FMS for Banks and Credit Unions

Help your customers and members plan for more of life’s financial decisions.

The support to build, manage, and grow the program.

FMS provides a hands-on, managed approach that can be adapted to your institution’s size, market, and objectives.

An investment-services program built around your institution and the people you serve

Your customers and members already turn to you for important financial decisions. FMS can help you expand that relationship by making investment and insurance guidance more accessible—without requiring your team to build and manage a program on its own.

  • Give customers and members access to investment, insurance, and retirement-planning services through professionals who can help them evaluate their options.

  • Create meaningful touchpoints before, during, and after major life and financial transitions.

  • Develop a program designed to create an additional source of revenue for your institution while delivering added value to the people you serve.

  • Help customers and members find financial guidance through a familiar institution instead of automatically turning elsewhere.

  • Use educational events and community outreach to introduce new people to both investment services and your institution’s broader offerings.

Services

  • Program development and day-to-day management

  • Experienced financial professionals

  • Investment, insurance, annuity, and retirement-planning solutions

  • Advisor coaching, sales support, and professional development

  • Marketing strategy and campaign support

  • Employee education and referral training

  • Operational, administrative, and compliance support

  • Ongoing client communication and relationship management

Marketing that starts conversations and builds relationships over time.

Educational seminars

In-person programs on retirement, investing, income planning, wealth transfer, and other timely financial topics. Events may be designed for existing customers and members or opened to the wider community.

Direct and digital communication

Coordinated email, mail, phone, social media, and other communications that promote educational opportunities and encourage conversations.

Webinars and virtual education

Convenient programs that keep people informed and engaged across branches, markets, and schedules.

Client and community events

Open houses, appreciation events, and informal gatherings that strengthen connections beyond a traditional appointment.

Branch-based outreach

Coffee talks, lobby displays, advisor office hours, and other approachable ways to make financial guidance more visible within the institution.

Ongoing relationship campaigns

Thoughtful follow-up with current clients around changing needs, retirement milestones, family transitions, beneficiary planning, and opportunities for additional guidance.

How the partnership works

A coordinated approach from strategy through execution.

  • We begin with your goals, current capabilities, customer or member needs, markets, and internal culture.

  • Together, we shape the service model, advisor presence, marketing priorities, referral process, and operating plan.

  • We support internal training, educational events, communications, and relationship-building activities.

  • FMS provides ongoing program support and works with your team to identify opportunities, improve coordination, and deepen relationships.