Working with brokerage firms, insurers, and other distributors, we develop strategies to deliver comprehensive banking solutions including a combination of credit, deposit, and fiduciary services to complement existing asset aggregation strategies. Our skills enable us to:
- Design and implement a strategic entry approach and business blueprint for adoption of banking offerings through multiple distribution channels
- Employ key tactical business components of successful industry models to deploy banking products and services in non-bank environments
- Establish service delivery structure, information flows, and product components
- Develop technology and infrastructure requirements to ensure effectiveness, including establishment of strategic vendor relationships
- Integrate banking products into current offerings
- Design cross-selling and incentive strategies consistent with regulatory constraints
A P&A Case Study of our Banking Solutions for Non-Bank Environments
We assist non-bank financial services firms in entering or repositioning within the trust services marketplace.
