Customer education and marketing materials

NBID provides extensive support including draft materials and resources your team can review and make its own 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.