- CHOICE Investments enables brokers, private bankers, and wealth managers to manufacture and sell traditional and personalized market linked certificates of deposit and structured notes.
RAPID PRODUCT DESIGN
- Design new structured time deposits/CDs and notes and get them to market in minutes -- not months -- with no IT intervention required.
- Accelerate time to market and reduce your cost to deploy new products.
- Sell market linked CDs and notes via your internal sales force or external brokerage networks.
- Sell products via branches, call center, or online.
- Sell certain products on an advisory or
GROW FEE INCOME
- Grow fee income by earning commissions and/or increasing assets under management.
BANK BALANCE FUNDING
- Sell products that fund the balance sheet of your related bank versus selling the paper of your competitors.
- Automate every phase of the product lifecycle including design, sales, accounting, taxes, customer service, hedging, counterparty management, correspondence, and more.