How important is your customer’s success?

Market intelligence to better serve your customers and grow AUM.

How important is your customer’s success?

Market intelligence to better serve your customers and grow AUM.

Protect and grow your client relationships.

Let's Talk

InvestorKeep does not offer financial products or advice.

Our service provides actionable information customers can share with their financial professionals.

Build trust

Highlight the value of your bank, deepen relationships, and increase client retention.

ENHANCE RELATIONSHIPS

InvestorKeep Program Partners have the potential to become their customer’s trusted advisor on AHA.

GROW AUM

Increase revenue and grow assets with insight never before available.

Program Features

TURNKEY MARKETING PROGRAM

We provide examples and templates to effectively market InvestorKeep to your customers.

FEATURED ALERT SHARING OPTION

Your bank and financial professionals featured when customers share alerts for both AUM and AHA.

MONTHLY COMPETITIVE INTELLIGENCE

Included (but not limited to): Where the largest opportunities by competitor exist for AHA. What the top account types are for AHA by competitor, and more.

Contact us
to learn more.

businessdevelopment@investorkeep.com