Helping the Small Business Owner Set and Reach Financial Goals

For the small-to-midsize business owner, especially on the smaller end of the scale, personal wealth management closely intertwines with managing the business. SMB owners have an acute need for aggregated and easily accessible data, as well as for advisory services tailored to fit their asset level and sophistication. For financial institutions, this presents great opportunities to win more accounts, manage more assets and transition more customers to fully managed portfolios. Take this journey.

Three Key Business Outcomes for Managing Your Wealth Services Whitepaper Image

Three Key Business Outcomes for Managing Your Wealth Services

As the great wealth transfer gets underway, an estimated $30 trillion is set to change hands. Mobile-first connectivity fuels client expectations, and wealth managers will likely face intense competition as the wealth industry prepares for outsized growth. That’s why it’s important for institutions to prioritize initiatives that allow them to run efficiently, connect with customers in more meaningful ways and grow smartly.

74% of bank consumers
have no form of financial advisor.
Only 20% of financial advisors
target family members of current clients.
FIS SMB Wealth for Community Banks Infographic

Wealth for Community Banks

As more consumers seek wealth management products that are easy to understand and use, community banks can deploy their capabilities and reputations for personalized service to not only win more customers, but also manage more of their assets.

Community Banks – Top Four Growth Strategies

Following the financial crisis, many community banks saw years of stagnation, if not full-on retreat. But now, with the right strategic vision and technology partnerships, community banks have a rare opportunity to quickly catch up to digital front-runners and win over a whole new generation of customers. FIS’ exclusive analysis reveals several growth strategies likely to produce results.

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