Third party marketers

Smartleaf software will let the bank offer third-party research to customers.

Zions Bancorp is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

The dozen largest third-party marketing firms supporting banks and credit unions increased their revenue 9% last year, but penetration in the bank channel has stalled.

Third-party administrator CPI Qualified Plan Consultants, Inc. has added the Alta Trust Tactical Advantage collective investment trust funds to its retirement plan platform.