American Financial

Industry: Banking / Finance

Business Size: 1-4

Phone: 904-380-2290

Address:
818 A1A Hwy N, suite 301
Ponte vedra Beach, Fl 32082

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About American FinancialFinancial planning/services

What differentiates you from the competition?We have superior technology at Ameriprise which enables us to serve our clients in todays current age.

What are your top selling services or products that your company offers?Everything we do is about the client experience.

If you had one message to get across to future customers, what would it be?Now is the time to teach our younger generation how to save for the future now and not ignore them until the parents die.

What is the biggest marketing challenge that you will face in the upcoming year?Reaching everyone with best social media source (especially in small towns) with the newspaper advertising becoming nonrelevant.

How is your organization embracing digital banking trends?we fully embrace technology to make life easier in all ways.

What strategies are you using to enhance customer trust?we meet everyone at least annually and reach out to everyone at least 4 times a year. we also have 3-5 fun events a year for clients to attend with families.

How do you see the role of cryptocurrency evolving?Bitcoin is not going anywhere. so better to embrace and not ignore.

What are your top priorities for managing risk and compliance?always do what is right and communicate everything upfront.

How do you ensure financial literacy among your clients?teach them how to navigate the phone app and home computer to understand yearly.

What impact is fintech having on traditional banking models?it changes everything. Bank tellers are not needed any longer.

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