Choice
Investments
INVESTMENTS OVERVIEW
- CHOICE Investments enables brokers, private bankers, and wealth managers to manufacture and sell traditional and personalized market linked certificates of deposit and structured notes.
Check out the benefits your institution can enjoy by implementing CHOICE Investments.
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.
MULTI-CHANNEL DISTRIBUTION
- 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
non-advisory basis.
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.
LIFECYCLE AUTOMATION
- Automate every phase of the product lifecycle including design, sales, accounting, taxes, customer service, hedging, counterparty management, correspondence, and more.
