Community and Regional Banks
Community and regional banks are under increasing pressure to build non-interest revenue while holding the line on costs. At the same time, their customers are demanding more and more financial services. Many banks already offer investment and insurance services, but many of these programs are often under performing and not well integrated. Other banks have yet to offer such services and are confused by the myriad of offerings. Clearly, with 30-50 percent of their customers as part of the investing public, banks need to find the best way to offer these services in a way that is both profitable and is a cultural fit with their institution.
Since 1989, USAdvisors Network (USAN) has helped community and regional banks build, implement and manage successful investment programs offering individual investing and financial planning. Serving scores of banks across the country, we have the expertise and the passion to help you reach your institution's goals. Whether you have an existing program or you are starting a new one, USAdvisors Network can customize a dynamic investment services program designed to serve your customers - enhancing their satisfaction and making a positive contribution to your bank's non-interest income.
As a truly independent organization, USAN’s business-building management, compliance, marketing, strategic planning and recruiting services put you in position to serve your customers, reduce costs and increase revenues. Working with USAdvisors Network can improve customer retention and help make your bank a profitable, full-service institution.
With experienced, hands-on professionals throughout the country, USAdvisors Network is positioned to be a close, trusted resource for your investment services program. When all is said and done, it is the focused efforts of USAN professionals that will help you guide your program to realize its potential.
Additionally, USAN serves as the complete ‘front office’ between your bank's investment program and the broker-dealer and clearing firm (back office). We strive to fill each and every service need, as well as provide the type of proactive approach that achieves superior results.
USAdvisors Network brings to your practice:
• Initial consulting and strategic planning
• Recruiting services to build your practice
• A vast array of products and services (including sophisticated advisory services)
• Access to national networking and industry events
• Best-of-class technology
• Practical and effective marketing
• Superior training
• On-going support and consulting