Milwaukee, WI – July 30, 2013
Today, Zywave, Inc., a leading provider of software tools for the financial services industry, announced that F.N.B. Wealth Management, a subsidiary of First National Bank of Pennsylvania (FNB), will implement Zywave’s financial planning tools, NaviPlan and Advisor Briefcase. The three-year partnership agreement is set to enrich client engagement for advisors at FNB.
F.N.B Wealth Management was focused on delivering enhanced customer service to their clients, as well as providing their advisors with superior resources; Zywave’s industry-leading tools provided the ideal solution. NaviPlan, a comprehensive yet scalable financial planning tool, offers quick, customized, professional reports that are clear and easy for clients to understand. Advisor Briefcase allows advisors to increase their client engagement by implementing custom, drip marketing campaigns that communicate personalized and relevant information. Together, these tools allow F.N.B. Wealth Management to provide a comprehensive financial planning solution to clients, with the ability to deliver service and resources tailored to a client’s wealth segment, generational and financial needs – whether insurance, investments, estate planning or holistic planning.
“F.N.B. Wealth Management has differentiated itself by delivering sophisticated, complex and more fully integrated offerings,” said Kim Craig, President and CEO of FNB’s Wealth Management division. “We are excited to be able to provide our clients a comprehensive financial plan that will ensure they are on track to achieve their financial goals.”
“F.N.B. Wealth Management is ahead of the curve in their commitment to supporting clients and arming advisors with the tools to deliver,” said Tim Hannan, account executive at Zywave. “I think it’s going to be a great relationship, and I’m looking forward to assisting them as they continue to grow.”
About Zywave
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.
About F.N.B. Wealth Management
Founded in 1999, F.N.B. Wealth Management has over $4.5 billion in assets under management. F.N.B. Wealth Management includes First National Trust Company, First National Investment Services Company, LLC, and F.N.B. Investment Advisors, Inc. The Company services clients throughout Pennsylvania, Ohio, Maryland and West Virginia.
About F.N.B. Corporation
F.N.B. Corporation (NYSE: FNB), headquartered in Hermitage, Pennsylvania, is a regional diversified financial services company operating in six states and three major metropolitan areas including Pittsburgh, PA, where it holds the number three retail deposit market share, Baltimore, MD and Cleveland, OH. The Company has total assets of $12.4 billion (including the recently completed acquisition of Annapolis Bancorp, Inc.) and more than 250 banking offices throughout Pennsylvania, Ohio, West Virginia and Maryland. F.N.B. provides a full range of commercial banking, consumer banking and wealth management solutions through its subsidiary network which is led by its largest affiliate, First National Bank of Pennsylvania. Commercial banking solutions include corporate banking, small business banking, investment real estate financing, asset based lending, capital markets and lease financing. The consumer banking segment provides a full line of consumer banking products and services including deposit products, mortgage lending, consumer lending and a complete suite of mobile and online banking services. F.N.B.’s wealth management services include trust, asset management, private banking and insurance. The Company also operates Regency Finance Company, which has more than 70 consumer finance offices in Pennsylvania, Ohio, Kentucky and Tennessee.
The common stock of F.N.B. Corporation trades on the New York Stock Exchange under the symbol “FNB” and is included in Standard & Poor’s SmallCap 600 Index with the Global Industry Classification Standard (GICS) Regional Banks Sub-Industry Index. Customers, shareholders and investors can learn more about this regional financial institution by visiting the F.N.B. Corporation web site at www.fnbcorporation.com.
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