Consulting Services

The Benefits

Choose MSTC

Getting Started

Consulting Services

• We also offer consulting services if you're in the early stages of your decision making process of whether or not you should look into starting an investment services division.
• Your bank can sign a consulting agreement with MSTC and we'll help you look at all the facts:
• Should your bank be offering investment services to your customers?
• What are the potential revenue expectations?
• What are the risks and how can we minimize them?
• What costs are involved?
• How do we find a Rep?
• If you're a bank already in a partnership with a broker/dealer, we'll complete an independent compliance review of your bank to help ensure you're following the right procedures and that the broker/dealer is providing the best service for you.
• We conduct Rep training programs.
• Cost for the initial visit is $175 per hour plus travel expenses if outside of Illinois.