Over the years we have been asked by our clients many variations of the following questions. How do I justify the existence of the investment services unit when it accounts for such a small fraction of the host institution’s total business? And, how do I measure my institution’s opportunity in investment services? Kehrer Bielan draws on consumer and institutional data to shed light on these questions, providing high-level thought leadership that achieves broad distribution throughout the industry.
The Value of an Investment Client to a Bank or Credit Union (2015)
The Opportunity for Credit Unions in Investment and Life Insurance Services (2013)
Leaving Money on the Table: The Financial Institution Opportunity in Investment Services (2017)*
Recognizing the Opportunities for Growth (2015)