Change the game – give your customers the POWER of CHOICE. Let them tailor design their own savings and investment products to entirely suit their needs, and let your institution benefit from satisfied customers and increased profits. Choice Savings and Investment Products are available as deposits, Certificates of Deposit, Notes, and Annuities.
More importantly, let our propietary IT platform expand your host system to handle thousands of individually tailored products with absolutely 0 manual processing. That’s right – automated front-to-back automation, including every step of the distribution chain. This includes account documentation, compliance, settlements, accounting, customer correspondence, and much more.
And just in case you are worried about increased overhead expenses, rest assured that our modular service offering will cover any potential gap in your institution’s skill set. Whether it be in the installation process, employee training, marketing support or advanced distribution analytics – our service factory helps our partners make the most of the underlying technology platform.