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ABA: The American Bankers Association

Money Concepts: Wealth Management and Financial Planning


Provider: Money Concepts International Incorporated

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Money Concepts International, Inc. is a full-service holistic financial planning organization. The Money Concepts wealth management and financial planning solution equips banks to offer financial planning services to their customers with proven systems and success. Money Concepts’ extensive experience in executing back-office operations allows banks to focus on client relationships through holistic wealth management, financial planning, estate planning, life insurance, and investments.


  • Bank Control
  • Proven Approach
  • Attract New Customers
  • Enhance Customer Loyalty
  • Increase Non-Interest Fee Income
  • Ongoing Staff and Advisor Education
  • Continuous Technological Advancements
  • Compliance Support & Regulatory Readiness
  • Innovative Customer-Focused Service Offerings
  • Access to Independent and Non-Proprietary Products
  • Improved Community Outreach, Support, and Influence



Empowering Your Bank

Learn how Money Concepts' wealth management and financial planning solutions equips banks with financial planning services and systems for success.


Our Experts

Helen N. Sullivan

SVP, Endorsed Solutions

Contact Helen

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Our Due Diligence

Our mission is to meet ABA members' needs through product evaluations and vendor due diligence.

Customer Support

Not sure where to start? Call us for any question, and we'll help you resolve your question or get to the right person.