Customer Education and Marketing Materials

NBID provides extensive support including draft materials and resources to equip your team in marketing the Insured Sweep Accounts and educating your clients.

In addition to direct training for your team and salespeople, NBID provides your team with resources that include:

Relationship Manager Manual: Guide for your client-facing teams on how to communicate the product to your clients

Depositor-facing Client FAQ: Informational slipsheet white-labeled for your institution to distribute to clients

Depositor-facing Client Benefits: White-labeled 1-pager to market the Insured Sweep Account to your clients

Any topics not covered by the above materials can be directed to your NBID Regional Director, who will assist with client communication on a bespoke and ongoing basis. More details on the full suite of client-facing services provided by NBID can be found in the tab “Custom Marketing Materials and Assets.”