Wealth Management Services for Depositories
Quality service. Extraordinary expertise.
Backed by the strength of Inter Consulting for more than 30 years, the Financial Institutions Division (FID) partners with banks and credit unions to provide sophisticated solutions designed to meet a diverse range of objectives for investment programs.
Financial Institutions Division of Inter Consulting
Our Institution-Centric ModelInter Consulting
We focus on the distinct needs of your business, with support in key areas including recruiting, technology, marketing, practice management and coordinated resources to serve clients with significant wealth.
Your institution
We fully support you in branding your investment program independently, using as much or as little of the Inter Consulting name as you like.
Clients
Your clients enjoy a full spectrum of financial planning and investment services to address their goals, wants and needs.
Program manager
We empower you to deliver a holistic approach to managing wealth while building deep financial planning relationships.
Advisors
Our competitive product platform and personalized support provide all the tools and resources you need to serve your customers.
Benefits for your advisors
Advisors in a bank or credit union are in a distinct position; the Inter Consulting Financial Institutions Division fully recognizes that. Advisors benefit from:
- Opportunities for wealth management business growth
- Full access to the entire Inter Consulting product platform
- The support, reach and scale of a leading firm
- Practice management and consulting support to streamline investment programs
Benefits for your institution
The Inter Consulting Financial Institutions Division has a long history of supporting institutions with a full complement of securities brokerage and investment advisory services of a respected firm. Your institution benefits from:
- The capabilities, investment options and expansive resources clients expect
- An entire business unit dedicated to serving financial institutions like yours
- Integrated technology to keep your investment program productive and connected
- Sophisticated product lines and support to attract top talent to your program
Support that delivers
Within the larger Inter Consulting ecosystem, FID is committed to being the best partner possible to the banks and credit unions we serve – and we invest in our platform, resources and support structure accordingly.
Financial Institutions Division
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Executive Insights
This quarterly publication serves as a comprehensive resource for program managers, bank executives and financial advisors to find updates, insights and interviews from within the Financial Institutions Division at Inter Consulting.
