Taking the time to evaluate your current advisory program can let you identify areas of improvement. With a proven track record of helping financial institutions achieve greater results, our in-house staff has decades of experience working with and in financial institutions, so we have a keen understanding of your unique needs, challenges and opportunities.
Securities America is a premier independent broker-dealer with more than 30 years of experience providing back-office support and leading-edge technology to more than 2,000 advisors nationwide. This allows us to provide resources available to all our advisors including comprehensive practice management and wealth management offerings, while still being able to focus on the details that bank and credit union programs need.
Improve Satisfaction, Increase Efficiency and Expand Your Customer Base
Securities America knows what it takes to manage and grow a fully-integrated advisory program in your bank or credit union. We understand the value of your customer relationships and know a well-designed investment and insurance program can enhance those relationships. Plus, with our wide range of investment offerings, planning solutions and marketing tools, we can help you attract new clients and grow your core products and services.
- Proven coaching support to improve profitability, increase asset under management and strengthen client relationship
- Best-in-class wealth management and income distribution solutions
- User-friendly, state-of-the-art technology solutions, including comprehensive client access and mobile apps
- Paperless, straight-through processing
Service and Support
- Multi-layered compliance and regulatory support
- Customized marketing materials
- Transition support