First Western Corp. has made rigorous reviews of both in vestors and sales representatives a cornerstone of its investment products strategy.

For customers, that means the $314 million-asset banking company, based in Sioux Falls, S.D., relies heavily on financial planning techniques throughout its nine-branch retail network. The approach enables the bank to spot prospective mutual fund and annuity buyers.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.