Who We Serve

Custodians and FinTech

Financial technology has automated innumerable tasks in our industry.

There are a vast number of different financial instruments that trade back and forth. Few people actually know or think about who holds, transfers, and clears every trade. We know the business of institutional custody is complex and demands knowledge and skills not easily found. Without you, the system couldn’t function.

Areas of Business We Serve

We help you acquire the skills you need to navigate client interactions in a language they will understand.

We take pride in serving a diverse range of business areas by offering tailored training solutions that meet various needs.

Custodians

Custodians benefit from our training in safeguarding clients' financial assets, managing securities, and ensuring compliance with regulatory requirements. We help them enhance their skills in asset protection and client servicing.

FinTech and Tools

For professionals in FinTech and tools, our training covers the latest technological advancements, data analytics, and digital transformation strategies. We prepare them to leverage technology effectively in their financial services.

TAMP

Training for Turnkey Asset Management Programs (TAMPs) focuses on portfolio management, client reporting, and technology integration. We ensure that TAMP professionals can provide seamless and efficient investment management services.

Case Studies

Hear What Our Clients Have to Say

Creating Partnerships Between Bankers and Advisors

Cannon Financial Institute was tasked with a crucial project by a client aiming to redefine the partnership between retail bankers, relationship managers, and bank-based financial advisors targeting the emerging and affluent market segments. The firm recognized its underperformance in effectively capturing the affluent market, with separate business lines failing to meet expected market potential.

Read Now

Private Banking: Increasing Wallet Share

Cannon Financial Institute was approached by a Private Banking division with a specific aim: to enhance the wallet share among existing clients. The initiative was designed to improve product usage within the Private Bank solution set.

Read Now

Next Level Banker: Improving Client Service

Cannon's "Next Level Banker Training Program" boosted retail bankers' skills. As a result, bankers became more confident in their conversations, leading to deeper connections with customers and stronger retention. By better understanding and serving small business owners, they unlocked new revenue opportunities.

Read Now

Related Programs

Technical

Financial Advisor's Course on Trust

Equips advisors with essential knowledge to discuss and integrate trust solutions in wealth management. It covers planning tools, client objectives, trust instruments, and practical applications through case studies and peer discussions.

Sales & Practice Management

Goals-Based Investment Review

Trains financial advisors to conduct effective investment reviews as part of client planning. It covers communicating portfolio theory, generating client interest, report delivery techniques, goal-oriented risk management, and promoting asset consolidation benefits.

Sales & Practice Management

Coaching to the Desired Result

Equips managers with advanced skills to drive team performance, covering coaching foundations, processes, expectations, analyses, discussions, and long-term growth strategies for sustainable improvement.

Sales & Practice Management

Behavioral Finance

Equips financial advisors to become Behavioral Coaches, teaching them to identify investor biases, tailor strategies to investor types, and apply behavioral principles to asset allocation and client communication.

Sales & Practice Management

Partnering for Growth

Trains wealth management professionals in cross-functional collaboration, covering team engagement rules, unified branding, credibility-building techniques, and opportunity planning to enhance client service and business growth across multiple disciplines.

Ready to give your team the solutions they need to succeed?

Empower your whole team with our wide range of services. We have everything you need from our program catalog to personalized consulting, engaging speakers, custom solutions, and fiduciary consulting. Whether you're looking to boost skills, achieve success, or tailor strategies to fit your unique needs, we are here to help your team excel.

Find out how Cannon can provide the expertise and tools to help your team of advisors and trust professionals thrive.

View All Services View All Programs