Quick Links:

SiteMeter

CAPITAL BANK PARTNERS

"Bridging the Gap Between Banking and Investments

Banking and Investments: A powerful combination

Since 1984, Capital Investment Group, Inc. has provided a wide array of investment products and services to businesses and individuals alike. Our investment services programs for community banks enable institutions like yours to effectively bridge the gap between banking and investments for your customers. Meeting all of your customers' financial needs in one place offers two important benefits. First, it provides an easy way for customers to consolidate their banking and investment needs with an institution they trust. Second, it allows your bank to enhance and expand customer relationships while increasing fee income, cross-sell ratios and employee marketing skills.

At Capital, we understand the demands placed on your management and employees by today's fast-paced and ever-changing banking environment. With that in mind, we offer a turn-key investment services program that assists you from the initial structure of the program to the recruiting and sales management of your investment representative. We are committed to providing the most comprehensive and detailed support in the industry. Your investment representative will be able to offer your customers a selection of investment products and services second to none, drawing upon state-of-the-art technology for account access and management. Our goal is to provide you with an investment services program that is competitive with other banks, brokers and financial services providers. As a result, your customers will no longer need to look to other institutions for help in meeting their financial needs.

Because of its overall value to your institution, educating and training your employees is the most important aspect of our program. We provide monthly training modules that can be conducted by your own investment representative or Capital professionals. We also give your employees the tools they need to identify prospects - not only for investment services, but also for your traditional banking products, such as mortgages, CDs, and trust services. Capital can work with your employees to integrate and implement a "Sales and Marketing Culture" program to:

• Increase Basic Selling Skills.
• Build Confidence by Role-Playing.
• Identify Cross-Selling Opportunities.
• Provide Feedback to management

Capital's investment services program represents a valuable package of services that will benefit both your customers and employees. For details on establishing a program at your bank, call us today. Let us show you how to enhance customer service by "Bridging the Gap Between Banking and Investments."

We provide a broad range of products including...