WHAT WE DO FOR BANKS

Advisor Pro is designed to reduce complexity, at implementation and ongoing. We’re part of Invesco, so we understand the financial services regulatory environment and security concerns, including the complexity of your AML and KYC requirements. Our clients benefit from Invesco’s broad and deep resources, knowledge of working with the OCC, and the unique due diligence process — far beyond the basic robo in a box.
HOW BANKS USE ADVISOR PRO
Banks use Advisor Pro to give clients convenient access to wealth advice. Our white-label solution enables banks to deliver a modern, branded experience for prospects and to deepen relationships with clients.
1. Grow assets under management by extending wealth management to retail bank clients
- Market to deposit, credit card, mortgage, and lending bank clients
- Make it easy for advisors to identify held-away assets and for clients to transfer assets
- Aggregate assets and create stickier clients
- Engage in scalable, goal-based financial planning
2.Tier different client experiences by client segment
- Provide the right omni-channel services (online, chat, call center, individual advisor)
- Balance costs to serve with revenue
- Offer appropriate investment strategies based on tier
3. Serve smaller accounts at scale and efficiently
- Lower acquisition costs
- Lower onboarding costs
- Lower ongoing servicing costs
Learn more about our bank-grade advice platform and integration with third-party providers including Pershing
KEY BENEFITS

FAQ FOR BANKS & CREDIT UNIONS
What do clients need to sign up?
Can clients start the application in one location (such as a branch) and continue it somewhere else (for example, at home) without losing information?
Can you help my firm market to current clients and prospects?
How are clients mapped to the appropriate target portfolio?
What other third-party integrations do you support?
DID YOU KNOW?

78% of U.S. retail bank customers say they are interested in receiving financial advice or guidance from their bank
(Source: 2018 U.S. Retail Banking Advice Study by J.D. Power, 2018)

45% of consumers prefer not to leave their primary bank when it comes to investments
(Source: MyPrivateBanking Research)

40% of all investors now use some combination of human and digital advice
(Source: Hearts & Wallets database of over 40,000 US households (December 2017)