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8745 Henderson Road
Suite 300
Tampa, FL 33634 |
Tel: 800.245.4732
Fax: 813.890.6412
Toll free: (800) 245-4732
Website: www.investfinancial.com |
Connie Gregory, SVP connie.gregory@investfinancial.com
New Business Development
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INVEST Financial Corporation (INVEST) founded in 1982, was the first third-party firm to sell securities in bank lobbies. INVEST Financial Corporation’s history of success in distribution of investments in financial institutions has come about through forward thinking in anticipating the industry changes and providing solutions to its partners. INVEST is the pioneer of bank distribution of investment and insurance products and differentiates itself by offering a leading edge technology platform, maintaining a strong compliance program, delivering superior back office support, providing effective education and sales support, all with a competitive payout structure. The Company’s goals are to customize and private label financial institution programs and grow revenue through the use of industry benchmarks and best practices that drive revenue and improve profitability.
According to the TowerGroup, a well-recognized and independent research firm, INVEST Financial Corporation (as one of National Planning Holdings’ four independent broker-dealers) is one of two broker-dealers who have made a significant investment to develop technology for representatives. Our Electronic Order Entry System (EOE) is a web-based transaction system that eliminates paperwork deficiencies and automatically generates required forms, disclosures and blotters, and in partnership with LaserApp, our EOE system offers you access to vendor applications that are prepopulated and electronically stored making direct business seamless and efficient.
Adding value and increasing revenue is the goal of all our financial institutions. INVEST takes this goal seriously with a team of dedicated and experienced Senior Vice Presidents devoted to the success of the programs within their respective regions. We provide detailed step-by-step Strategic Best Practices for Financial Institutions, Representatives, Sales Assistants and Operations Managers. We create annual strategy plans catered to the specific needs of each financial institution using industry benchmarks and best practices, and we offer a comprehensive educational program and recognition to our top performers.
We provide Marketing and Product Support to Strengthen and Capture New Customer Relationships. We provide our financial institutions with a comprehensive menu of products and research. We also offer proprietary financial planning software, financial planning and retirement plan technical resources. |
Index listings:
Annuities - Marketing and SalesFinancial PlanningInvestment Advisory ServicesLife InsuranceMutual Funds - Marketing/SalesThird Party Marketing Firms (Broker-Dealers) |
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