Banks and Credit Unions
The mission of Exemplar Financial Network is to be the premier financial planning firm assisting Financial Institutions and their advisors with practice management and practice development through exemplary customer service. Our Financial Institution partners, their advisors and their teams are our customers and we seek to provide value in everything we do to help our customers achieve their vision of success.
Since 1992, Exemplar Financial Network has been helping financial institutions build, implement, and manage successful investment services programs offering individual investing and financial planning to your clients. We provide customized solutions to your financial institution and its fee income needs and give you local service and attention every step of the way. Our business-building management, compliance, marketing, strategic planning, and recruiting services put you in position to reduce costs and increase revenues.
Whether you have an existing program or you’re starting a new one, we customize a dynamic investment service program designed to increase your clients' satisfaction and your profitability. With a track record of success, we want to partner with you to help you grow your non-interest fee income.