Broker Check

A Turnkey, White-Labeled Wealth Management Solution For Community Banks & Credit Unions


How Does It Work?

Our Team

provides investment services, technology, marketing, and compliance.  A turnkey wealth management solution.

The Community Financial Institution

receives recurring non-interest fee income, paid quarterly 

Customers/Members

 benefit from an unconflicted, fiduciary-led, and technology-forward wealth management offering.  An exceptional  experience.

A Streamlined and Technology-Driven Account Opening Process

First impressions are critical…An automated account opening and on-boarding process is key to setting the "Tone" for a great client experience, and essential to scaling the business. 

The Client Experience...A Hybrid Approach

The Client Experience...A Hybrid Approach

Traditional Approach

  • Regular branch visit rotation
  • Scheduled face-to-face client meetings
  • Dedicated transition team
  • Seminars

Virtual Approach

  • Video conferencing
  • Interactive document sharing/Digital signature
  • Convenient, less Intimidating
  • Webinars

Multi-channel Marketing

Campaign focused on converting existing customers/members to include Wealth Management and to attract new ones.

Proprietary Content

Proprietary content creation positioning Tone Capital and partners as experts in financial planning and investment management.

Targeted Advertising

Targeted advertising on Facebook, Instagram, and LinkedIn promoting educational content to an identified audience.

Automation

Automated email campaign introducing CFI Wealth, distributing educational content, engaging prospects and clients, encouraging in-person meetings.

Seminars/Webinars

Educational seminars/webinars detailing the benefits of Wealth Management and of opening a CFI Wealth account.

Tone Capital’s Wealth Management platform offers …

Our Process

Financial advice and investment services from a dedicated financial advisor.

Our History

Technology and resources to deliver superior client experiences

Our Values

White glove service for clients of all sizes

Start Up

  1. Present Contract for CFI review
  2. Determine fee structure
  3. Execute Contract



1-2 weeks

Ramp Up

  1. Training with relevant CFI associates
  2. Develop customized marketing plan
  3. Launch white-labeled website design


2-3 weeks

Implementation

  1. Execute marketing plan
  2. Onboard clients
  3. CFI receives payments quarterly


4-6 Weeks
GO LIVE!

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