Partner Advisors

About Us:

Founded in 2002, Partner Advisors is a highly focused financial services advisory company driving innovation in partnership programs, including cobranded, affinity, private label, and hybrid programs.   We are based in Wellesley, Massachusetts and develop programs on a national and international scale.

If your organization wants to offer card/payment, banking, investment, or insurance programs to its end customers, we deliver the capabilities and expertise to create, market, and evolve breakthrough products leveraging third party banks, insurers, and investment companies.

We developed our process to focus on the larger strategic goals:

Define a financial services program strategy with unique solution packages for various segments within a consumer base and leveraging key marketing channels
Source best-in-class providers to offer the most comprehensive and well-suited products per target market
Structure the deal terms to align with overall partnership goals
Optimize program performance on an ongoing basis, develop and source new marketing channels, and continuously investigate new products.

Services:

We create highly customized financial services products for leading organizations on a cobranded or “white label” basis. We bring a unique combination of skills – strategic, financial, marketing, procurement, and legal – to create very valuable products and programs for a variety of organizations.

We offer the leading advisory practice in:

Banking:

• Co-branded credit, debit, and prepaid cards
• Checking/DDA accounts
• CD/Money Market High Yield Programs
• Mortgage and other lending products

Insurance:

• Auto
• Homeowners
• Life

Savings and Investments:

• Annuities
• Wealth Management
• Brokerage
• Goal-based savings products

Philopsophy:

We bring two overriding perspectives that drive our business:

• The end customer must be an active partner in developing successful financial product and services.  This requires a segmented, customer-driven approach vs. a product-centric one.
• The programs we create must directly tie into our clients' broader corporate goals and drive measurable results against those goals.

Our experience has demonstrated that the most successful programs are defined by how well they serve these two perspectives.

Process:

There are two key aspects to our process:  First, we join your team and actually "do" the work versus provide commentary on what you should be doing.  Second, we use a proven process, unique to Partner Advisors, that ensures we create value:

1. Define a strategy around the end customer segments and overriding corporate goals.
2. With the strategy and goals as a guide, source providers.
3. Using detailed terms, drive a contracting and closing process that eliminates surprises and directly supports the strategy.
4. From launch onwards, continue to develop the program aggressively and not "wait" for a contract cycle to address evolving needs and opportunities.