There is an art and science to Infinex's support approach, and each year, our goal is to make the two more effective to help our representatives drive revenue."
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