5 ways to advance your investment program

To compete for new customers and retain your existing customers, you must offer products and services that make their lives more convenient and aren’t available at every financial institution. One great service to offer is a retail investment program, which gives customers the opportunity to consult with a professional financial advisor and have investments right at your financial institution, where they already go for loans and banking services.

Whether you’re starting a new investment program or looking to upgrade your existing program, here are some tips to improve your program’s success and customer satisfaction:

1. Encourage employees to champion your program

If your financial institution’s own employees don’t talk up the investment program, what will make customers think it’s worthwhile? Make sure your staff understands how the program benefits customers and your financial institution, and encourage them to spread the word.

 

continue reading »