We are proud to serve members of the 5th Fed District…and their valued customers.
We provide investment services, technology, marketing, and compliance. A turnkey wealth management solution.
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 benefit from an unconflicted, fiduciary-led, and technology-forward wealth management offering. An exceptional client experience.
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.
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.
Campaign focused on converting existing customers to include Wealth Management and to attract new customers to the bank.
Proprietary content creation positioning Tone Capital and partners as experts in asset management.
Targeted advertising on Facebook, Instagram, and LinkedIn promoting educational content to an identified audience.
Automated email campaign introducing Bank Wealth, distributing educational content, engaging prospects and clients, encouraging in-person meetings.
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.
Access to unique investment solutions.
Technology and resources to deliver superior client experiences
White glove service for clients of all sizes
4-6 WeeksGO LIVE!