PrimeVest Financial Services, a third-party marketing firm based in St. Cloud, Minn., has launched a new tool to help banks and credit unions assess how their investment programs stack up against those of their competitors.
The online evaluation tool - dubbed the Program Optimizer - analyzes program data against industry averages and best practices drawn from more than 2,800 financial institutions as compiled by Kehrer/LIMRA since 2010, according to PrimeVest.
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