Financial institutions currently selling investments could increase their revenue by 76% just by emulating the best practices of top investment programs. So says the first in a series of white papers launched this month by PrimeVest Financial Services, a registered broker-dealer and provider of investment management and insurance services to banks and credit unions.
The series – dubbed “Guide to Growth” – was developed to help banks and credit unions increase investment program revenue opportunities, says PrimeVest. In addition, it provides a benchmark for financial institutions to measure investment program success, examines the best practices common to programs that have the strongest financial results, and details the revenue potential for banks and credit unions that are not yet selling investments.
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