Fintegra: Our Philosophy
and History

What Our Representatives Say

Individual Investors

Financial Institutions

Independent Representatives

Technology: eFOCUS

Products & Services

Our Staff / Support

Contact Us

Fintegra's Account Executives located within financial institutions receive unsurpassed service. Fintegra works with each institution to ensure programs are established to best suit their clients, their initiatives, and their community presence. Every program is different and requires unique solutions. Fintegra specializes in providing the appropriate financial engines to each institution it works with, to ensure the most efficient use of an Account Executive's valuable time.

Fintegra provides Account Executives located within financial institutions with:

• Private Labeling
  Create a unique brand to synchronize with the look of the financial institution. It will increase presence for both parties in the community.
  
  
• Marketing
  Hundreds of marketing pieces and ideas are available for review on our exclusive Marketing Center website.
  
  
• Competitive Analysis
  Ensure that you are staying ahead of your competition and learn what works in the industry.
  
  
• Account Manager
  Each institution has a Fintegra Account Manager who will help guide the registered representatives and licensed personnel to the next level in conducting their business.
  
  
• Management Reporting and Updates
  Commission reports are available to management instantaneously online via CommissionWeb. We also email a monthly newsletter updating management on the latest Fintegra news, and we host a "Management Key" website exclusively for management. It is your source for easily finding information about Fintegra for auditors or your board. You'll find newsletters, meeting updates, marketing, technology, day-to-day program management, and much more.
  
  
• Management Conference
  Fintegra provides opportunities for senior management, senior lenders, marketing managers, and other staff management to exchange information on current hot topics relating to the industry, and find out what is happening on the brokerage side of the business.
  
  
• Advanced Case/Product Support
  Whether working with a high-net-worth client's trust account, or a small business key person insurance case, Fintegra is there to support you with the advanced planning resources needed to find the appropriate solution.
  
  
• Technology
  An ever-present, necessary and daunting part of the industry, we are proud of the programs we have in place: Fintegra's technology platform is second-to-none.  View the eFOCUS page via the link on the left to discover all the programs we deliver, to ease the tasks of client management, commission reporting, client financial strategy development, paperwork completion and archiving, and much more.

Market Info

• MarketWatch
• CNNMoney
• Bloomberg

*Fintegra is not affiliated with or responsible for the content of these provider websites.