Broker Check

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

We are proud to have partnered with Community Bankers Bank to serve their members in the 5th Fed District…and their valued customers.

How Does It Work?

Our Team

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

The Bank

Bank receives non-interest fee income, on a quarterly basis.  As new customer accounts are added and grow in value, the income stream grows in stride.

Bank Customers

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

A Streamlined and Technology-Driven Account Opening Process

First impressions are critical…An automated account opening and on-boarding process (including e signature) is key to setting the "Tone" for a great client experience. These operational efficiencies are essential to scaling the business. We have reduced the new account process to minutes from what historically took days.

Customer Experience—Human Touch Digitally Enhanced

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

The Client Experience...A Hybrid Approach

Availability and Flexibility…for those customers used to doing business face-to-face, we will be setting up days to visit your branches periodically. More importantly, we are available almost any time, subject to a schedule, virtually. Video conferencing, interactive document sharing, digital signature…convenience for the client, productive client-facing time for advisers. Better for the customer, better for the bank.

Multi-channel Marketing

Campaign focused on converting existing customers to include Wealth Management and to attract new customers to the bank.

Proprietary Content

Proprietary content creation positioning Tone Capital and partners as experts in asset management.

Targeted Advertising

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

Automation

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

Seminars

Educational seminars detailing the benefits of opening a Bank Wealth account.

We are happy to work with you and discuss the benefits of transitioning your existing wealth management platform to our offering.   We have a dedicated transition team ready to assist with preparing the necessary paperwork to transfer your existing customer accounts in an efficient and prompt manner.  

Tone Capital’s Wealth Management platform offers …

Access to unique investment solutions.

Technology and resources to deliver superior client experiences

White glove service for clients of all sizes

Start Up

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



1-2 weeks

Ramp Up

  1. Onsite planning/training with relevant bank associates
  2. Develop customized marketing plan
  3. Launch white-labeled website design


2-3 weeks

Implementation

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


4-6 Weeks
GO LIVE!

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