Connected Wealth
The Problem
Your clients already have planning questions. If your institution does not answer them, someone else will.
Most financial institutions know wealth management matters, but it can be difficult to promote consistently. Marketing teams are often focused on lending, deposits, mortgages, checking accounts, and other priorities. Wealth can get pushed to the side, even though the clients with the most complex financial questions are often the same clients who matter most to long-term relationship retention.
When those clients look elsewhere for planning support, the risk is not just losing an investment account. The risk is losing more of the relationship over time.
What's Actually at Stake
It rarely stops at the investment account. Once an outside firm becomes the client's planning relationship, it has a foothold.
From there, the conversation can expand into retirement income, rollovers, lending, deposits, mortgages, insurance, and broader household financial decisions. The institution does not just lose visibility into one account. It can lose influence over the full financial relationship.
Connected Wealth is built to help keep those planning conversations connected to the institution your clients already trust.
Connected Wealth includes:
Advisor support and program structure based on your institution's needs
Support for institutions launching a new wealth program or strengthening an existing one
Institutional-grade access through Schwab and Fidelity
Planning-first approach powered by Orion
Compliance, supervision, and turnkey marketing support
Campaign materials that help your team introduce planning conversations clearly and consistently
You do not have to build a wealth program from scratch. You can strengthen the one your clients already need.
Retention and Revenue
Connected Wealth helps protect the relationships and assets your institution already has. When clients can connect checking, lending, investments, and planning conversations through the institution they already trust, they have fewer reasons to move pieces of the relationship elsewhere.
Embedded, not referred
A generic referral can send clients outside your relationship. Connected Wealth is designed to keep the planning conversation tied to your institution. For some institutions, that may mean adding advisor support. For others, it may mean strengthening an existing advisor program with better infrastructure, tools, marketing, and rollout support.
Why Schwab and Fidelity access matters
Clients recognize these names and trust the security behind them. Connected Wealth can support access to institutional-grade platforms through Schwab and Fidelity without requiring your institution to build or maintain that infrastructure alone.
Planning before products
The program starts with the client's goals, questions, and full financial picture. The focus is not to push a product. The focus is to make planning support easier to see, easier to understand, and easier to access through the institution clients already know.
Turnkey support from day one
Compliance, supervision, marketing materials, planning tools, and program support are included. Your team is not being asked to become wealth management experts overnight. Connected Wealth gives your institution a clearer way to make wealth conversations part of the relationship you already have.
The Alternatives
Many CEOs evaluate three options.
Build it in-house | Hiring advisors, building compliance infrastructure, and securing custodial relationships is a multi-year undertaking with real cost and real risk.
Do nothing | The clients with the most assets keep finding answers elsewhere, and your institution keeps losing the rest of the relationship along with them.
A generic referral arrangement | This sends clients to an outside firm and, often, out the door for good.
Connected Wealth is the fourth option. A wealth program embedded inside your institution from day one.