True Home Banking Integration
Many firms suggest they offer home banking integration, but what they offer isn’t true HBI. Often they are supplying static data without real-time activity, reports, or even current data.
We Offer the Real Deal:
The ability to show a client all of their financial assets, including investments, on one page, accessible via a single username and password.
Discover the value of true HBI:
* Integrates detailed investment account information into your existing Home Banking platform
* Improves clients’ perception of and experience with your financial institution
* Offers customer brokerage statements, confirms and tax documents available for viewing and download – all in one place
* Gives access to performance reports provided by the advisor
Download Our One-Sheet and Learn for Yourself:
Find out the five capabilities plus bonus opportunity of fully-integrated HBI. Read what our clients have to say. If interested, join a complimentary demo of our HBI system. Our one-sheet breaks it down quickly and easily so you’ll be more informed about what’s right for your customers.