Community Investment Services, Inc. (CISI) has selected INVEST Financial, a subsidiary of National Planning Holdings and an independent broker-dealer network, to provide back-office support to its 24 investment representatives.
CISI provides financial planning and investment products to customers of Community Bank, in New York, and through its affiliate, First Liberty Investment Services, to customers of First Liberty Bank & Trust in Pennsylvania. The firm’s representatives currently manage approximately $550m in assets on behalf of clients across 150 branches.
Through this partnership, CISI’s financial advisers will gain access to INVEST’s technology platform, which includes tools and resources designed to help financial professionals increase efficiency.
INVEST also provides practice management support, marketing assistance and financial planning research tools, all of which are available through the firm’s home office customer service team.
CISI president Charles Kopp said with INVEST focusing on the day-to-day review of products and technology that will benefit CISI’s clientele, its associates will now be able to devote even more time to providing outstanding customer service and strategic financial planning guidance.
INVEST Financial president and CEO Steve Dowden said by providing dedicated support in the key areas of technology, practice management and compliance, INVEST helps financial professionals operate more efficiently so they can spend more time in front of clients.
"By taking advantage of the tools and resources we have to offer, CISI’s representatives will be able to deliver the personal attention and responsiveness their customers have come to expect," Dowden said.