Faith-based Banking Everence is a Christian-based, member-owned financial services organization with a national advisor network and a focus on integrating finances with faith. This presents an opportunity to cross-sell faith-aligned banking, charitable giving programs, stewardship education, and faith community-focused financial planning services to congregations and faith-based organizations.

Comprehensive Offerings With services spanning annuities, asset management, banking, insurance, retirement planning, charitable giving, trust services, and Medicare supplement insurance, there are multiple cross-sell opportunities across risk management, retirement, and investment portfolios for individuals, congregations, and affiliated organizations.

Growth through Partnerships Recent partnerships with Christian Community Development Association and Eder Financial indicate a strategy of expanding reach within church networks and denomination-affiliated institutions. Target similar faith-based networks and church administrative bodies for strategic alliances and co-branded financial education programs.

Community Engagement Active event participation and community-driven initiatives (e.g., college outreach programs and stewardship education) suggest opportunities to offer student-focused financial literacy, campus sponsorships, and alumni giving programs to attract younger members and convert them into long-term clients.

Tech-Enabled Advisory Existing tech stack including Microsoft Dynamics CRM and advisory-focused tools implies readiness for digital onboarding, client segmentation, and personalized stewardship planning. Leverage CRM-driven targeting to upsell investment management, trust services, and charitable giving solutions to existing clients and prospects.