Products and services aimed at investment companies that are currently selling through financial institutions, or are considering doing so:

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Research Reports on the Sale of Investment Products Through Banks

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Research Reports on the Sale of Investment Products Through Banks

The Impact of Bank Investment Sales on Disintermediation of Bank Deposits
Analyzes the extent to which annuity and mutual funds sales cannibalize bank deposits. [More]
Price: $625

Best Practices in Platform Programs
Findings from a survey of managers of platform investment sales programs on the best way to design, implement, and manage these programs. September 2002.
Price: $500
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Best Practices in Platform Programs Revisited
Compares the actual performance benchmarks of the banks in the survey of Best Practices in Platform Programs to determine whether sales force productivity and customer penetration support or contradict the program managers’ views of best practices. July 2004.
Price: $500
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Improving Bank Investment Program Profitability
Based on an analysis of the proprietary Kehrer benchmarking database, this study analyzes the impact on profit contribution of expanding the investment sales force, improving broker productivity, reducing expenses and improving technology by outsourcing broker-dealer services, and integrating the delivery of investments, trust, and banking. Co-authored with Lynn R. Niedermeier. April 2002.
Price: $500
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