Launch, Align and Manage Your Financial Service Program.
FI Agreements will help you to launch, align and manage your financial service program.
For institutions considering beginning a financial services program or for stagnated programs looking to be revitalized, FI Agreements has the solution for you.
With local relationship and a specialized focus, FI Agreements provides customized strategies and proprietary management tools that will empower your program to realize a 30 – 147% increase to its bottom line.
FI Agreements provides:
- Tailored financial strategies to generate revenue
- Comprehensive institutional referral systems
- Coaching to increase institutional relevance
- Innovative technology to gain market share
- Focused, full-service practice management
Call us toll-free at 866-490-4233 or email Jeremy Davis at [email protected].