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FI Agreements

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].