The benefits of offering investment programs at regional banks are numerous. In an increasingly competitive and dynamic landscape, community banks are more interested than ever in how to build strong, lasting customer relationships. In a cover story published in BankNews, Rick Dahl, Chief Compliance Officer for Sorrento Pacific Financial, explains how having an investment program with the right broker-dealer helps banks to not only offer their clients the best investment opportunities, technology, and service, but also to build the next generation of engaged and loyal customers.
