Product Design, Distribution, and Pricing

We have helped product providers understand bank distribution and align their products, marketing support, and interfacing operations with the needs of banks and credit unions and their other business partners. The foundation for this work is our ongoing best practices consulting with bank broker dealers and the 3rd party BDs that support most banks and credit unions, and our surveys of those firms about their compensation aspirations and approach to rightsizing the number of product providers they work with.


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Product Design, Distribution, and Pricing Consulting Clients

  • Ameriprise
  • CapitalROCK
  • Croesus
  • F&G Life
  • Liberty Bankers Life
  • Synovus Securities