Company Overview

Constantly changing financial markets have caused investors, many of whom are your own customers, to connect with advisors they trust. That connection often occurs in the lobby of a community bank.

WHO WE ARE
We are your community bankers' connection to Wall Street. Today, one in four community banks offers brokerage services to their customers. That number is rapidly growing.

And it is important that community bankers connect with a brokerage partner that they can trust. More and more bankers are recognizing that partner in ICBA Financial Services - the only national brokerage partner owned and governed
by bankers themselves.

Whether your bank is a new entrant into the brokerage business or an experienced provider, ICBA Financial Services offers you a unique formula for success.

We can help you:

  • increase fee income,

  • build on existing customer trust relationships

  • create new ones

  • complement - not conflict with - your core business.

HOW WE CONNECT YOU TO WALL STREET
With ICBA Financial Services, YOU become The Main Street Connection for investment products to the families and businesses in your community.

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WHY WE ARE YOUR COMMUNITY BANKERS' CONNECTION
At ICBA Financial Services, our program is built on a foundation of three C's. Using these three building blocks, you will build confidence in your bank and connect with your customers as never before.

CONTROL
YOU’re in control. YOU own the customer and YOU control program marketing. YOU protect hard-earned trust relationships by preventing aggressive sales tactics.

COMPENSATION
With one of the most generous revenue sharing arrangements in the industry, YOU receive the compensation necessary to build a profitable program. With our help, YOU can design competitive, reasonable, employee compensation models to preserve your return on investment.

CROSS SELLING
Through our program, YOU can use brokerage services as a door opener to new bank customers. We make your brokerage program a part of the team that builds future success for YOU and your bank.

The connection between Wall Street and Main Street is growing stonger everyday.
Where does your bank fit? Your customers deserve the right to connect
through someone they trust.

We can help. Call us today – 800-786-0223.