Formed by Community Banks, For Community Banks
The OBL’s partnership with Infinex was formed to make investing simple, convenient and results-driven for member banks’ customers. Infinex was formed by state banking associations and community banks and operated for the benefit of the participating banks. The OBL's partnership with Infinex provides a successful working template to bring the worlds of banking, investments and insurance together while avoiding a competitive environment in which banks find themselves competing against their primary business partners.
Whether you offer wealth management or full service brokerage, insurance and financial planning services, this customized, turnkey program can ensure a successful, profitable business line is in place. Contact Michelle Crume to find out more.
Every Client Matters
For Infinex, every financial client matters; each has a unique niche, brand and specific issues. Infinex listens and works together with clients to create tailored plans and solutions. The firm specializes in offering dedicated in-person, high-touch support. It provides ongoing, hands-on relationships to assist not only in the creation of the business plan, but the ongoing execution as well.
This hands-on service makes all the difference in helping partner banks achieve greater revenue and in turn, help their customers achieve their financial goals. Because Infinex is community bank owned and employs highly experienced financial professionals like Crume, it clearly understands both the banking and investment industries. By aligning goals, matching Infinex's industry expertise with its clients’ unique strengths, the firm creates powerful long-term relationships that can maximize the financial institutions' potential.
Since its inception, each year Infinex has:
- Increased its number of subscribing institutions
- Increased the amount of assets under management
- Increased gross commissions generated
- Provided thought leadership and share best practices
And it created exclusive proprietary qualified referral training to encourage its financial clients’ success.
It customizes every phase of clients’ programs and provides tailored, specific, in-field support with value-added sophisticated solutions. With Infinex's knowledgeable team and commitment, it actively participates in helping its clients succeed. The firm aspires to provide the highest and deepest level of products and services, with the most competitive revenue-sharing payout back to financial institutions. Since it is NOT publicly held, with NO corporate parent, Infinex is able to structure unique payout offerings.
*All endorsements included in this material have been provided by Infinex registered persons and are limited to broker-dealer and insurance services.
Securities offered through Infinex Investments, Inc. Member FINRA/SIPC, not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by the bank, may go down in value.