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We are an independent, fee-only financial advisory firm dedicated to providing client-centric financial strategies for your lifetime and your legacy.
Kasasa is the innovative leader in branded, community-powered banking products proven to drive profit and growth for community financial institutions. With nearly 700 clients, Kasasa is helping community institutions thrive even as the industry landscape presents new challenges and competitors. The Kasasa® suite provides a comprehensive strategy that integrates breakthrough products with world-class marketing and unprecedented access to training, compliance, research, support resources, and customized consulting. Kasasa complements an institution`s existing brand, enhancing their unique identity and local service advantage. Research consistently shows Americans would prefer to bank locally, but choose megabanks believing only megabanks have the resources to deliver the innovative products they desire. The full-circle Kasasa approach enables local institutions to leverage the power of a national brand, and gives consumers the reason to believe a local institution has the resources to deliver megabank-caliber products.
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