As per the terms of the contract, ICA will offer ICBA members with access to a full menu of financial planning solutions and integrated resources designed to enhance customer relationships and grow non-interest revenue.
The new agreement also provides ICBA member banks with special membership incentives while working with ICA.
ICBA executive vice president services Dan Clancy said that ICA’s client-centric, needs-based approach to helping community banks build and enhance retail brokerage and financial planning programs benefits their members by helping them continue to serve their customers and focus on relationship banking.
ICA’s retail brokerage program has also been integrated with an open architecture product menu, scalable web-based technology that incorporates paperless office capability, such as imaging, electronic order entry and eSignature capture and WealthONETM, a value added platform.
ICBA represents nearly 5,000 community banks of all sizes and charter types across the US.
ICA, which serves 250 financial institutions across the US, will also cater special membership incentives to ICBA member banks when they will work with ICA, said the US service provider.
