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Improve Your Retail Investment Program

Posted by Alex Spencer   |  October 12, 2017 at 3:21 PM

You want your institution's members to have the best customer experience possible. As you evaluate ways to improve, consider how your retail investment program fits into your overall product mix and helps members meet their life goals and investment needs. Here are six elements to look for in a dedicated investment program partner.

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About the LenderHub Blog

SWBC's LenderHub blog is a one-stop resource for lenders. Come here to learn tips and best practices for risk management, income generation, marketing, operational improvement, and customer retention, as well as to learn about industry trends and SWBC news.