A report by Kehrer-LIMRA (April 2012)
With increased competition from traditional and online brokerage firms, banks are being challenged to retain and grow their existing client relationships. As Investors continue to demand higher levels of service and greater access to the latest technologies to manage their investments, banks must reevaluate their online investment offering in order to capture a greater share of assets.
Written by Scott Stathis, Managing Director & COO at Kehrer-LIMRA, and sponsored by Scivantage, this report surveyed the nation's top 50 banks to evaluate the value of the self-directed investing channel and analyze how it can be leveraged for client acquisition, marketing, cross-selling, and servicing purposes.
Download this complimentary report today and gain valuable insights on the growing appeal for self-directed investing, the changes in Investor behavior, and the benefits for your firm.
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Managing Director & COO