Investment Services Programs

Quality investment programs to build loyalty and generate income.

If you’ve considered options for adding investment products and services to your product menu or improving the results of an existing program, consider SWBC.

For years, SWBC has implemented flexible investment programs in financial institutions nationwide. With primary objectives of building loyalty and increasing retention for our partners, we offer quality investment solutions so your accountholders do not have to look any further for their investment needs.

When you partner with SWBC, you will generate income from funds your depositors choose to invest as well as benefit from our comprehensive support to help ensure the success of your program.

  • Compensation beginning with the first transaction, with profit paid based on 100% of Gross Dealer Commission.
  • Shared marketing and operational expenses.
  • Thorough training for representatives and your employees.
  • Compliance resources and support.
  • Advanced marketing support, including access to our marketing library.
  • Technical assistance to establish the software and applications needed to support your program; with follow-on tech support after implementation.