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Planning
NFC works with you to create, implement, and monitor your business plan that can help to produce a higher income for your institution.
Sales & Marketing Resource
Representatives have access to NFC’s marketing and sales training programs offered through specialized workshops, sales meetings and focused product webinars. These are customizable to your financial institution.
Partner
We offer the opportunity for you to significantly increase your business through customizable business development and marketing programs designed to take your program to the next level. |
Compliance
NFC provides supervision at the regional level. By knowing your business, we are able to work with you to ensure that you meet SAI’s compliance requirements. NFC has over 10 years experience working with financial institutions.
Business Continuity
NFC works with your institution to ensure that your clients are provided seamless support should a rep leave. This is designed to protect your reputation in your community. |
Programs
NFC provides access to programs through SAI, such as “Income For Life,” that can generate deposits for your financial institution.
Conduit
NFC provides personalized service for your broker dealer transition including registration, licensing/conversion, account transfers, stationary/website/e-mail approvals and business support.
Trainer
NFC helps you take advantage of the SAI technology platform whether you choose to clear through NFS (Fidelity) or Pershing. We coordinate your technology training, including on line brokerage order entry, account registration, on-line forms and account monitoring, CRM, consolidated client statements and how to conduct business in a paperless environment.
Support
NFC provides Experienced, Regional support for your growing business. |
