At Bankers Investments... You Choose the Destination. We Provide the Map.
Most community banks realize that in order to be competitive in the financial service marketplace today, they need to have a full-service investment program but do not have the scale or in-house expertise to develop and manage their own investment program.
For many banks Bankers Investments Group, a bank-owned alternative offered by Maryland Bank Services, Inc. , may be just the solution you are looking for. Bankers Investments Group, LLC is owned exclusively by community banks and provides a unique opportunity for banks to have equity ownership of their investment programs. Not only does the bank benefit economically from the sales of investment products and services in their institution, but it can now share in the economic opportunity of the brokerage business itself.
Economics aside, being an owner bank of Bankers Investments Group, LLC adds another important dynamic to the equation: control. Our owner banks control many facets of the program at their bank. There's no cookie cutter program design. Every program is unique and we can offer your institution the following:
- Marketing Materials Customized With Your Investment Programs Brand - Unlike third party marketers, we have no interest in advancing our brand whatsoever. Your name is always the name your customers see first.
- A Complete Range of Investment Products and Services - You can choose what types of investments you offer your customers. We have no product tie-ins, no preferred vendors, and no property funds to push.
- Multiple Program Formats - Choice of full-service only, a platform program only or a hybrid investment program.
- Compensation Structure Selection - A selection of different compensation alternatives that you select for the investment reps at your bank depending on your view of the business and choice of either dual-employees or dedicated investment reps.
- Trading Services - Choose from face-to-face, phone, and online trading options.
- Pricing Formats - Full service, discount, or even deep-discount business models that allow you to compete in several markets.
- Customer Training Program - Our in-house training staff offers sales and product training for dedicated reps, platform reps, non-licensed staff, and even senior bank management.
All delivered with state-of the art technology and support by our staff of investment professionals that understand your banks unique program.
And because our affiliation with the MBA you can rest assured of our commitment to your banking business. Today, more than two dozen owner banks from throughout Maryland and Virginia rely on Bankers Investments Group to provide them with a comprehensive, customized approach to the investment business. Perhaps your institution would like to be an owner, too.
To find out more about how we can help you build and better you investment business, contact MBA's Pat Holle (443- 837-1607).
