The Value of an Investment Client to a Bank or Credit Union

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SKU: KBRC-2015-VIBCU Category: Tags: ,

Description

This study demonstrates that the value of adding an investment relationship to an existing banking relationship is much greater than the direct revenue from an investment sale, because the investment relationship increases customer loyalty much more than adding an additional banking relationship.

The Value of an Investment Client to a Bank or Credit Union updates our 2012 study, using the latest data from the MacroMonitor, the gold standard of consumer financial surveys.

Additional information

Number of Advisors

Fewer than 20 Advisors, 20-75 Advisors, More than 75 Advisors, Product & Service Providers