EPIC Platforms, Inc. - United States of America

LBE Support Program Consultancy of the Year – USA

EPIC Platforms is a unique, California-based investment sales consulting firm that helps banks, credit unions and their financial advisors generate industry leading revenue figures.   Specifically designed to focus on the unique needs of platform bankers or Licensed Branch Employees (LBEs), EPIC is ultimately committed to enhancing the lives of financial institution customers.  By improving the quality of the customer experience in a financial institution setting, we add value to the customer, the firm and the advisor.

Our clients range from small community banks and credit unions to regional banks and credit unions and all the way up to our flagship client, LPL Financial, the largest independent broker/dealer in the United States. EPIC Platforms is the exclusive external provider of specialised LBE counsel for LPL Financial, which serves over 700 banks and credit unions.

We provide solutions for three main groups:

· Financial Institution Executive Leadership –helping them understand the value of an LBE program and explore starting or enhancing an LBE program.

· Investment Program Management, Sales Management and Financial Consultants –analysing, benchmarking and collaborating on solutions for enhancing an existing LBE investment sales program.

· Licensed Branch Employees – providing tested and proven award winning tools, solutions and strategies to build and support elite LBE teams

EPIC also provides supplemental investment sales management solutions and executive mentoring-think “outsourcing” sales management for investment programs in financial institutions.

We fill the void that exists in helping firms see and address  the ‘Nurturing Gap’ that is present in financial institution platform financial advisors-platform advisors being Licensed Branch Employees (LBEs) who are able to offer investment and/or insurance solutions to their banking or credit union clients, complementing the efforts of dedicated Financial Consultants.  EPIC Platforms provides consulting solutions and tested and proven tools to fill this gap. This is our niche.

EPIC Platforms, Inc.

Address: P.O. Box 4704, El Dorado Hills, CA 95762, USA

Tel: +1 888 851 7624

Email: [email protected]

Web: www.epicplatforms.com