For most financial institutions, non-interest fee income is the lifeline to revenue growth and income diversification. Strategically focusing and effectively integrating non-traditional financial products into an institutions' product lineup will result in an enhanced client/member relationship and will positively impact the bottom-line of the organization.
What You Will Learn:
Detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner:
- Corporate Investments
- Foreign Exchange
- Retirement Plans
- Self-Directed Brokerage
- Discretionary Investment Management
- Trust Services
- Insurance (Personal and Business)
The workshop provides a detailed Non-Traditional Financial Products Resource Guide that calling officers have found to be an invaluable resource and sales tool. The resource guide includes the following detail for each product:
- Prospect profile
- Benefits to the client
- How does the client pay for the service?
- Client needs met with this product
- Key terminology
- Conversation starters
- What is a Registered Investment Advisor and how is it different from a broker?
Who Should Attend?
Business Development/Calling Officers, Lenders, Treasury Management Sales Team Members, Credit Analysts, and Internal Product Developers/Trainers
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