Consulting Company for Banks & Credit Unions’ Financial Advice Platforms

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IBDG Solutions; a Consulting Firm that Utilizes Decades of Industry Experience in Business Development and Cross Selling Programs, to Provide Line of Business Clarity and Increase Profitability


Providing Unbiased Advocacy

Leveling the Playing Field so Your Bank or Credit Union Can Excel in Wealth Management and Financial Planning

– Increase Profitability While Reducing Risk
– Increase Client / Member Retention
– Increase Client / Member Satisfaction
– Increase Employee Retention and Satisfaction
– Increase Performance Across Lines of Business

The IBDG Solutions team of experts will deliver strategies, assist in implementing solutions and ensure exceptional results.

Is IBDG Solutions For You?

Advantages that Banks or Credit Unions Possess…

As a Regional Bank or Credit Union, you have competitive advantages that you don’t know you have…that’s where our team comes in. The Wealth Management landscape has changed… the major wirehouses that once dominated the industry have not seen a net gain in head-count since the financial crisis of 2008-2009, while Regional Bank and Credit Unions have seen significant growth. More than ever, Advisors are looking for unique solutions that provide a better way to serve clients and build their practice. We have the expertise to help you not just compete, but dominate in your local markets against big national banks and firms in the wealth management and planning space.