• Business Models

Financial Institutions

Banks and Credit Unions

End-to-end solutions for you and your institution.

Build the business you’ve always envisioned with Cambridge’s customized solutions for financial institutions.

Build Your Program Your Way

Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution. Plus, you have access to a wide variety of investment products, industry-leading technology, and common-sense compliance support.

Cambridge’s specialized resources include:

  • Client prospecting tools
  • Professional training and development 
  • Practice management coaching and consulting
  • Dedicated marketing support

Deliver customized client experiences with our flexible technology solutions.

Provide holistic advice with access to one of the broadest product footprints in the industry.

Grow your business and create the optimal office environment with the support of our coaching and consulting programs.

Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.

Secure your legacy by partnering with our dedicated teams focused on business continuity and succession planning.

Take back hours in your day by outsourcing tasks - to spend more time where it matters most – with your clients and team.

You deserve a seamless transition. We provide comprehensive transition timelines and support, so you and your clients don’t skip a beat.

Run your business confidently with the support of our “common sense” compliance solutions, designed to fit the needs of your unique business model.

Grow your network and achieve your goals by connecting with other Cambridge financial advisors who can help guide you on your journey.

Considering a Move? 

Banks and credit unions have added credibility and an established presence. Financial advisors of all experience levels can benefit from the large, diverse client base and built-in loyalty inherent to financial institutions. 

A successful program starts with a true partnership built around you. Cambridge is committed to your future, and can help you launch a successful program by providing:

  • Program design and creation 
  • Contract negotiations
  • On-site business consulting
  • Relationship management
  • Professional training and development

Discover solutions designed to support your growth.