Arming Advisors with Advice-driven Client Loans

It is essential in the financial industry today that, as a Wealth Management organization, you arm your Advisors with a fully integrated platform that includes Banking and Lending services. But it is not enough just to have one or two loan options and expect your Advisors to effectively compete for the loan business, especially since leading Wealth Management firms and Banks are continuing to expand their lending capabilities and using lending as a key hook and leverage position in the management and growth of their client relationships.

The solution is making multiple loan programs available to your Advisors

• What loans do you need to provide?
• What Banks and Lenders should you use?
• How do you ensure the experience is the best it can be for your Advisors and their clients?

The answer is Advisor Credit Exchange (ACE)

ACE will first connect any current lenders you have and then make available a dedicated network of carefully selected and approved lending organizations that are connected to your firm and Advisors through a secure and innovative platform that provides pre-qualified loan options for an Advisor to review for his or her clients before bringing up these options to their clients.

Lending can be a lucrative business, both in the business itself and in the relationships that can be solidified and expanded by adding lending to the services offered. The key is to provide the business in a low risk, high reward fashion with industry leading technology, backed by experienced professionals that have made a career out of providing Banking and Lending services in support of Financial Advisors.

If you are interested in learning more, please contact us.