Info

PrincetonFI is a marketing consulting firm. We specialize in enhancing the business results of financial services institutions that focus on the delivery of advice to build client relationships. We work with firms to:Improve the development and marketing of integrated needs assessment, financial planning, and investment management programs Streamline the advice process to make it more efficient and effective Develop marketing programs that maximize the value of client profile data Link the needs surfaced through advice delivery to appropriate product solutionsWe at PrincetonFI have a unique combination of financial services experience and the specific expertise needed to build and enhance advisory relationships. We apply these skills to suit the unique business requirements of your institution. This ensures the effective use of your resources to launch or enhance advice-oriented programs. The team at PrincetonFI has collectively spent decades addressing the challenges associated with the advice process at leading financial institutions. Our focus has been on developing and implementing strategies that leverage an understanding of the client relationships to achieve ROI objectives. This approach has allowed us to deliver financial results that have had a significant positive impact on the bottom line of major financial institutions. We have command of a wide range of specialized skills to assist financial institutions with strategy formation, program development and assessment, and marketing. We have detailed knowledge of financial planning and investment applications. We know how to affect a transition from the analysis of client circumstances to the implementation of appropriate products and services. We have the technical skills to unlock the power that exists within your client databases to deepen client relationships and increase revenues on a cost-effective basis. PrincetonFI is flexible in offering both strategic perspective and hands-on implementation support. We combine advanced analytical skills with business perspective and experience to deliver high quality, high value support that speeds decision making and program development. We are enthusiastic about the working with our clients to maximize their potential for success.