Third-party marketing firms are aiming to grow their businesses by building out investment programs with banks and credit unions they currently have as clients as well as finding new financial institutions to serve.
At the end of 2014, the top third-party marketing firms in the nation had 2,833 financial institutions as clients, relatively unchanged from the 2,831 they served in 2013, according to the latest Kehrer Bielan Annual TPM Report. Most of the institutions (68%) were banks; the rest were credit unions.
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