With B2B Bank Dealer Services you can run a Dealer without running a back office.
- Outsource your back office to B2B Bank Dealer Services
- Re-focus the value of the dealer from administration to business development
- Leverage the B2B Bank Dealer Services platform and technology to provide the best service to your advisors and investors
- Real time, online electronic trading, account opening, reporting and services
Service Overview
- Move all your clients to a higher level of service, B2B Bank Dealer Services Nominee accounts
- Use B2B Bank Dealer Services Advisor Access for all administration
- Industry leading suite of online tools to run your operations
- Compliance reporting and KYC management
- Full suite of compliance reports
- Use B2B Bank Dealer Services online KYC for compliance suitability and validation
- ADP Smart Prospectus
- MFDA audit support
- All statements and forms done for you
- B2B Bank Dealer Services will generate and mail all statements
- Monthly for accounts with transactions, quarterly otherwise
- All statements are online for dealer/advisor and Client
- "White-labelled" forms and statements
- Commission Processing
- Sales and marketing support
- Transition planning and management
- Case studies and referrals available