Rollout & Ongoing Support
Our roll out process is customized to your bank's needs and provides detailed steps along the way. We have experience working with banks of all sizes across the country. We understand every bank is different and we work together to make sure your team and your customers will get the most value from the program.
The Polaris team provides ongoing support to help ensure continuous success and improvement of the program. As the bank's goals and needs change overtime, so can the wealth program. We will work with you to monitor and review the program and services, provide customer and staff feedback, update training programs and marketing strategies. Support is provided free of charge.
The Polaris team provides ongoing support to help ensure continuous success and improvement of the program. As the bank's goals and needs change overtime, so can the wealth program. We will work with you to monitor and review the program and services, provide customer and staff feedback, update training programs and marketing strategies. Support is provided free of charge.
Training
We introduce ourselves to your team and make sure everyone is familiar with the product and services, aware of the support available to them from Polaris, and is comfortable speaking with customers about the program. Training can be customized to best fit the bank's needs.
Multi-Channel Marketing for Your Bank
A robust marketing plan is an integral part of any successful investment services program. We can help you create dynamic marketing strategies and plans to grow your wealth management program. Whether its digital, design, or content creation, we work to support your team while the bank retains full control over the final product, content, strategy and messaging. Our goal is to help bring awareness and value from marketing efforts that are focused on your staff and customer. Our experienced team is here to help and will not overstep their roles. Polaris can provide pre-designed content which may be used "as-is" or as a template for your team to create your own materials. A strong, consistent, mutual marketing effort is encouraged, though the bank is not held to any explicit marketing expectations or benchmarks.
We understand that Polaris is a guest with the bank and your reputation is greatly important. We work to fit into the bank's ecosystem by tailoring the marketing, messaging, and experience to your existing brand image. Polaris provides support in all of these areas.
We understand that Polaris is a guest with the bank and your reputation is greatly important. We work to fit into the bank's ecosystem by tailoring the marketing, messaging, and experience to your existing brand image. Polaris provides support in all of these areas.
~ "wealth programs benefit most from nurture and ongoing support." ~
Our team will take a consultative approach and assist you and your program with all your marketing needs, including:
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From posters to postcards, we will provide you with co-branded marketing designs and content to promote your wealth management services to your customers. Below are examples of various marketing items.
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Email Themes
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