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Working together to achieve even more

Ameriprise Financial Institutions Group specializes in partnering with banks and credit unions to help their clients reach their financial goals through on-site financial planning and investment solutions.

In 2017, Ameriprise Financial, Inc. acquired Investments Professionals, Inc. (IPI) and formed the Ameriprise Financial Institutions Group (AFIG). IPI’s experience and expertise in serving the financial institutions market combined with the Ameriprise commitment to clients and depth of resources creates a powerful alliance in the financial institutions marketplace.

Experience and support you can count on

Ameriprise Financial has helped millions of people achieve their dreams and goals — including a more confident retirement. For more than 120 years, we’ve been there when our clients need us, working with them step by step to build a more brilliant future.

Demonstrated leadership

  • A solid reputation based on a history of responsible growth, sound investment decisions and prudent risk management
  • Nationally recognized brand

Advisor support system

  • Leading technology and digital solutions
  • Marketing support
  • 360-degree support model
  • Industry-leading compliance and regulatory support

Client-first culture

  • Personalized approach to serving clients' unique needs
  • Our exclusive Confident Retirement® approach can help your clients prepare for both the expected and the unexpected so they can meet their future with confidence
  • Of clients who have had the Confident Retirement conversation, 90% feel more confident about retirement.1

Ameriprise recognized for award-winning service and focus on clients

#1 most trusted2
#1 in customer
loyalty3
#1 in customer
service4

Contact us for more information

800.679.1237

1 Ameriprise Financial Confident Retirement Client Survey results from May 2012 through May 2018. All results are reflective of top-two box responses (strongly/somewhat agree). The Confident Retirement approach is not a guarantee of future financial results.

2 Ameriprise Financial was tied for #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?” Responses are on a scale from 1= “do not trust at all” to 7= “completely trust.” TTR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.

3 Ameriprise Financial was ranked #1 in the investment industry for customer loyalty according to the 2017 Temkin Group Loyalty Index. The Temkin Group Loyalty Index is an average of five loyalty ratings: repurchasing from the company, recommending the company to others, forgiving the company if it makes a mistake, trusting the company, and trying the company’s new offerings. The survey was fielded in January 2017 to 10,000 U.S. consumers, with quotas for age, income, ethnicity, and region to ensure that the distribution of respondents matched the U.S. Census data for the U.S. population. Consumers were asked to identify companies that they had interreacted with over the previous 90 days and were asked a series of questions about a random sample of those organizations, drawing from a total of 329 companies across 20 industries. For each company, the percentage of customers who considered themselves “very likely” to exhibit each of the five loyalty behaviors is determined. The Temkin Loyalty Index is then calculated by averaging the percentage of those five behaviors. See www.temkingroup.com for more.

4 Ameriprise is rated #1 in the investment firm category for customer service according to the Temkin Group 2017 Customer Service Ratings. The Temkin Customer Service Ratings (TCSR) is an openly available benchmarking metric for a critical customer interaction. The TCSR is based on consumer feedback of their recent interactions with companies. Consumers were asked to rate how satisfied they were with recent customer service experiences. Responses were on a scale from 1= “very dissatisfied” to 7= “very satisfied”. TCSR was calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.

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Not Federally Insured | No Financial Institution Guarantee | May lose value

Past performance is not a guarantee of future performance. Investing involves risks, including changes in value and possible loss of the entire amount invested. Ameriprise Financial, Inc, its employees, and its agents do not provide tax advice. Consult your tax advisor or your attorney regarding specific tax issues.

Ameriprise Financial Institutions Group (AFIG) is a division of Ameriprise Financial Services, Inc.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.