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Services - Partnership Package
The Partnership Package is an exclusive annual retainer service established to provide a client with the highest level of FinPro assistance on an ongoing basis. In addition to having immediate access to all of FinPro's resources, subscribers receive the following benefits:.
Periodic Strategic AdviceFinPro provides priority service to its parternship clients. Partners are provided with scheduled periodic strategic advice, including access to data and recommendations in order ot make informed decisions. Partners will have priority access to FinPro's principals.
Capital Markets AdviceFinPro will provide ongoing capital markets advisory services to the Partner. These will include our expertise on:
How and When to Raise Capital
What Form of Capital to Utilize
Stock Dividends/Splits
Stock Repurchases
Cash Dividends
Ongoing Merger and Acquisition Advisory
Asset/Liability AdviceManaging interest rate risk is not just a regulatory requirement but an essential element to the overall success of your institution. FinPro will review existing ALM analyses and provide an accurate and reliable quarterly analysis so you can make informed decisions more efficiently.
Branching/Markets AdviceAs prime site locations become more and more difficult to find, institutions need to utilize detailed data and market research to make effective branching decisions. Proactive measures will allow institutions to specifically target towns and markets that match their strategic branching objectives. FinPro will assist its Partners in finding:
Markets
Sites
New Product Development
Customer Segmentation
Operational AdviceDiscuss operational areas of concern such as regulatory reporting, customer segments, and marketing to existing and new customers.
Quarterly Fiduciary Package
Annual Board Retreat
Quarterly Pertinent Issues Report
Quarterly Performance Report
Quarterly Capital Markets Report
Other Selected Analyses
Provide necessary analytical services when requested
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